Carly Reno

Experience

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  Kopy-Rite Electronic Data Duplication

  Jun 2014 - Aug 2015

  Accountant

  Began as research intern:• Researched several types of products and then constructed catalogs for each, creating a template using Microsoft WordWas promoted to main accountant:• Oversaw daily operation of accounts receivable and accounts payable, including bank reconciliations, invoicing, vendor payments, and analysis of aged receivables and payables• Took initiative to reconstruct inventory system on SAGE 50 accounting software under limited supervision to ensure that COGS and revenues end up in correct accounts Show less

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  MAD Strategies

  Sept 2014 - Dec 2014

  Accounting Intern

  • Processed and verified checks• Sorted mail and filed paperwork• Used QuickBooks accounting software to input debits and credits• Completed bank reconciliations

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  Quicken Loans

  May 2016 - Aug 2016

  Mortgage Operations Intern

  • Audited assembly line efficiency to identify methods of decreasing turnaround time• Researched performance metrics of underperforming call center employees before and after meetings with team leaders to identify overall effectiveness of said meetings and which motivating tactics lead to increased performance results• Completed call center training, with topics of study including: how APRs affect monthly payments, importance of DTI ratios, implications of maximum cash out at closing• Analyzed frequent successes and failures of new employees after training and made suggestions for training curriculum to increase favorable performance results (i.e.: shorter call durations) and reduce errors (i.e.: security breaches)• Completed Quicken Loans leadership training program (“The Journey: Level 1”) with a final project to create a persuasive presentation that encourages call center employees to remember to follow the proper steps to avoid security breaches Show less

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  Michigan First Credit Union

  May 2017 - Aug 2017

  Admin Support Intern

  • Created new, efficient process for coordinating loan documents and trained incoming employees on new process• Standardized procedures for meeting compliance with IRS regulations for document retention• Verified and archived domestic and international wires, teller transfers, and client deposits

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  Hillsdale College

  Sept 2017 - May 2019

  • Understand differences between gift packages offered such as annuities and trusts• Communicate with potential clients on a daily basis, explaining and simplifying packages offered• Input constituent data into Raiser’s Edge software • Assist students and faculty on campus with technological issues• Set-up computers with new builds• Install programs remotely

  • Student Assistant

    Sept 2016 - May 2019

  • Student Tech

    Sept 2017 - Sept 2018
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  AmeriTrust Group, Inc.

  Jun 2018 - Aug 2018

  Corporate Underwriting Intern

  • Designed applications for insurance products by reviewing competitor applications and underwriting guidelines• Helped to manage the product development process by keeping track of each team's individual progress (including compliance, actuarial, accounting, and IT)• Analyzed and compared underwriting data such as loss ratios, premium levels, and experience mods• Developed advanced Excel spreadsheets for daily use in the company using conditional formatting, VBA coding, and formulas such as VLOOKUP and IF statements with 5+ conditions Show less

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  Vanguard

  Aug 2019 - now

  Product Owner & Manager within Financial Communications (Statements and Confirmations) Product & Journey Owner for Profile & Account Settings

  • Product Owner Manager

    Aug 2023 - now

  • Product Owner

    Mar 2021 - Aug 2023

  • Emerging Leader Development Program

    Aug 2019 - Mar 2021