Emilee Nelson
Pleasant Prairie,WI
Summary
Banking and accounting professional with a strong background in transaction processing, compliance review, and account reconciliation. Supports deposit operations, loan servicing, and cash handling by correcting errors, monitoring risk, and delivering clear customer and staff support across financial workflows.
Overview
13
13
years of professional experience
Work History
Deposit Operations Specialist
Community State Bank
Union Grove, Wisconsin
02.2026 - Current
- Processed ACH returns, NOCs, wires, and deposit records to ensure compliance with banking standards.
- Reviewed mobile deposits, check exceptions, and account adjustments for accuracy.
- Decision Non-posts, Overdrafts, and return deposit items.
- Processed levies, subpoenas, and garnishments.
- Supported account maintenance, stop payments, and funds availability review.
- Addressed customer and staff inquiries on deposit issues and banking procedures to enhance understanding and service.
- Managed returned mail and processed foreign items to facilitate efficient account operations.
- Monitored deposit activity for fraud indicators and suspicious transaction patterns.
- Processed debit card and ATM disputes.
- Assisted in executing Positive Pay procedures to prevent check fraud..
- Processed safe Deposit box account maintenance and audit
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
- Developed strong customer relationships that fostered loyalty and repeat business, ensuring high levels of customer satisfaction.
- Secured optimal working hours to enhance productivity and meet business needs.
Senior Teller
Wintrust Bank
Lake Forest, Illinois
02.2025 - 02.2026
- Process a variety of financial transactions (check cashing, withdrawals, deposits, loan payments, etc.) and accurately balance these transactions
- Oversaw and balanced cash drawers and verified daily branch settlements.
- Facilitated high volume of customer referrals, contributing to bank's sales goals.
- Processed tax payments for all branches, ensuring accurate reporting to corporate personnel.
- Trained new tellers on branch procedures and customer service standards.
- Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
- Applied bank policies to prevent fraud and ensure compliance.
- Identified and implemented process improvements, enhancing operational efficiency within the branch.
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, United StatesSkills
- 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.
- Indian Trial Academy high school Feeder Program 12u Softball coach
Timeline
Deposit Operations Specialist
Community State Bank
02.2026 - Current
Senior Teller
Wintrust Bank
02.2025 - 02.2026
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