Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Emilee Nelson

Pleasant Prairie,WI

Summary

Self-motivated offering great work ethic and devotion. Have the ability to handle multiple tasks and complete them in a timely manner. Detailed orientated, focused, proactive and able to work well with the public.

Overview

12
12
years of professional experience

Work History

Teller

Wintrust Bank
Lake Forest, Illinois
02.2025 - Current
  • Process a variety of financial transactions (check cashing, withdrawals, deposits, loan payments, etc.) and accurately balance these transactions
  • Operate a teller drawer to serve customers and bank personnel in lobby or drive up.
  • Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
  • Develop skills to recognize potential fraud and report to management as necessary. Comply with all department, bank and regulatory policies and procedures. Uphold established Wintrust culture.
  • May be responsible for bank opening/closing and may be required to participate in community events.

General Manager of Operations

Bristol 45 Diner
Bristol, WI
11.2013 - Current
  • Manage daily operations of the organization, including directing personnel, budgeting, planning, and organizing events Establish work schedules, ensuring tasks are done effectively and completed properly
  • Provide employees with guidance in handling difficult problems and resolving escalated complaints or disputes
  • Created relationships that make loyal customers and repeat business while maintaining customer satisfaction.
  • Rewarded with prime working times.

Accounts Payable and Commissions Contractor

Bluum
Minneapolis, Minnesota
01.2024 - 04.2024
  • Outstanding Spiff claim cleanup
  • Use Netsuite to do Spiff Claim applications and update payment tracker
  • Upload new Spiff claim programs and create spiff claim spreadsheets pulling information from Netsuite
  • Prepare spiff claims for spiff claim submission to send invoices to companies to review and follow through with accounts payable specialist
  • Special commissions preparation for specific company personnel
  • Bonus record generation and review

Accounts Receivable Contractor

PaR Systems
Saint Paul, Minnesota
11.2023 - 01.2024
  • Communicating with previous clients and customers to request payments and arrange payment plans
  • Managed aging reports to track outstanding invoices effectively.
  • Creating reposts and balance sheets that document overall profits and losses
  • Updating clients' accounts based on payments or contact information
  • Facilitates meetings with Accounting team and presents current update on progression of milestone updates
  • Maintaining bookkeeping database (Netsuite) and spreadsheets and updating inforamtion as needed

Compliance Processer

JHT Holdings
Kenosha, Wisconsin
03.2023 - 10.2023
  • Identifying, investigating and reporting compliance issues, irregularities, and violations
  • Preparing and filing compliance reports
  • Preparing and accurately importing tax data for Oregon, using excel, Revver, and other company software
  • Consulting with the legal department and advising leadership and management on compliance matters
  • Handling credit card receipts and processed payments for accounting department
  • Audit daily, monthly, quarterly reports, processed errors and corrected paperwork in a timely manner
  • Worked directly with auditor and Driver Safety and Compliance Director to create templates to accurately compile information in an efficient way, utilizing excel and other company software

Loan Servicing Associate

Gateway Mortgage
Kenosha, WI
12.2020 - 05.2022
  • Handle routine and complex inquiries from customers, title companies and vendors each day.
  • Prepare and deliver loan documents to title and escrow teams
  • ·Audit files regularly to detect and correct paperwork and processing errors
  • Reviewed and corrected errors on interest, principal and closing costs
  • Process payoffs, releases and curtailments for Conventional, VA and FHA loans
  • Delivered prompt, knowledgeable solutions to address customers' loan service issues
  • Review customer accounts to determine on-time payments and loan term compliance
  • Record applications for loan and credit, loan information and distribution of funds

Accounting Finance Intern

Kenosha County- Department Of Public Works
Bristol, WI
05.2019 - 08.2019
  • Involved in confidential meetings for County’s yearly budget preparation and supported other special accounting projects.
  • Accurately inputted financial data into General Ledger under the guidance of County personnel.
  • Processed payments, credits and other transactions using company software applications.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.

Administrative Assistant

UW-Milwaukee: University Safety & Assurances
Milwaukee, WI
10.2018 - 07.2019
  • Communicate via telephone, email and written correspondence with University Safety and Assurance clients.
  • Maintain Affiliation Agreement, Training and Driver Authorization databases.
  • Perform routine scanning, filing, mail sorting, and ordering supplies.
  • Assist with a variety of projects, including fire extinguisher training and fire drills.
  • Reception duties, answering telephones, directing calls and providing information.
  • Assist with on-campus errands and deliveries.

Accounting Intern

Kenosha County Public Works
Bristol, WI
05.2018 - 08.2018
  • Maintain fixed asset information in the County's Fixed Asset System.
  • Develop equipment inventory list and maintenance schedule by working with Finance and Facilities personnel.
  • Prepare various financial statements and reports from accounting system and distribute to appropriate County personnel.
  • Perform analysis and reconciliations of various accounts to resolve discrepancies by collecting and analyzing information and resolving problems.
  • Contribute to department and organization special projects as assigned.
  • Contribute to team effort by accomplishing related results as needed.

Education

BBA - Finance

University of Wisconsin - Milwaukee
Milwaukee, WI

Skills

  • Analytical ability
  • Transaction processing accuracy
  • Microsoft Excel
  • Netsuite, AX Dynamics, Quickbooks, Jobscope
  • Accounts reconciliation
  • Vendor relationship management
  • Loan Information Recording
  • Calculations Review
  • General ledger maintenance
  • Budget preparation
  • Financial analysis

Affiliations

  • High School: honor roll (4 years), gold card recipient, Renaissance club (achieved gold medal for above average GPA all 4 years.)
  • UW-Milwaukee Gamma Phi Beta Sorority- Gamma Gamma Chapter
  • UW-Parkside softball player, 2016-17, including community service.
  • Team Captain: basketball 1 year, softball 2 years. Coaches award, All-county award, 1st & 2nd team all-conference.
  • Panther Pit 56 Club member. (UW-Milwaukee)
  • Voluntary softball pitching coach.

Timeline

Teller

Wintrust Bank
02.2025 - Current

Accounts Payable and Commissions Contractor

Bluum
01.2024 - 04.2024

Accounts Receivable Contractor

PaR Systems
11.2023 - 01.2024

Compliance Processer

JHT Holdings
03.2023 - 10.2023

Loan Servicing Associate

Gateway Mortgage
12.2020 - 05.2022

Accounting Finance Intern

Kenosha County- Department Of Public Works
05.2019 - 08.2019

Administrative Assistant

UW-Milwaukee: University Safety & Assurances
10.2018 - 07.2019

Accounting Intern

Kenosha County Public Works
05.2018 - 08.2018

General Manager of Operations

Bristol 45 Diner
11.2013 - Current

BBA - Finance

University of Wisconsin - Milwaukee

Similar Profiles

CREATE PROFILE