Connie Kuck
Burnsville,MN
Summary
Professional with 40+ years of experience. Highly motivated, strong internal and external client relationships, limited supervision, strong analytical skills, multi-tasking, time management, ability to meet many deadlines, superior attention to detail and accuracy, and ability to communicate confidentially and professionally. Strong leadership skills; able to prioritize and make sound decisions quickly while maintaining a focus on the bottom line in a fast-paced environment.
Overview
39
39
years of professional experience
Work History
Account Coordinator
Canteen One
03.2022 - Current
- Work with FS and the GetHelp desk on unresolved client issues.
- Manage projects such as new site openings and new client rollouts.
- Maintain client records using Business Objects to verify information for proper setup in JDE.
- Support Client Managers requests for product adds, product ordering, special reports, and project summary reports.
- Resolve issues between client locations and vendors by working with internal teams.
- Escalated issues to appropriate channels as necessary.
Signing Agent
Notary Public
07.2020 - Current
- Preparing document packets for mortgage refinancing’s, reverse mortgages, wills, power of attorney, W9s, and debt settlements
- Meet with the client and have them sign the documents, notarize as needed, scan/upload and ship the executed documents to the title company.
Invoicing Specialist 1
Canteen One
04.2017 - 06.2020
- Worked with daily EDI’s, comparing the products delivered and pricing against the client’s catalog(s), researching differences, making corrections as needed, VLOOKUP, invoice consolidation and billing, posting payments, catalog revisions/pricing changes
- The position had me closely working with the Client Manager(s) and Account Coordinator(s).
Paralegal
Briggs & Morgan
01.2015 - 01.2017
- Public Finance Group (taxable and tax-exempt obligations) – research and preparation of documents related to complex general obligation bonds, tax increment, DEED bonding, conduit financings, and industrial and commercial development
- Exceptional communication skills with external clients.
Paying Agent Administrator
Ehlers & Associates, Inc, Bond Trust Services Corporation
01.1994 - 01.2015
- I worked closely with DTCC in the setup of new issues, daily reconciliation of our client’s position with DTCC, research and handle any discrepancies, invoicing monthly statements, collection and disbursement of principal and interest payments, preparation of call notices, document archiving and retention, and submitting IRS rebate forms for the ARRA (Build America Bonds).
Senior Bond Sales Coordinator
Ehlers & Associates, Inc.
- Managed the municipal bond sales from sale day to closing
- Tasks include fielding calls from the municipal underwriters, taking and confirming bids submitted via the internet or fax, working with all parities in collecting the legal documents, completion of the legal documents, prepare the wiring instructions for settlement day, confirmation that the client received the funds and the release of the Bonds to the underwriter through DTCC
- This is an extremely fast paced environment with high attention to detail.
Continuing Disclosure Coordinator
Ehlers & Associates, Inc.
- Collect and compile annual information from the municipality and County Auditor(s) for each bond issue as required by law
- Dissemination of the data to the national repository for secondary market disclosure on a timely basis.
Syndicate/Underwriting Advisor
Piper Jaffray Incorporated
01.1985 - 01.1994
- Arrange and facilitate settlement of large municipal under writings
- Delivery of the trades through the settlement system
- Monitor, reconcile, and research any trades that are open
- Outstanding performance award October 1992
- Broker/Dealer Fail Control Monitor
- Delivery of trades to the Broker/Dealers on settlement day
- Monitoring and reconciling the daily activity of the Broker/Dealer accounts and researching and documenting any open items.
Legal Transfer Representative
Piper Jaffray Incorporated
- Advised branch personnel what legal documents are required by law to change the registration on a client’s account(s)
- This involved estates, trusts, conservator ships, UGMA’s, UTMA’s, power of attorney, wills, restricted stock, and other legal matters.
Lost Certificate Coordinator
Piper Jaffray Incorporated
- Liaison for Investment Executives, Clients, Transfer Agent and the, in obtaining legal documents required for the issuance of a Surety Bond to replace the lost certificate/bond
- Accomplishments Development and implementation of a new database at Ehlers
- Managed and monitored the process with the project manager, business analyst, programmers, and financial analysts to design a complex system to accommodate the different types of municipal bonds
- The database is instrumental in the production of the pre and post sale reports, preparation of the preliminary official statement, breaking down the principal and interest payments for each issue, and ad hoc reports.
Education
No Degree - Notary Signing Agent
National Notary Association
10.2016
No Degree - CIPMA Certification
National Association of Municipal Advisors
04.2006
Certified Nursing Assistant - licensed by the State of Minnesota - Certified Nursing Assistant
On The Job Training
1988
Various Business Courses -
Normandale Community College
1981
Hennepin Technical College
1977
Skills
- JD Edwards, Business Objects, and Excel experience
- Manage $15 Billion in annual principal and interest payments
- Reconciliation with Depository Trust Company Corporation (DTCC)
- Research complex issues
- Excellent verbal and written skills
- Develop new reporting methods
- Municipal Underwriting
- Completion of legal documents
- Expertise in invoicing and database transactions
- Account reconciliation
- Exceptional organizational skills
- Municipal Bond Issues
- High attention to detail and accuracy
- Proficient in
- Microsoft applications
- Teamwork
- Flexibility
- Document Retention and Archiving
- Biennial audit by the Minnesota Department of Commerce
Affiliations
Member, NAMA - National Association of Municipal Advisors
Member, National Notary Association
Member, USA Signing Agent
Certifications
Certified Independent Professional Municipal Advisors (CIPMA)
Notary Signing Agent Certification Course
Timeline
Account Coordinator
Canteen One
03.2022 - Current
Signing Agent
Notary Public
07.2020 - Current
Invoicing Specialist 1
Canteen One
04.2017 - 06.2020
Paralegal
Briggs & Morgan
01.2015 - 01.2017
Paying Agent Administrator
Ehlers & Associates, Inc, Bond Trust Services Corporation
01.1994 - 01.2015
Syndicate/Underwriting Advisor
Piper Jaffray Incorporated
01.1985 - 01.1994
Senior Bond Sales Coordinator
Ehlers & Associates, Inc.
Continuing Disclosure Coordinator
Ehlers & Associates, Inc.
Legal Transfer Representative
Piper Jaffray Incorporated
Lost Certificate Coordinator
Piper Jaffray Incorporated
No Degree - Notary Signing Agent
National Notary Association
No Degree - CIPMA Certification
National Association of Municipal Advisors
Certified Nursing Assistant - licensed by the State of Minnesota - Certified Nursing Assistant
On The Job Training
Various Business Courses -
Normandale Community College
Hennepin Technical College
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