Experience

MidWestOne Bank

• United States
• Financial Services
• 1 - 100 Employee

• Trust Securities Specialist

  • Apr 2010 - Present

  • Set up new securities in financial software (including but not limited to mutual funds, money market funds, bonds and equity funds)• Input daily trades and post to trust accounts on settlement date• Order or redeem CD’s for trust accounts• Run morning and afternoon sweep process for cash management funds• File and pull assets as requested and keep accurate records of all assets held by trust clients• Post regular, short and long gain reinvestments• Contact security holders who are part of a corporate action on an equity fund, then place their vote with our custodian• Backup for the Trust Data and Reconcilement Specialist and Income Specialist. Duties include but are not limited to updating and posting transactions directed by the admins to trust accounts, reconcile all transactions of operators at end of day, make deposits and transmit ACH’s, print out and distribute checks and post all dividends and interest as related to fed, equity and mutual funds as well as cd interest.



Loras College

• United States
• Higher Education
• 200 - 300 Employee

• Access Control Coordinator

  • Sep 2007 - 2012

  • Part-time position allowing access into the wellness center• Sell memberships, answer phone and supervise the student worker• Work admissions for sporting events



Rite-Hite

• United States
• Machinery Manufacturing
• 500 - 600 Employee

• Payroll Specialist

  • Feb 1987 - Apr 2009

  • Process payroll on several programs including ADP and Ceridian• Significantly helped reduce payroll processing time by designing time efficient timesheets and payroll processes• Responsible for monthly GL and labor distribution reporting• Responsible for yearend payroll reporting which included vacation and payroll accruals and 401(k) contribution eligibility• Processed life insurance enrollments and claims• Managed FMLA and short-term disability claims• Backup to HR Assistant which included but was not limited to handling new hire paperwork, setting up interviews and assisting HR Manager as needed• Instrumental in the organization and maintaining of wellness program on site• Contact for uniform service• Backup for accounts payable and switchboard for last 10 years of employment• Worked in billing and credit departments for 2 years following initial hiring