Joe Sorenson
Stillwater,MN
Summary
Results-driven Corporate Trust Financial Analyst with over 3 years of experience in managing complex financial transactions and providing comprehensive trust administration services. Expertise in financial data analysis, risk assessment, and regulatory compliance within the corporate trust sector. Proficient in analyzing mortgage backed securities deals and delivering insights that enhance operational efficiency and client satisfaction. Strong communicator with a proven ability to collaborate with clients and coworkers and present financial data clearly. Committed to upholding the highest standards of accuracy and integrity in all financial reporting.
Overview
4
4
years of professional experience
Work History
Securities Admin Services Analyst
Computershare Corporate Trust
10.2021 - Current
- Process daily and monthly wire disbursements per client directions
- Act as main point of contact for all deal parties, including servicers, lenders, investors, and internal team members
- Provide client-focused services between investors, sellers and internal team members
- Reconcile, validate and analyze cash movements within accounts
- Make sound decisions to ensure services are within company compliance and guidelines
- Research deal documents and mediate rising problems
- Execute operational production tests and verify accurate data and results
- Provide secondary reviews, analysis, and training for lower level analysts
Market Analyst Intern
Stillwater Investment Management
06.2020 - 08.2020
- Collected data from the stock market, including past performance, correlations, and recent trends
- Prepared an analysis of the S&P 500, including tables, graphs, and financial ratios
- Provided and presented a report on the value of the S&P 500 which included predicting future performances of the S&P 500 Sectors accurately
Education
Finance - Minor in Psychology
University of Minnesota - Duluth
Duluth, MN05.2021
Skills
- Data Analysis
- Problem Solving
- Excel Proficiency
- Attention to Detail
- Issue Identification
- Team Collaboration
Timeline
Securities Admin Services Analyst
Computershare Corporate Trust
10.2021 - Current
Market Analyst Intern
Stillwater Investment Management
06.2020 - 08.2020
Finance - Minor in Psychology
University of Minnesota - Duluth
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