Katelynn Passeri

Katelynn passeri

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location of Katelynn PasseriFlagstaff, Arizona, United States
Phone number of Katelynn Passeri+91 xxxx xxxxx
Followers of Katelynn Passeri268 followers
  • Timeline

    Jan 2008 - now

    Pet Sitter

    Self Employed
    May 2011 - Dec 2011

    Wealth Management Intern

    Merrill Lynch
    Jun 2011 - Jun 2011

    Volunteer

    American Holistic Nurses Association
    Nov 2011 - Nov 2012

    Life Insurance Processor

    International Insurance Agency
    Oct 2012 - Apr 2014

    Consumer Loans Specialist

    American Chartered Bank
    Jun 2014 - Dec 2014

    Support Tech: Bureau of Local Roads and Streets

    Illinois Department of Transportation
    Oct 2014 - Mar 2015

    Volunteer

    Crystal Lake School District 155
    Aug 2015 - Dec 2015

    Student Teacher

    Woodstock Community Unit School District 200
    Feb 2016 - May 2016

    Special Education Assistant

    Woodstock Community Unit School District 200
    Aug 2016 - Aug 2017

    Event Coordinator Assistant

    Kirkland & Ellis LLP
    Aug 2017 - May 2019

    Business Education Teacher

    District 211
    Current Company
    Nov 2019 - now

    Customer Project Representative

    Arizona Public Service - APS
  • About me

    La calma è la virtù dei forti.

  • Education

    • Roosevelt university

      2014 - 2017
      Master of arts - ma secondary education and teaching

      Activities and Societies: Business Tutor

    • Roosevelt university

      2010 - 2011
      Bachelor of science - bs business administration and finance

      Activities and Societies: Volunteer in College of Business Office

    • Harper college

      2009 - 2010
      Business administration and management, general

      General education studies and Business management

  • Experience

    • Self employed

      Jan 2008 - now
      Pet sitter

      Taking care of all pets' needs, including; medication, nail trimming, CPR, feeding, etc. when owners will be gone for extended periods of time.Includes: day visits and over nights.

    • Merrill lynch

      May 2011 - Dec 2011
      Wealth management intern

      Client account management including; loading/enrolling client accounts, loading profiling for personal advised accounts, portfolio management; re-balancing of assets, cost basis, pro-rata.Participated in event planning and reviewed meeting agendas and preparationInvolved in marketing decisions, including; sending out mailers and follow up phone callsUpdated ETF, mutual funds, equity, I shares research and information sheetsManaged office work such as; scanning legal documents, follow-ups on client accounts and outstanding items, filing of paperwork, word and excel reports, and answered phone calls. Show less

    • American holistic nurses association

      Jun 2011 - Jun 2011
      Volunteer

      Helped check in visitors, assisted vendors, answered questions, helped direct visitors to classes.

    • International insurance agency

      Nov 2011 - Nov 2012
      Life insurance processor

      Contracting and Licensing agents Assisting with applications for health, life, auto, home, and other property insurancePlacing medical orders for health examsWorking with insurance companies and assist with the underwriting processesRecording and tracking checks and securities logs and maintenance of advisor accountsCommunicating with co-workers, agents, insurance companies, etc. Participating in office management and organization of the company.

    • American chartered bank

      Oct 2012 - Apr 2014
      Consumer loans specialist

      Banking Compliance and RegulationRisk managementProcessing and Underwriting New Loans/Renewals of Home Equity Line of Credit, Home Equity Term, Construction, Bridge, Auto, Marketable Securities, Unsecured, Cash Secured loans.Ordering Appraisals, Title Commitments, Tract Searches, Flood Determinations, and Insurance Declarations/Certificates.Processing Subordination requests and preparing Subordination documents.Reviewing and preparing mortgage pre-disclosures while assisting Mortgage ConsultantsConducting file review of mortgage documentsScanning file documents Compiling logging and tracking spreadsheetsPulling and reviewing credit reports/red flagsProgram knowledge consisting of: -FIS Suite (Insight, Capture, Vision Content, Loan Vantage, Clean Log) -Caylex -Nitro PDF -LaserPro -DocMagic Show less

    • Illinois department of transportation

      Jun 2014 - Dec 2014
      Support tech: bureau of local roads and streets

      Organization of construction files (county and municipality)Consultant invoice reviewBureau time sheet reviewAdministrative support

    • Crystal lake school district 155

      Oct 2014 - Mar 2015
      Volunteer

      Completed state required observation and tutoring hours for state licensing.Tutored general education and special education students in various subjects, including business and math.

