PENNY

KRAUTKREMER

** ******* **** ***** ******** MN 55441

adzt1r@r.postjobfree.com

763-***-****

PROFESSIONAL SUMMARY Dependable employee recognized for consistency in productivity with a positive attitude during challenging situations. Exhibits exemplary work ethic and willingness to learn new processes and techniques to enhance business and team efforts. Places uncompromising focus on corporate performance goals. Proven track record of establishing and maintaining strong relationships with direct and interdepartmental co-workers. Self-motivated professional able to manage multiple tasks in high-volume work load environments.

EXPERIENCE

July 2023 to present

Aston Carter

• Provide prompt and accurate responses to emails from Financial Professionals.

• Requested missing documentation from Sales representatives for client accounts

April 2022 to June 2023

Mortgage Associate 3

US Bank

• Performs clerical or job data functions with mortgage operations

• Sorts and files correspondence, loan documents

• Process paperwork, gathers and verifies data

• Audits mortgage documentation

• MS Office used for daily work functions

July 2021 to March 2022

Mortgage Loan Purchase Specialist

US Bank

• Receives and purchases loans from third party lenders

• Reviews loans to ensure compliance with bank, regulatory and investor guidelines and customer service standards and determine acceptability

• Delivers loan packages in a timely manner to Secondary/Pooling unit for Secondary Market

• Prepares required disclosure information with designated time frames ensuring compliance with all regulations

August 2020 to April 2021

Client Relationship Coordinator

Messerli & Kramer P.A.

• Create financial reports

• Process coding on errant accounts

• Process high volume client emails

• Create client forecast reports

• Set up client Zoom meetings and summaries

• Generate Affidavit requests

• Send Judgment documents to clients

• Quality check collector tasks have been completed

• Account research for client payment history

January 2020 to June 2020

Office Manager

McDonald Carlson CPAs

• Coordinate Zoom meetings and post meeting data

• Prepare client documents to facilitate efficient meetings

• Reconcile credit accounts

• Consolidate and mail customer files

• Organize and collate electronic and physical documents

• File client cases for efficient access and processing

• Coordinate on-boarding of new clients

• Prepare client files for CPA disposition

• Business liaison between staff and clients

• Meeting notes taken to slate daily work projects for office assistants December 2000 - October 2019

Senior Brokerage Transaction Specialist

Ameriprise Financial - Client Service Center Minneapolis, MN

• Responsible for errant fees corrections charged on client accounts

• Corresponded with clients informing them of fee rate changes

• Researched account history values to comply with legal requirements

• Activated client accounts

• Processed fee requests

• Developed process improvements for streamlined workflows

• Processed high volume transaction corrections

• Proof read work instructions to ensure accuracy

EDUCATION Associate of Arts

University of Northwestern – St. Paul, MN

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