Kelli Steigenberger Email & Phone Number

Brookfield, Wisconsin, United States

Eagle, Wi

•Orchestrated the strategic and meticulous wind-down of the company, serving as one of the primary architects of its closure as an independent consultant.•Executed a seamless and comprehensive closure process across multifaceted domains, including but not limited to Accounting, Licensing, Human Resources, Post-Closing, and Administration, ensuring airtight resolution of all associated matters.•Leveraged a profound understanding of complex corporate dynamics to navigate and resolve intricate challenges inherent in the wind-down phase, showcasing exceptional problem-solving skills.•Demonstrated unwavering expertise in managing the cessation of operations, successfully bringing about the conclusive end of the company's existence while maintaining a high standard of professionalism and efficiency.

Pewaukee, Wisconsin, United States

Oversight of Accounting and Administrative Departments: Effectively managed daily operations, ensuring seamless functioning of both departments. Consisting of daily work when need within accounts payable, accounts receivable, warehouse funding and post-closing servicing matters. • Main contact with all branch locations and managers assisting with all accounting, payroll and licensing matters. Backup contact to the CFO in his absence.• Financial Expertise: Played a crucial role in month-end and year-end financial close, showcasing strong financial acumen and attention to detail.• Regulatory Compliance Management: Successfully handled company-wide state, branch, and Loan Originator licensing activities, ensuring adherence to regulatory requirements.• Efficient Payroll Administration: Completed all company payroll functions accurately and on time, demonstrating precision in handling financial processes.• Comprehensive Financial Reporting: Managed diverse financial tasks, including WI Sales and Use tax reporting, annual state reports, expense reporting, and company credit card accounts, showcasing a comprehensive understanding of financial reporting requirements.• Managed the subservicing vendor account and all the loans in the company’s portfolio.• Worked directly with the external accounting firm for completion of the annual audit and tax returns.• Originated residential mortgage loans as a licensed Loan Originator (NMLS - 19785)• Overseeing vendor relationships, including the management of accounts across the entire company.

Brookfield, Wi

Leadership in Corporate Accounting: Managed and supervised the Corporate Accounting Department, demonstrating strong leadership in overseeing financial functions. Consisting of daily work when need within accounts payable, accounts receivable, warehouse funding and post-closing servicing matters. • Expertise in Company Licensing: Led all aspects of company licensing functions, showcasing a comprehensive understanding of regulatory compliance and licensing requirements.• Proficient Payroll Management: Successfully handled company payroll operations, ensuring accuracy and timeliness in processing employee compensation.• Main contact with all branch locations and managers assisting with all accounting, payroll and licensing matters. Backup contact to the CFO in his absence.• Efficient Vendor Management: Demonstrated effective vendor management skills, optimizing relationships and enhancing operational efficiency in procurement processes.• Licensed Loan Originator: Held a license as a Loan Originator, showcasing expertise in the financial industry and contributing to the company's financial success. Originated residential mortgage loans as a licensed Loan Originator (NMLS - 19785)

Brookfield, Wisconsin, United States

Oversaw management over all the corporate departments including Human Resources, Payroll, Accounting, Warehouse Funding, Processing, Lock Desk, Closing/Post-Closing, Marketing/Advertising, and company planning in the role of Corporate Administration Manager.• Instrumental in the formation, creation, and growth of the company. Assisted with the development of all policies and procedures company-wide. Preformed all functions in the corporate departments of Human Resources, Payroll, Accounting, Warehouse Funding, Processing, Lock Desk, Closing/Post-Closing, Marketing/Advertising until staff was recruited and hired.• Assisted with the opening and closing of all branch locations, including the wind-down of the company.• Successfully organized and executed all company-wide meetings.• Main contact with all branch locations and managers assisting with all accounting, payroll and licensing matters. Backup to the CFO and assisted with matters during the President/CEO’s absence. Handled all matters for the CFO role until individual was hired later in the company tenure.• Acting Secretary of the Board of Directors.* Preparation of reports (Financial) • Effectively managed all licensing functions for the company, ensuring compliance with relevant regulations.• Took charge of financial reporting responsibilities with lenders, warehouse bank facilities, and federal agencies.• Coordinated seamless operations across various departments, fostering synergy in daily activities.• Demonstrated expertise in handling a spectrum of managerial duties to support the company's overall success.• Licensed Loan Originator: Held a license as a Loan Originator, showcasing expertise in the financial industry and contributing to the company's financial success. Originated residential mortgage loans as a licensed Loan Originator (NMLS - 19785)

Wisconsin, United States

• Maintained seamless operations in the absence of the Regional Vice President, ensuring uninterrupted workflow.• Efficiently coordinated and executed regional meetings with minimal advance notice, showcasing strong organizational skills.• Demonstrated adaptability and resourcefulness in managing day-to-day responsibilities during the Regional Vice President's travels.• Implemented effective strategies to sustain operational efficiency and productivity in dynamic work environments.• Proven ability to handle time-sensitive tasks, exemplified by successful execution of regional meetings within tight timelines.