Adrian Low Email & Phone Number

Minnesota, United States

Managing a portfolio of over 80 clients, helping customers file SEC required documents to meet critical filing deadlinesAssisting clients with preparing their public financial documents by connecting them with internal and external resourcesCreating procedural documents for team members to utilize in their day to day activitiesTesting new features of the.

Tempe, Arizona, United States

Evaluated client financial statements to assess risk associated with $100,000+ staffing and project-based engagementsProvided detailed financial analyses on high risk accounts to controller and director level partnersCreated ad-hoc reports to aid finance partners in identifying growth opportunitiesEducated sales and billing partners on best practices.

Tempe, Arizona, United States

Ran and managed an Accounts Receivable portfolio of $5,000,000+ and achieved quarterly AR goals consistentlyAudited reports for clients nationwide to reduce billing discrepancies Researched and resolved past due balances to maximize profits for AerotekPromoted company culture by leading new hire trainings and team building activities

Greater Minneapolis-St. Paul Area

• Acting as the face of Wells Fargo, assisting customers throughout the entire home mortgage process
• Collaborating with team members to guarantee the best possible solution and service for all clients
• Successful in the high paced environment, specifically with organizing and prioritizing crucial tasks

Greater Minneapolis-St. Paul Area

• Saving Wells Fargo thousands in penalty fees by providing solutions to loan deficiencies so they can be sold to investors
• Leveraging team members and other resources to maximize the number of saleable loans
• Ensuring all customers receive outstanding service and support from Wells Fargo