Kelsie Schwab

Experience

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  Wendland Nursery

  May 2008 - Aug 2009

  Customer Service
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  University of Wisconsin Oshkosh

  Jan 2012 - Dec 2016

  Student

  * Ability to work well with others demonstrated through the vast amount of projects in my classes within the COB at UW Oshkosh* Exceptional time management and multi-tasking skills via the successful completion of up to 18 credits per semester* Hard working demonstrated by the ability to go to school full time while also working up to two positions

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  Von Rothenburg Bier Stube

  Jun 2013 - Sept 2018

  Server and Server Trainer

  * Trained new employees in safety and professional processes* Was responsible for large sums of money at one time as well as providing change quickly under pressure* Provided guidance for customers based off of an extensive knowledge of the business and menu* Cultivated and grew a relationship between the staff and customers* Assured quality to customers by training new employees on rules and menus

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  Goodwill NCW

  Jan 2016 - Sept 2016

  Financial Analyst Internship

  * Coordinated financial forecasting and budgeting for multiple projects * Assisted in the creation and compilation of monthly financial statements using GAAP* Managed the transmission of inventory using Sage software* Entered large quantities of invoices into Sage software to optimize future retrieval and referencing efforts* Provided support and deliverables for multiple projects simultaneously * Obtained outstanding balances and closed accounts receivable from clients

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  Northwestern Mutual

  Apr 2017 - Oct 2018

  Financial Services Representative

  * Translate complex information and concepts into easy-to-understand format* Prepare and present financial plans to a diverse range of clients* Prospect and grow network to continuously generate business* Self-facilitate high activity to maintain business and generate income on a commission basis* Communicate with both clients and underwriters to assure a seamless underwriting experience * Field underwrite and research variables that could cause delays in the underwriting process* Daily use of Client Relationship Manager (CRM), MS Office, Outlook 365, and other planning tools* Fill applications both thoroughly and accurately for submission to underwriting* Enter data into Client Services System and keep up-to-date files and case notes on clients Show less

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  FIS

  Oct 2018 - Feb 2019

  Conversion Analyst

  * Used Project Management Office (PMO) coordination and administration for the project management team within implementations* Coordinated for weekly/monthly team statistical data reporting as well as monthly accounting forecasts* Identified efficiencies for consolidated management reporting views that do not yet exist today

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  PNC

  Aug 2019 - Mar 2020

  Universal Banker
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  Mass Mutual - Day Wealth Management Group

  Jun 2020 - Feb 2021

  Financial Advisor Assistant
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  Commerce State Bank

  Feb 2021 - Oct 2022

  Credit Analyst
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  Summit Credit Union

  Oct 2022 - May 2023

  Credit Analyst
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  M2 Equipment Finance LLC

  Jun 2023 - now

  Senior Credit Analyst