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Title Personal Assistant Business Administration
Target Location US-IL-Chicago
Email Available with paid plan
Phone Available with paid plan
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PHONE NUMBER AVAILABLEEMAIL AVAILABLEPROFESSIONAL SUMMARYResourceful and hard-working leader with strong problem-solving skills and an analytical mind. Positive team player with the ability to learn and apply new procedures quickly and adapt to new challenges.EDUCATIONIllinois State University December 2015B.S. Business Administration, minors in Economics and Creative WritingEXPERIENCEPersonal Assistant/Paralegal  Brianne Dunn, Esq. Chicago, IL October 2023
Scheduling for multiple calendarsCoordinating and providing transportationRuns personal errands i.e.  grocery shopping, car maintenance, driving daughter to and from schoolSet up for parties and eventsGeneral household tasksElder CareExpense and budget reportingCoordinating with third party vendors for a variety of projectsBilling clients and following up on missing paymentsParalegal projects  Internet Research, drafting complaints, communication with clientsBank Loan Specialist  U.S. Bank, Chicago, IL January 2022  October 2023Lead the transition of the Bank Loan Service team from Corporate Trust to the Global Funds Services departmentCollaborated with different departments within U.S. Bank to create a working business model for the new teamWorked closely with clients to meet their unique reporting and financial needsDeveloped solutions for new business procedures as they aroseCompleted daily reconciliations, cash account activities, and reporting for Collateralized Debt Obligation accountsCDO Portfolio Administrator II/III  U.S. Bank, Chicago, IL August 2018  January 2022Booked cash inflows/outflows to the portfolioTracked asset attributes such as accrual information, rating, industry codesProvided reports to the clients on a daily basisAssisted analysts with reporting to the investors and calculating waterfall distributionsEnsured 100% accuracy and timeliness of data through proper accounting and reconciliation of account activityBooked, monitored, and maintained trade activitiesCompleted both outgoing and incoming wire and ACH transactions and reconciliationsCDO Loan/Asset Administrator  U.S. Bank, Chicago, IL December 2016  August 2018Set up new portfolios, assets, and cash mapping inputRan daily cash files for administrators, ensuring punctuality and accuracyResearched payment discrepancies between portfolios and reconcile the paymentsResponsible for resolving internal issues brought by different departmentsTook on special inter/intra department projects.ADDITIONAL SKILLSExperienced in Microsoft Excel  Including V-lookups, Pivot Tables, and SUMIF, among othersProficiency in all Microsoft Office Products - Word, Excel, PowerPoint, Outlook, and AccessExperienced in Wall Street OfficeExperienced with SQL

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