Shane Svec
Huntley,IL
Summary
A highly dedicated accountant actively pursuing CPA. Driven individual with proficiency in communication and strong attention to detail. Ability to work accurately and efficiently in a fast-paced environment. Enthusiastic accountant eager to contribute to team success through hard work, attention to detail, and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Investor Accountant Team Lead
Dovenmuehle Inc.
Lake Zurich, IL
2022.01 - Current
- Interaction with all levels of organization as well as clients and investors.
- Track daily workload using performance metrics and checklists
- Ensure reporting/remitting performance targets are met for investor team
- Work with other departments to resolve internal issues regarding investor reporting
- Developed team communications and information for meetings
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
- Collaborated with team members to achieve target results
- Led projects and analyzed data to identify opportunities for improvement
- Oversee more than 20 investor clients with combined portfolio of 1 billion dollars
Investor Accountant I
Dovenmuehle Inc.
Lake Zurich, IL
2021.05 - 2022.01
- Performed timely and accurate reporting, remitting, and reconciliation to various mortgage investors.
- Transfer all new loan sales before cutoff at the correct UPB, service fee, and investor loan number
- Prepare manual reports required by investor guidelines
- Ensure that loan/pool level security balances, test of expected P&I, and cashbook reports are properly maintained
- Complete bank account reconciliation and clear exceptions timely according to investor guidelines.
- Prepare audit responses as requested.
Transporter
Greco And Sons
Bartlett, IL
2013.10 - 2021.05
- Maintained accurate logs of all equipment deliveries, client trips, and submitted documentation at end of shift
- Presents bills, receipts, and collect payments for goods delivered.
- Exercised good judgement in difficult situations.
Education
Bachelor of Science - Accountant
Southern Illinois University
05.2021
Skills
- Excellent time management
- Highly organized
- Information Systems Examination
- Cash Analysis
- Critical Thinking and Analysis
- Proficient in MS Excel, VLOOKUP
- Discrepancy Reconciliation
- Deadline Attainment
- Training, mentoring, and empowering others
- Effective and Professional Communication
Timeline
Investor Accountant Team Lead
Dovenmuehle Inc.
2022.01 - Current
Investor Accountant I
Dovenmuehle Inc.
2021.05 - 2022.01
Transporter
Greco And Sons
2013.10 - 2021.05
Bachelor of Science - Accountant
Southern Illinois University