Brenna Catalla
Kansas City,MO
Summary
After spending much of my adult life in the Finance Industry, I was allowed the privilege and opportunity of staying home with my baby in 2022. I had spent so much of my life dedicated to my career, that I did not realize how much I had yet to learn about myself. My babies are getting older, and I am thankful for the time I had with them, however I am very much looking forward to stepping back into my career. I have come to understand myself and my direction in life like never before, and I look forward to bringing those skills back to my work life. I am passionate about working in a place I enjoy coming to, and making it a better place for all who are involved.
Overview
13
13
years of professional experience
Work History
Stay at Home Parent
Myself
Kansas City, MO
09.2022 - Current
Supervisor Complex Commercial Loan Department
Commerce Bank
Kansas City, MO
07.2021 - 09.2022
- Reviewed and ensured compliance of loan submissions with legal and regulatory standards to mitigate risk/meet compliance needs.
- Supported back-office operations for complex commercial, business banking, and specialty lending products.
- Financial Transactions: I set up and reviewed existing ACH transactions, released wires, and ensured loan agreements were accurately posted to customer’s accounts.
- Collected interested for car dealerships that had loan agreements with Commerce Bank.
- Reviewed due diligence documents, such as CIP and Beneficial Ownership documents, to ensure accurate and complete documentation of loan files.
- Managed, and maintained a great relationship with my team to ensure they had the guidance and resources they needed to do their jobs efficiently.
- Collaborated with other departments to enhance workflow by updating procedures and maintaining strong relationships.
Financial Advisor’s Assistant
Wells Fargo Advisors
Kansas City, MO
08.2017 - 07.2022
- Assisted financial advisors with high profile client account management and documentation.
- Prepared and maintained accurate client records and financial statements.
- Client Communications: Maintained all client contact, set client meetings, and ensured all materials were ready and organized.
- Organized the advisor’s private client events from start to finish.
- Financial Transactions: I was in charge of releasing all client ACH, wire, and check transactions. I helped enter stock market trades in clients portfolios and assisted clients with transfers to and from other institutions.
Lead Mutual Fund Representative
SS&C Technologies
Kansas City, MO
08.2013 - 08.2017
- Lead point of contact for the PIMCO Mutual Funds team. I took all complex calls regarding client and Institutional Accounts for back offices.
- Assisted clients and financial advisors with mutual fund selections and investment inquiries.
- Processed transactions and maintained accurate client account records, and reviewed them with clients, if necessary.
- Collaborated with team members to enhance customer service initiatives.
- Assisted in acting as manager when manager was out of office or in meetings.
- Financial Transactions: Placed Mutual Fund Trades, set up ACH transactions, released wires and ensured systematic transactions were set up correctly.
- Had a deep level of understanding for tax implications and Mutual Fund Industry knowledge.
Education
Some College (No Degree) - Finance
Metropolitan Community College
Kansas City, MOSkills
- Strong Communication Skills
- Over 10 years of Customer Service and Financial Industry Experience
- Strong Leadership Skills
- Problem Solving Skills
- Integrity and Professionalism
- Schedule management
- Dedicated to Process Improvement
Timeline
Stay at Home Parent
Myself
09.2022 - Current
Supervisor Complex Commercial Loan Department
Commerce Bank
07.2021 - 09.2022
Financial Advisor’s Assistant
Wells Fargo Advisors
08.2017 - 07.2022
Lead Mutual Fund Representative
SS&C Technologies
08.2013 - 08.2017
Some College (No Degree) - Finance
Metropolitan Community College