    • Woodstock community unit school district 200

      Aug 2015 - Dec 2015
      Student teacher

      Completed student teaching under a cooperating teacher.Taught grade levels freshman through seniorsClasses taught consisted of: business law, accounting, introduction to business and global economy, marketing and interrelated occupations ( work program).Maintained classroom management, monitored student behavior and performance, attendance, and student learning. Participated in class council for 2019, FBLA, and Marketing Club.

    • Woodstock community unit school district 200

      Feb 2016 - May 2016
      Special education assistant

      Worked 1-1 with students with special needs, including autism and reading disabilities.Assisted special education teachers and general education teachers with students during classes.

    • Kirkland & ellis llp

      Aug 2016 - Aug 2017
      Event coordinator assistant

      Scheduling, coordinating and confirming reservation requests for events, client meetings, attorney meetings, and internal employee meetings.Greeting and directing outside vendors and visitors to the appropriate department, floor or conference room.Communicate and working effectively with all levels of employees, clients, and vendorsEnsuring a secure environment in reception and lobby areas.Effectively manage multiple requests under pressure and tight deadlines while maintaining a strong level of customer service Show less

    • District 211

      Aug 2017 - May 2019
      Business education teacher
    • Arizona public service - aps

      Nov 2019 - now

      1. Manage projects level 1, 2 and 3 projects, including new services, electrical power extensions, multi-family units or developments, and commercial customers. 2. Perform planning, designing, scheduling, and coordinating all facets of the project from initiation through construction, energization, and close-out.3. Determine the layout of company facilities, consulting with external customers and/or municipality liaison and /or internal Planning and Operations as needed.4. Ensure consideration is given for the best company source of power and most cost-effective design new installs, upgrades or relocations. 5. Effectively interface with customers/developers, internal departments, and municipalities to assess their needs, determine the scope of the project, obtain plans, maps, and or drawings. 6. Determine the need to obtain easements from property owners and permits from municipal authorities; process through APS right of way to obtain required easement and permit documents. 7. Obtain easements from the property owner.8. Gain and utilize knowledge of staking jobs in the field. 9. Design the project and prepare conceptual drawings or coordinate with design department.10. Prepare the work authorization (WA) and estimates for labor and material. 11. Prepare extension agreements/contracts, coordinate request for feasibility studies, invoicing, and obtain approvals.12. Conduct inspections such as trenching, conduit, walls/fences, foundation pads, metering equipment and on-site visits to ensure the project is on schedule, and within code and company specifications.13. Trouble shoot and resolve routine problems encountered. 14. Keep other company departments informed of activities that affect current and future facilities.15. Update related information databases and close out the project upon completion.16. Develop and foster strong working relationships and partnerships with internal departments, customers, and outside companies. Show less

      • Customer Project Representative

        Jul 2024 - now
      • Customer Project Associate

        Feb 2022 - Jul 2024
      • Materials and Service Coordinator

        Feb 2020 - Aug 2022
      • Office Coordinator

        Nov 2019 - Jun 2022
  • Licenses & Certifications

    • Pel teaching license

      Illinois state board of education
      Jan 2015
    • Professional educators license

      Arizona department of education
  • Honors & Awards

    • Awarded to Katelynn Passeri
      National Honor Society -
    • Awarded to Katelynn Passeri
      State Scholar State of Illinois
  • Volunteer Experience

    • Volunteer

      Issued by National Honors Society on Aug 2006
      National Honors SocietyAssociated with Katelynn Passeri
    • Volunteer

      Issued by American Holistic Nurses Association on Jun 2011
      American Holistic Nurses AssociationAssociated with Katelynn Passeri
    • Tutor

      Issued by Rolling Meadows High School on Aug 2006
      Rolling Meadows High SchoolAssociated with Katelynn Passeri
    • Individual Tutor

      Issued by Tutor on Aug 2008
      TutorAssociated with Katelynn Passeri
    • Musical Make-up Director

      Issued by J.B. Conant High School on Sept 2018
      J.B. Conant High SchoolAssociated with Katelynn Passeri