Kaelyn Robinson Email & Phone Number

United States

Promoted to Finance Coordinator in September 2024, now focusing on sales tax compliance and reporting.

United States

Responsible for providing financial administrative and accounting assistance to CFO on day-to-day basis to ensure effective and efficient finance operations. Including but not limited to:* Processing and overseeing customer payments received via check, ACH, and credit card.* Input all financial transactions into QuickBooks.* Complete customer request for tax documents and audits.* Reconcile credit cards and bank accounts for all facilities.* Process commissions and payroll bi-weekly.* Manage time tracking for 25 employees.* Design dashboards to aid in reviews and profitability analysis.* Address and resolve accounts with overdue balances.* Special projects as assigned.

* Build and maintain relationships with loan officers, underwriters, real estate agents, titlecompanies and customers.* Process an average of 16 loans a month while being a point of contact for 3 teammembers.* Review documents for accuracy to ensure files are processed within company policy andunderwriting guidelines.* Process challenging loans including but not limited to self-employed applicants,applicants with multiple properties, FHA, and VA loans.* Assist closing team as needed with audits, closings, document preparation, and fundings.

Richmond Heights, Mo

• Perform opening duties of accounts while following various regulations.• Handle teller transactions as needed.• Inform customers of other products and services that meet their needs.• Solve customer questions and concerns.• Build relationships with customers based on trust while recommending financial solutions based on each customer’s unique goals and needs.

Richmond Heights, Mo

• Assisting other tellers solve difficult problems and customer concerns. • Responsible for balancing ATM’s weekly. • Train new employees on bank regulations and policies. • Oversee proper balancing techniques of other tellers.• Maintain proper cash levels of branch. • Responsible for daily balancing of vault and ordering of shipment. • Other responsibilities as needed by management.

Richmond Heights, Mo

• Assist customers with transactions such as receiving deposits, payments, withdrawals, cashier’s checks and other bank services.• Verify and record night deposits while maintaining all associated documents.• Complete requests and inquiries by printing statement copies, ordering new checks, issuing debit cards, and processing change orders.• Consistently maintain a proper drawer level. • Protect customer confidentiality and dispose of important documents properly. • At the end of shift, reconcile cash drawer accurately and according to bank procedures.

St. Louis, Mo

• Gather and compile data for monthly revenue tracker.• Research Global Treasury Management products to complete account schematics for large corporate clients.• Communicating with internal partners for continuous improvement projects.• Special projects for the Global Treasury Management department including completing a new scorecard and performance metrics used to calculate measurements on a monthly, quarterly, and annually basis.

Overland, Mo

• Assist customers with transactions such as receiving deposits, payments, withdrawals, cashier’s checks and other bank services.• Verify and record night deposits while maintaining all associated documents.• Complete requests and inquiries by printing statement copies, ordering new checks, issuing debit cards, and processing change orders.• Consistently maintain a proper drawer level. • Protect customer confidentiality and dispose of important documents properly. • At the end of shift, reconcile cash drawer accurately and according to bank procedures.

• Monitored the Currency Transaction reporting log and assigned work to correct specialist.• Gathered and complied data for daily metrics spreadsheet.• Conducted basic research for large corporate customers ranging from bank statement copies, check copies, verification of cleared checks, debit memo request, and credit adjustments.• Researched and complete Audit Confirmations.

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, Finance, General