Experience

Athlos Leadership Academy

• United States
• Education Administration Programs
• 1 - 100 Employee

• Accounts Coordinator

  • Nov 2017 - Present

  Brooklyn Park, Minnesota, United States - Respond to records requests for outgoing students via email and fax - Compile, gather and organize all student records to maintain order - Ensure confidential records are kept safe and secure - Create a new cumulative record file for all new incoming students - Maintain and enhance client service in front desk area - Conduct switchboard operation and assist parents with questions and concerns, and arrange student- parent meetings as required - Assist with MARSS… Show more - Respond to records requests for outgoing students via email and fax - Compile, gather and organize all student records to maintain order - Ensure confidential records are kept safe and secure - Create a new cumulative record file for all new incoming students - Maintain and enhance client service in front desk area - Conduct switchboard operation and assist parents with questions and concerns, and arrange student- parent meetings as required - Assist with MARSS statewide Reporting - Collaboratively work with School Tool Box (outside vendor) to coordinate the sale of school supplies online on vendor's website - Print and distribute all report cards to teachers - Complete order entry for lost or damaged curriculum to students - Participate in the planning and execution of school events and fundraisers - Provide high-level administrative support as an ELSA Scholarship Administrator through entering all scholarship students in system, as well as entering payments into system Show less



DaVinci Academy

• United States
• E-Learning Providers

• Administrative Assistant

  • Aug 2017 - Nov 2017

  Blaine, Minnesota, United States - Facilitated daily administrative functions, including customer service, data entry, reception management, switchboard operation, and records management - Maintained excellent communication and organizational skills while preparing and sending informational correspondence - Attended meetings and prepared accurate minutes - Administered medications and care in nurse’s absence - Supported clerical duties such as copying, faxing, and sorting mail - Managed… Show more - Facilitated daily administrative functions, including customer service, data entry, reception management, switchboard operation, and records management - Maintained excellent communication and organizational skills while preparing and sending informational correspondence - Attended meetings and prepared accurate minutes - Administered medications and care in nurse’s absence - Supported clerical duties such as copying, faxing, and sorting mail - Managed, controlled, and secured petty cash for field trips, lunch, background checks and extracurricular activities - Maintained confidential student records - Assisted in ensuring afternoon dismissal process ran smoothly Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Operations Coach | Annuity Financial Transactions

  • Dec 2015 - Aug 2017

  Minneapolis, Minnesota, United States - Facilitated and nurtured relationships with business partners, including offsite vendors - Scheduled and created key agendas for team meetings - Onboarded new employees and contractors in regards to daily business operations - Coordinated all team training and tracked progress of training - Coached and supported a team of 13 processors offshore in Gurugram, India through continual effective communication methods - Improved communications and relationships between teams… Show more - Facilitated and nurtured relationships with business partners, including offsite vendors - Scheduled and created key agendas for team meetings - Onboarded new employees and contractors in regards to daily business operations - Coordinated all team training and tracked progress of training - Coached and supported a team of 13 processors offshore in Gurugram, India through continual effective communication methods - Improved communications and relationships between teams via LEAN committee collaboration - Tracked team daily time lines ensuring focus was on critical tasks - Transitioned projects from outside vendor to new India office location - Represented team initiatives and goals during various project meetings, resulting in timeliness of project completion

• Analyst (Death Claims)

  • Sep 2014 - Dec 2015

  Minneapolis, Minnesota, United States - Traveled to Albany, NY office acquiring operations knowledge and implemented in Minneapolis - Managed approval deadlines and paced priority projects guaranteeing that key tasks were completed in a timely manner - Led the effort to train India business partners in death claims payments - Created and published procedure documents for the Ameriprise Source of Knowledge - Supported and coached a team of 5 processors in remote locations - Converted files from hard copy to electronic… Show more - Traveled to Albany, NY office acquiring operations knowledge and implemented in Minneapolis - Managed approval deadlines and paced priority projects guaranteeing that key tasks were completed in a timely manner - Led the effort to train India business partners in death claims payments - Created and published procedure documents for the Ameriprise Source of Knowledge - Supported and coached a team of 5 processors in remote locations - Converted files from hard copy to electronic databases cutting down on time and ensuring records were retained - Completed detailed work for a seamless transition to EWF as the position moved into its new department - Tracked team projects and ensured timeliness

• Cash Flow and Reconciliation Professional II

  • Aug 2009 - Sep 2014

  Minneapolis, Minnesota, United States - Resolved complex issues and escalated client concerns through daily contact with advisors and back- office personnel - Communicated with Fraud department while processing Reg E claims - Participated in Lean Management initiative with goals toward continuous improvement across department and organization - Positioned and reconciled Clearing Organization's approximately $2 billion in cash to guarantee adequate funds for daily business operations - Cross-trained… Show more - Resolved complex issues and escalated client concerns through daily contact with advisors and back- office personnel - Communicated with Fraud department while processing Reg E claims - Participated in Lean Management initiative with goals toward continuous improvement across department and organization - Positioned and reconciled Clearing Organization's approximately $2 billion in cash to guarantee adequate funds for daily business operations - Cross-trained in all 33 department reconciliation accounts over the course of five months - Documented AEIS operating account reconciliation procedure

• Fund Accountant

  • Sep 2006 - Aug 2009

  Minneapolis, Minnesota, United States - Calculated Net Asset Values for four Mutual Funds - Preserved accuracy in fund balancing and accounting by reconciling cash, processing expenses, and analyzing daily distributions - Maintained accurate reporting by identifying, researching, and correcting fund variances as required - Prepared, reviewed, and analyzed monthly, semi-annual, and annual expense reports - Supported interdepartmental functions through cross-training - Utilized MS Word, Excel, SunGuard, Lotus… Show more - Calculated Net Asset Values for four Mutual Funds - Preserved accuracy in fund balancing and accounting by reconciling cash, processing expenses, and analyzing daily distributions - Maintained accurate reporting by identifying, researching, and correcting fund variances as required - Prepared, reviewed, and analyzed monthly, semi-annual, and annual expense reports - Supported interdepartmental functions through cross-training - Utilized MS Word, Excel, SunGuard, Lotus Notes, SEI, and SAUV

• Mutual Fund Specialist

  • Sep 2004 - Sep 2006

  Minneapolis, Minnesota, United States



Piton Wealth - Thrivent Financial

• United States
• Financial Services
• 1 - 100 Employee

• Payment Apply Specialist

  • Aug 2000 - Sep 2003

  Minneapolis, Minnesota, United States