Kelli Wagner
Olathe
Summary
I am a hardworking and reliable individual. I have focused on going above and beyond for clients and supporting my team. I am very motivated to continue to learn and grow in my career.
Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, structures and procedures and initiating corrective actions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Escrow Auditor
Title Midwest, INC.
08.2024 - Current
- guaranteeing integrity and correctness in all Title Midwest escrow accounts.
- daily and month-end audits of all trust accounts
- Coordinate daily and monthly interactions with closing offices about outstanding checks and unbalanced files.
- Administer all bank accounts, ensuring proper management of signature cards and online user profiles.
- Coordinate and prepares information for underwriter audits
- Annual file review of all closers.
- Conducted thorough financial audits ensuring compliance with industry regulations and standards.
- Analyzed complex financial data to detect discrepancies and support decision-making processes.
- Analyzed monthly software bills and assigned appropriate billing codes for each office in Excel. Streamlined billing code assignment process to enhance accuracy and efficiency. Utilized Excel to organize and track billing codes for multiple offices.
Commercial & Treasury Management Support Specialist I
HTLF
10.2022 - 08.2024
- Maintains direct strong relationships with clients
- Knowledge of Online banking, DLM, Bill Pay, and Positive pay
- Troubleshoots technical and operational issues with Online banking, DLM, Bill Pay, and Positive pay
- Performs training courses with new clients that have signed up for TM products.
- Performs training on current clients that needs refresher on TM Products.
- Resolved file format issues for payment applications integrating with client accounting systems. Addressed nacha file discrepancies to ensure accurate transactions. Streamlined file upload/download processes to enhance operational efficiency. Collaborated with clients to troubleshoot and rectify format-related challenges. Implemented solutions for improved compatibility across various accounting software. Conducted thorough analysis of payment application errors to prevent future issues. Facilitated communication between clients and technical teams for effective issue resolution.
- Performs maintenance to fulfill customer requests and maintains existing company products and update as requested
- Collaborates with assigned bank approvers to expedite decisions for clients regarding file limit increases for ACH applications or RDC/MRDC while ensuring adherence to established risk management controls.
- Collaborates with TM sales officers to provide client assistance.
- Provide customer service to clients on phone, emails, and secure messages.
- BTE's and holds on customer accounts.
- Developed and activated fraud alerts for customers to mitigate risks. Engaged with customers to support resolution of individual fraud cases.
- Documented customer inquiries and resolutions in a ticketing system.
Customer Care Representative II
HTLF
06.2020 - 10.2022
- Delivers exceptional customer service to clients.
- Facilitate customer support for banking inquiries regarding accounts, online banking, bill pay, and debit cards.
- support customers in addressing challenges and elevate concerns as required
- tier 2 line supporting internal employees with questions and addressing problems as needed.
- expertise in Zelle.
- disputes for debit card and ACH transactions.
Customer Associate II
Capitol Federal
10.2014 - 04.2018
- Teller Transactions
- Opened and closed accounts efficiently to streamline client onboarding processes. Managed account lifecycle from initiation to closure, ensuring compliance with regulations.
- Managed personal, IRA, trust, and business accounts to ensure compliance and accuracy.
- vault reconciliation general ledger
- BTE
- maintaining ATM functionality.
Education
MBA - Business Administration Finance
Baker University
Baldwin City, KS05-2027
Bachelor's - Business Administration Management
Baker University
Baldwin, KS05-2020
Associate - Liberal Arts
Johnson County Community College
Overland Park, KS07-2017
High school - undefined
Shawnee Mission North High School
Shawnee Mission, KS05-2012
Skills
- Efficient and Detail-Oriented
- Multitasking and Prioritization
- Teamwork
- Time Management
- Customer Data
- Multi Line Phone systems
- Establishing and maintaining relationships with customers
- Knowledge Tm services, ACH, Wires, Positive pay, and DLM
- Troubleshooting software issues
- Audit reporting
- Clear communication
- Comprehensive audit preparation
- External and Internal auditing
- Financial account reconciliation
Certification
- FEMA- Decision Making/Problem Solving
- FEMA- Effective Communication
- FEMA- Leadership and Influence
- FEMA- Anticipating Hazard Weather
- FEMA- Emergency Planning
- FEMA- Fund of Emergency Management
- FEMA- Protecting Home/Small Business
- FEMA- Radiological Emergency
- FEMA- Role of Voluntary Agencies
Timeline
Escrow Auditor
Title Midwest, INC.
08.2024 - Current
Commercial & Treasury Management Support Specialist I
HTLF
10.2022 - 08.2024
Customer Care Representative II
HTLF
06.2020 - 10.2022
Customer Associate II
Capitol Federal
10.2014 - 04.2018
Bachelor's - Business Administration Management
Baker University
Associate - Liberal Arts
Johnson County Community College
High school - undefined
Shawnee Mission North High School
MBA - Business Administration Finance
Baker University