Experience

Carleton, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Client Engagement Executive

  • Oct 2018 - Present

  After working in different positions within Carleton's Research and Compliance and Technical Integration Support teams, I am excited to apply my experience and expertise to a new client focused business development role.

• Research and Compliance Analyst

  • Mar 2013 - Nov 2018

  Develop detailed consulting reports and portfolio calculation auditsDetect calculation compliance errorsResearch and interpret legislation surrounding personal lending, leasing, sales, and other pertinent close end credit transactions.Consult with business partners to recommend actions to protect profitability



The Federal Savings Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Jun 2012 - Mar 2013

• Senior Mortgage Banker

  • May 2011 - Jul 2012



Guaranteed Rate

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Consultant

  • Jul 2009 - May 2011



Rehabilitation Institute of Chicago

• United States
• Hospitals and Health Care
• 500 - 600 Employee

• Business Analyst

  • Oct 2008 - Jun 2009

  -Data analysis for both strategic growth and business development initiatives - Aid in creation and development of business plans and models -Perform external research on market trends, providers (hospitals, physicians), competitors, demographics, legislation and other industry information pertinent to each new business opportunity -Contribute as active member of business development teams; performing tasks as necessary to complete assessments within expected timeframe, including development of final business plan deliverables and associated presentations Show less



Saint Joseph Health System (Indiana)

• Hospitals and Health Care
• 700 & Above Employee

• Executive Intern

  • Jul 2007 - Jul 2008

  - Heavy focus in Business Development - Market Analysis - Business Plan Creation - Project Management - Participant in Executive Team Meetings - Heavy focus in Business Development - Market Analysis - Business Plan Creation - Project Management - Participant in Executive Team Meetings



Marilyn Farms

• Student Consultant

  • Aug 2006 - Dec 2006

  - Worked with a team of students to analyze business expansion feasibility for an organic farm. - Administered and surveys and created information databases. - Conducted detailed cost benefit analysis based on volume projections of potential customers visiting the on sight location. - Worked with a team of students to analyze business expansion feasibility for an organic farm. - Administered and surveys and created information databases. - Conducted detailed cost benefit analysis based on volume projections of potential customers visiting the on sight location.