Kristina Pataki

Landowner Accountant at Exus Management Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Pittsburgh Region
Languages
  • English -
  • Spanish -

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Experience

    • Spain
    • Services for Renewable Energy
    • 100 - 200 Employee
    • Landowner Accountant
      • Mar 2023 - Present

    • United States
    • Construction
    • 700 & Above Employee
    • Loan Closer
      • Dec 2020 - Mar 2023

      - Completed regular audits to ensure completeness and correctness of all loan documentation - Prepared and reviewed closing disclosures for all loan types (FHA, VA, USDA, etc) - Assisted with the training and development of new hires - Piloted new software and assisted in rollout of new software services throughout the department - Assisted the help desk team with tracking technical issues caused by a transition to cloud-based files - Completed regular audits to ensure completeness and correctness of all loan documentation - Prepared and reviewed closing disclosures for all loan types (FHA, VA, USDA, etc) - Assisted with the training and development of new hires - Piloted new software and assisted in rollout of new software services throughout the department - Assisted the help desk team with tracking technical issues caused by a transition to cloud-based files

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Event Coordinator & Dealership Mentor
      • Oct 2014 - Jan 2023

      - Managed weekend sales events for a variety of automotive dealerships and dealer groups - Organized sales meetings with all dealership staff to provide sales strategy and enthusiasm - Worked with upper level management to increase efficiency and motivate all staff members - Engaged with all customers to communicate key messaging of the event and features of the dealership - Increased customer conversion, satisfaction, and retention - Captured customer feedback to determine key needs for the dealership's staff to fulfill - Created original social media content to share and advertise promotional events - Generated sales reports and discussed results and analysis with management - Generated new client sales leads at NADA 2017 in New Orleans, LA and at NADA 2020 in Las Vegas, NV - Promoted to Dealership Mentor in 2017 to assist with training and development of new hires at the dealership level Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intermediate Representative/Analyst, Corporate Actions Middle Office
      • Dec 2018 - Nov 2020

      • Processed moderately complex mandatory and voluntary corporate actions related to international and US securities held by multiple middle office clients • Reconciled client positions with multiple custodians and monitored appropriate posting of accruals and entitlements to client accounts • Assisted with account maintenance activities related to new account set-ups and updates to exiting accounts to ensure SWIFT messages could be sent and received • Assisted with the collection and reporting of monthly data on processed volume and related productivity metrics - Assisted in training and development of new hires Show less

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 500 - 600 Employee
    • Account Executive
      • Jun 2018 - Dec 2018

      - Managed relationships between carriers and shippers through virtual communication tools - Acquired new business and re-activated lost business via cold calls - Analyzed key market trends and forecasted market capacity - Provided logistics consulting to assist shippers through the entire shipping process - Managed multiple projects for customers with databases and Microsoft excel - Managed relationships between carriers and shippers through virtual communication tools - Acquired new business and re-activated lost business via cold calls - Analyzed key market trends and forecasted market capacity - Provided logistics consulting to assist shippers through the entire shipping process - Managed multiple projects for customers with databases and Microsoft excel

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Metrics Analyst Summer Intern
      • Jun 2017 - Aug 2017

      - Assisted various teams within Settlement Operations department on analysis of large data sets - Analyzed trends and impacts on cost and revenue within the Settlement department - Designed and implemented new process for weekly variance submissions using Microsoft SharePoint - Researched and provided recommendations on the relationships between employee hours and volume of items to department Vice President - Increased detail and depth of information gathered from data sets. - Worked with department managers and tech team to improve processes and increase efficiency - Active member of YoPro; Assisted in the planning of a large site-wide event focused on career development - Innovated with peer team of interns to develop new product solution and presented to company executives Show less

Education

  • Penn State University
    Bachelor of Science (BS), Economics
    2014 - 2018
  • Penn State University
    Smeal College of Business, Business Fundamentals Certificate
    2014 - 2016

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