Larson Kalinowski
Doylestown,PA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
Foundations financial partners
Doylestown, PA
08.2023 - 01.2024
- Immersed in real-world financial analytics during an educational internship.
- Applied theoretical knowledge through engaging casework exercises and simulations.
- Received personalized mentorship from experienced professionals and expanded my network by connecting with professional advisors.
- Developed a strong skill set relevant to financial analytics, setting the stage for potential full-time opportunities in the field.
Summer Finance Intern
NewRez
Fort Washington, PA
05.2022 - 09.2022
- Performed a complete risk assessment of existing correspondent relationships where all derogatory information was noted, addressed and outlined the risk associated with the /existing relationship regarding eligibility, loan quality, loan performance, capitalization, ownership, financial viability, successfully justifying the Analyst’s approval/denial recommendation for a total of 60 clients
- Reviewed third-party vendor information/reports and collected all necessary data to address conflicting information or mitigate potential risk to NewRez to ensure that regulatory, compliance and internal eligibility requirements are met prior to issuing an Approval/Denial recommendation of new customers
- Escalated and documented risk issues uncovered during the approval, or recertification processes to management that are outside the established eligibility requirements or that present an increased or unacceptable level of risk to Ditech.
Summer Finance Intern
Dorman Products
Colmar, PA
05.2021 - 08.2021
- Created queries to help filter out data to find where unproductive inventory is being held
- Created a system to help find where parts are turning on a quarterly basis
- Provided a variety of different charts and pivot tables to team leaders
- Established a well understanding of the analytical/financial side of a business insights team.
Assistant
La Salle University School of Business
Philadelphia, PA
09.2019 - 05.2023
- Administrated office management duties, direct student inquires and process documents
- Provided personal tours of the business school to prospective inbound students
- Improved office efficiency with management approvals.
- Answered phones and routed voicemails to respective employees.
Sales Representative
White Tail Disposal
Philadelphia, PA
05.2016 - 05.2020
- Cold call marketing to establish new clientele
- Responded efficiently, accurately and compassionately explaining possible causes and solutions ensuring satisfaction
- Build lasting relations with customers and call center team members based on trust and reliability
- Maintain financial accountability by processing customer adjustments and payments.
Education
Bachelor of Science in Business Administration - Finance
La Salle University
05.2023
Skills
- Advanced Microsoft Excel
- Microsoft Outlook
- Word
- PowerPoint skills
- SAP accounting software skills
- Web apps
- Bloomberg Certified (Dec 2020)
- Technical Charting
- Customer Engagement
- Risk Mitigation
- Life Insurance
- Data Entry
- Financial Statement Review
- Credit Analysis
Leadership Experience
- Delta Sigma Pi, Business Professional Fraternity, Social Chair, 10/2019, Present, Planned, prepared and hosted professional social events increasing awareness of the La Salle Chapter
- Entrepreneurship Club, Board Member, 08/2016, 05/2019, Conducted weekly meetings to plan fundraising initiatives
- Manna on Main Street, Volunteer, 10/2018, 10/2020
Certification
- Pennsylvania life and health Insurance
- SIE
Timeline
Financial Advisor Assistant
Foundations financial partners
08.2023 - 01.2024
Summer Finance Intern
NewRez
05.2022 - 09.2022
Summer Finance Intern
Dorman Products
05.2021 - 08.2021
Assistant
La Salle University School of Business
09.2019 - 05.2023
Sales Representative
White Tail Disposal
05.2016 - 05.2020
Bachelor of Science in Business Administration - Finance
La Salle University