Rose Shikonya
St. Augusta,MN
Summary
Job Objective: To successfully execute the duties of the position as efficiently and Effectively as possible.
Highly ambitious with solid experience managing all levels of large-scale projects, including a solid understanding of systems and program areas.
Overview
29
29
years of professional experience
Work History
Contracting / Licensing Administrative
Cetera Investment Services
St Cloud, MN
10.2016 - Current
- Prepare and process all new Financial Advisor applications.
- Assist and support all areas of the investment industry.
- Strong Data entry and Computer Skills.
- Prepare broker checks reconciling spreadsheet for monthly billing.
- Research and problem solve all complex situations with a high level of attention to detail, organization, process and speed.
- High level of discretion, and confidentiality.
- Assist with the on and off boarding of new representatives to the organization.
- Develop monthly and quarterly reports for management teams.
- projects as needed, strong customer service skills.
- Designed, developed and tested embedded software applications for use in the FINANCIAL industry.
- Analyzed departmental documents for appropriate distribution and filing.
- Researched and updated all required materials needed for firm and partners.
- Verified data integrity and accuracy.
Lending/Loan Operations Coordinator
Minnwest Bank
St Cloud, MN
05.2016 - 10.2016
- Assist in auditing, and reviewing of various in-depth lending documents, to ensure accuracy, meeting regulatory guidelines.
- Compiling and analyzing financial information into various systems for required reporting.
- Analyze balance sheets, title review, vesting concerns, and appraisal resolution, monitor data to optimize client relations.
- Maintain financial information, files and records (invoices, check's, documentation, reimbursements, reports, vendor files) ensuring documents meet compliance guidelines.
- Problem solving skills to ensure accuracy, meeting deadlines & schedules.
- Strong operational skills pertaining to all areas of the lending business through verbal and written communication.
- Verified data integrity and accuracy.
- Analyzed departmental documents for appropriate distribution and filing.
Consumer Home Loan Specialist
Capital One - Thomas Edison Building
St. Cloud, MN
10.2000 - 04.2016
- Prepare and process all commercial & consumer loans documents, understanding credit policies and appropriate underwriting guidelines.
- Responsible for understanding commercial credit financial statements.
- The ability to recognize and act on problems.
- Preform research/analysis related to various projects that may arise from time to time.
- Able to plan, organize and prioritize work to meet deadlines.
- Knowledge of the financial service industry, operational processes, and regulatory policies and procedures.
- High analytical abilities, with strong Microsoft Excel skills.
- Balance general ledger accounts.
- Maintained positive relationships with all customers.
Home Loan Specialist
Liberty Savings Bank
St Cloud , MN
02.1998 - 10.2000
- Audited financial services clients, including banks and asset management companies.
- Handled various accounting transactions.
- Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Collaborated with the compliance department to eliminate procedural errors and margin breaks.
- Maintained friendly and professional customer interactions.
- Advised clients on mortgage, educational and personal loans.
Accounts Receivable Specialist
Fingerhut
Plymouth, MN
06.1997 - 02.1998
- Researched topics and completed due diligence to resolve issues in a timely manner.
- Created presentation formats for monthly/quarterly reviews of expense charge-outs.
- Worked with management at the project level to ensure expense plans are achieved.
- Analyzed monthly balance sheet accounts for corporate reporting.
- Processed payments and applied to customer balances.
- Prepared financial pages for presentation to senior management.
- Followed up with customers to collect information and verify details.
Education
Certificate - Accounting/Businness
St Cloud Technical College
St Cloud2000
High School Diploma -
St. Cloud Apollo High School
St Cloud 6.83
Skills
- Process implementation
- Data management
- Extremely organized
- Strong verbal communication
- Budgeting and finance
- Self-motivated
- Staff development
- 10 key, Accounting, accounts payable, administrative duties, administrative support, attention to detail, auditing, Avenue, Balance, Balance Sheets, billing, calculators, credit, client relations, customer service, customer service skills, Data entry, documentation, Filing, finance, financial, Financial Advisor, financial statements, general ledger accounts, Insurance, inventory, processing vendor invoices, Keyboarding, loan documentation, Lotus, Mac, Microsoft Excel, Excel, Microsoft
- Office, Office, Windows, word, Office Management, organizational skills, Payroll, IBM PC, policies, Problem solving skills, processes, reconciling, Record keeping, reporting, Research, spreadsheets, spreadsheet, taxes, time management, underwriting, Word Perfect, written
- communication, written communication
Timeline
Contracting / Licensing Administrative
Cetera Investment Services
10.2016 - Current
Lending/Loan Operations Coordinator
Minnwest Bank
05.2016 - 10.2016
Consumer Home Loan Specialist
Capital One - Thomas Edison Building
10.2000 - 04.2016
Home Loan Specialist
Liberty Savings Bank
02.1998 - 10.2000
Accounts Receivable Specialist
Fingerhut
06.1997 - 02.1998
Certificate - Accounting/Businness
St Cloud Technical College
High School Diploma -
St. Cloud Apollo High School