Experience

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  Upm - the biofore company

  May 2008 - Aug 2008

  Summer intern

  • Completed a cost analysis project and forecasting sales project for publicly-traded company• Handled, order creation, production planning, and logistics planning • Used SAP computer software and other production planning applications

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  Zetley, carneol, and stein s.c.

  Feb 2009 - Jun 2009

  Tax intern

  • Prepared individual tax returns and conducted bank reconciliations• Created work papers and trial balances• Worked with several software packages: MasterTax and Asset Keeper

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  Glorvigen | tierney | & co

  Jun 2009 - Aug 2009

  Tax/audit intern

  • Prepared quarterly reports, payroll, property tax returns, and S-Corporation tax returns• Performed local government audits• Worked with several software packages: Creative Solutions, QuickBooks, and Lacerte Tax

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  Deerwood bank

  Feb 2010 - Aug 2015

  • Voting member Officer’s Credit Committee• Managed loan portfolio totaling $14 million dollars and consistently met annual growth goals• Assisted in planning portfolio growth according to company goals• Evaluated credit risk compared with return to properly maximize potential returns • Prepared loan presentations including analysis of cash flow, balance sheet and collateral.• Performed appraisal reviews and appraisal quality control functions• Worked closely with CEO, CFO and CCO on several projects ranging from potential product integrations to flow charting company processes• Reviewed loan documentation to ensure proper compliance with bank policy• Interacted with local accountants and lawyers for clarification on accounting and legal issues.

  • Commercial Loan Officer

    Nov 2012 - Aug 2015

  • Commercial Credit Analyst

    Feb 2010 - Nov 2012
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  Northwest minnesota foundation

  Jan 2015 - now

  • Department lead for Business Finance Loan Program managing a loan portfolio with over 100 clients• Wrote, maintained and implemented loan policy in accordance with program goals• Administered and underwrote commercial GAP loans under the Business Finance Loan Program• Prepared proper reporting for fund sources including jobs reports and financial projections• Provided technical assistance to borrowers in our Entrepreneur Development Program• Managed customer and partner relationships Show less

  • Program Officer - Economic Development

    Jun 2018 - now

  • Program Specialist - Economic Development

    Jan 2015 - Jun 2018
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  Miller mcdonald, inc.

  Jan 2022 - now

  Auditor