Experience

The Advocate Group

• United States
• Financial Services
• 1 - 100 Employee

• Planning and Operations Associate

  • Apr 2021 - Present



GreatAmerica Financial Services

• United States
• Financial Services
• 400 - 500 Employee

• Cash Application Specialist

  • May 2019 - Apr 2021

  • Process and post ACH, online, and credit card payments daily in InfoLease • Balance payment postings in InfoLease to online ledger at end of day • Utilize Salesforce to communicate internal team requests and track progress • Utilize Excel to pull data from online payment system and create reports by payment type • Facilitate customer needs via email and phone • Process and post ACH, online, and credit card payments daily in InfoLease • Balance payment postings in InfoLease to online ledger at end of day • Utilize Salesforce to communicate internal team requests and track progress • Utilize Excel to pull data from online payment system and create reports by payment type • Facilitate customer needs via email and phone



Smith Accounting

• Iowa City, Iowa Area

• Student Tax Assistant

  • Jan 2019 - Apr 2019

  • Prepared preliminary tax returns by accurately entering client data on Drake Tax software • Organized client documents and scanned into online filing system • Learned new processes and laws for Iowa State and Local tax returns • Worked with accountants to understand the deductibility of special/extraordinary expenses • Prepared preliminary tax returns by accurately entering client data on Drake Tax software • Organized client documents and scanned into online filing system • Learned new processes and laws for Iowa State and Local tax returns • Worked with accountants to understand the deductibility of special/extraordinary expenses



Republic Bank Of Chicago

• United States
• Banking
• 100 - 200 Employee

• Intern/Banker Trainee - Wealth Management

  • May 2018 - Aug 2018

  • Utilized applications such as Word, Excel and Outlook to complete letters and memos, data entry, spreadsheets, and scheduling appointments • Worked with licensed bankers to learn more about products and opportunities the bank offers • Learned from financial advisors about the different planning services/products provided • Attended client meetings to help assess a client’s needs and comfortability with risk/products • Utilized advisor’s online software to build personalized product plans for clients (529 plan) Show less



Iowa Memorial Union Business Office

• Iowa City, Iowa

• Cashier Assistant

  • Aug 2017 - May 2018

  Process cash bags, pack cash bags for University of Iowa Memorial Union restaurants and student organizations. Process cash bags, pack cash bags for University of Iowa Memorial Union restaurants and student organizations.



Kelly Kare Lawn Maintenance, Inc.

• Facilities Services
• 1 - 100 Employee

• Field Specialist

  • May 2012 - Aug 2016

  Mowing lawns, spreading mulch, edging beds, fall leaf clean up, bush trimming, lawn repair and seeding Mowing lawns, spreading mulch, edging beds, fall leaf clean up, bush trimming, lawn repair and seeding



University of Iowa

• United States
• Higher Education
• 700 & Above Employee

• Referee

  • Sep 2015 - May 2016

  Refereeing flag football and basketball Refereeing flag football and basketball