Denise Malmberg
Des Plaines,IL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
Tax Professional
Rebmann & Associates
2024.01 - Current
- Maintained comprehensive records of client tax returns in secured areas.
- Completed and filed returns with local, state, and federal tax departments.
- Prepared tax returns for diverse industries in compliance with government regulations.
- Reviewed data against tax code to identify exemptions, deductions, and liabilities.
Client Care Specialist/Mortgage Loan Processor
JPMorgan Chase
2016.07 - 2023.03
- Maintain 90% customer service rating
- Calculated reviewed and corrected errors on interest, principal and closing costs
- Collected and compiled paperwork such as title abstracts insurance paperwork loan files and tax histories
- Handled any conditions sent by underwriting department. Worked with customer to answer questions and resolve issues.
- Communicated with originator and applicants concerning progress of loan file.
- Assisted in management reports
- Helped train new employees.
Licensed Personal Banker/Teller
JPMorgan Chase
2005.11 - 2016.07
- Enhanced customer loyalty by offering exceptional service during account openings, loan applications, and credit card processing.
- Exceeded performance metrics consistently throughout tenure as Licensed Personal Banker through diligent work and commitment to customer satisfaction.
- Implemented effective referral strategies to establish relationships with potential customers and boost branch growth.
- Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
Investment Advisor Assistant
Great Lakes Bank
2002.11 - 2005.11
- Organized client meetings and events to enhance community engagement among clientele.
- Service all clients with IRA additions, yearly RMD’s and buys and sells in investments
- Supported Investment Advisor in developing customized financial plans for high-net-worth clients.
- Increased client satisfaction through timely and accurate investment advice.
Education
Bachelor of Arts - Finance And Economics
Lewis University
Romeoville, IL05.2002
Skills
- Customer Service
- Critical Thinking
- Financial Document Review
- Microsoft Office
- Lending Software Systems
- Financial Data Collection
- Verbal and Written Communication
- Serve Client Needs
Timeline
Tax Professional
Rebmann & Associates
2024.01 - Current
Client Care Specialist/Mortgage Loan Processor
JPMorgan Chase
2016.07 - 2023.03
Licensed Personal Banker/Teller
JPMorgan Chase
2005.11 - 2016.07
Investment Advisor Assistant
Great Lakes Bank
2002.11 - 2005.11
Bachelor of Arts - Finance And Economics
Lewis University