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Office Management: Legal/Accounting, Education/Academic Advising

Location:
Wauwatosa, WI
Posted:
May 10, 2022

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Resume:

Catherine L. Dummann

**** **** ********* *****

Milwaukee, WI 53208

Cell Phone: 414-***-****

adq0w2@r.postjobfree.com

Professional Profile

Seasoned professional with an unparalleled work ethic. I possess an unrivaled attention to detail, the ability to learn quickly on my feet, and a results-driven work style. My innate desire and natural ability to cultivate and foster relationships with a vast and diverse population have allowed me to excel in all previous roles. An adaptable and friendly personality allows me to succeed at any project I am tasked with, and I enjoy working as both part of a team and individually. Professional Experience

Milwaukee Lutheran High School

Milwaukee, WI

August 2015 - March 2020

Academic Advisor

● Responsible for academic counseling services for students including course registration and academic planning, along with career advising and career planning services.

● Fostered open lines of communications with educators, other advisors, parents and individual students in regards to academic success, as well as standardized testing preparation and outcomes.

● Offered counsel to students regarding concerns related to both academic and personal matters.

● Aided students in application processes for college, vocational training programs, and technical schools beginning with initial entrance application through financial aid.

● Maintained scrupulous records of enrollment reports, used for reimbursement from Milwaukee & Wisconsin Parental Choice programs.

● Organized and oversaw all aspects of new student coordination, and withdrawals from coursework.

● Choreographed graduation ceremonies for senior classes, including planning, delegation of responsibilities as appropriate, and execution.

Blue’s Egg

Wauwatosa, WI

June, 2009 - April, 2012

Front of House, Server Trainer

● Enjoyed serving and earning the task to train new servers that were joining our team. C&A Title, LLC

Wauwatosa, WI

June 2008 – March, 2009

Associate Loan Closer

● Responsible for one-on-one meetings with clients both in-office and at their residences across the state of WI.

● Review and provide explanation of refinance documentation to borrowers.

● Provided extensive information regarding the refinancing process to current and potential borrowers.

● Acted as notary public for all documentation related to lending.

● Oversaw day-to-day office operations, to include ordering supplies, scheduling appointments, directing phone and email inquiries.

● Provided general administrative support to loan officers and representatives as requested. Baytree National Lending

West Allis, WI

May 2006 – September, 2006

Broker Coordinator

● Personally entered numerous mortgage loan application submissions in to internal database system (HALO) for review.

● Inspected all relevant information from applications to determine which lender would be best suited for clients financial needs; responsible for invoicing for services rendered per lender instruction.

● Established relationships with mortgage brokers to better aide in dissemination of clients during the purchase and refinancing process.

● Responsible for coordination and expedition of lender specified requirements from mortgage broker and internal underwriting department during lending process.

● Created internal tracking to determine anticipated number of closings weekly and monthly, leading to higher performance rates than projected from leadership team.

● Seamlessly served as liaison between internal sales teams and outside mortgage brokers. KKCPA, S.C

Milwaukee, WI

August, 2003 – April, 2008

Executive Assistant to President

● Managed all general incoming communications, ensuring requests were completed in a timely manner by appropriate member of the team.

● Oversaw scheduling for all Certified Public Accountants (CPAs) within the office.

● Conducted special requests and projects of all CPAs within the firm, to include client inquiries, tax information, government notices and general client follow-up.

● Directed the filing of client annual reports, audits and employer reports with appropriate government agencies.

● Prepared accurate and timely correspondence regarding notices received by clients to respective government agencies.

● Handled quarterly filing of federal and state unemployment tax reports, year-end payroll tax reports and other documentation from individual clients.

● Recorded and submitted all necessary documentation related to incorporating or dissolving client businesses.

● Processed payroll for clients, as well as KKCPA, and Webco (in-house sister-company); managed payments related to 941 at WT-6 accordingly.

● Handled all accounts payable/receivable for KKCPA.

● Governed extensive client accounts in appropriate databases as well as maintained information in Outlook, QuickBooks and ProSeries programs.

● General office maintenance including office equipment repair schedules, ordering of office supplies and furnishings, cleaning and scheduling internal meetings in appropriate spaces within the office. Education

Grand Canyon University

Phoenix, AZ

2016 – 2017

● M.S. Mental Health and Wellness, Christian Emphasis Marquette University

Milwaukee, WI

2001 – 2004

● B.A. Psychology: Member of Alpha Sigma Lambda National Honor Society



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