Summary
Overview
Work History
Education
Skills
Timeline
Generic

Penny L. Krautkremer

North Plymouth,MN

Summary

Dependable employee recognized for consistency in productivity with a positive attitude during challenging situations. Exhibits exemplary work ethic and willingness to learn new processes and techniques to enhance business and team efforts. Self-motivated professional able to manage multiple tasks in high-volume work load environments.

Support professional with robust background in providing comprehensive support and resolving technical issues efficiently. Known for strong collaboration and delivering results in team-oriented environment. Known for troubleshooting capabilities and effective communication, adapting to evolving needs to maintain high service standards.

Overview

24
24
years of professional experience

Work History

Support Specialist

Western National Group & Umialik Insurance
02.2024 - 12.2024
  • Enter new business, renewals and endorsements
  • Update procedure manuals
  • Document indexing and incoming/outgoing mail
  • Seek relevant information and answers to key questions of moderate complexity

New Business Variable Associate

Aston Carter
07.2023 - 10.2023
  • Provided prompt and accurate responses to emails from Financial Professionals
  • Respond to and process complex customer service requests and inquiries by applying department knowledge of business, products and customers

Mortgage Associate 3

US Bank
04.2022 - 06.2023
  • Perform clerical or job data functions with mortgage operations
  • Sort and file correspondence and loan documents
  • Audit mortgage documentation
  • MS Office use for daily work functions

Mortgage Loan Purchase Specialist

US Bank
07.2021 - 03.2022
  • Receive and purchase loans from third party lenders
  • Review loans to ensure compliance with bank, regulatory and investor guidelines and customer service standards and determine acceptability
  • Deliver loan packages in a timely manner to Secondary/Pooling unit for Secondary Market
  • Prepare required disclosure information with designated time frames ensuring compliance with all regulations

Client Relationship Coordinator

Messerli & Kramer P.A
08.2020 - 04.2021
  • Create financial reports
  • Process coding on errant accounts
  • Create client forecast reports
  • Generate Affidavit requests
  • Send Judgment documents to clients
  • Quality check collector tasks
  • Account research for client payment history

Office Manager

McDonald Carlson CPAs
01.2020 - 06.2020
  • Prepare client documents to facilitate efficient meetings
  • Reconcile credit accounts
  • Organize and collate electronic and physical documents
  • File client cases for efficient access and processing
  • Coordinate on-boarding of new clients
  • Prepare client files for CPA disposition

Senior Brokerage Transaction Specialist

Ameriprise Financial - Client Service Center
12.2000 - 10.2019
  • Practice sound cash handling and answer inquiries and/or resolve concerns on client accounts
  • Research account history values to comply with legal requirements
  • Wire Transfers
  • Process financial transactions
  • Develop process improvements for streamlined workflows
  • Process high volume transaction corrections

Education

Associate of Arts -

University of Northwestern
St. Paul, MN

Skills

  • Customer service
  • Remote support
  • Support services
  • Customer relationship management
  • Data collection
  • Data compiling
  • Relationship building
  • Data entry
  • Attention to detail
  • Friendly and patient
  • Highly professional
  • Active listening

Timeline

Support Specialist

Western National Group & Umialik Insurance
02.2024 - 12.2024

New Business Variable Associate

Aston Carter
07.2023 - 10.2023

Mortgage Associate 3

US Bank
04.2022 - 06.2023

Mortgage Loan Purchase Specialist

US Bank
07.2021 - 03.2022

Client Relationship Coordinator

Messerli & Kramer P.A
08.2020 - 04.2021

Office Manager

McDonald Carlson CPAs
01.2020 - 06.2020

Senior Brokerage Transaction Specialist

Ameriprise Financial - Client Service Center
12.2000 - 10.2019

Associate of Arts -

University of Northwestern
Penny L. Krautkremer