Libby Kaplan Email & Phone Number

Minneapolis, Mn, Us

Wayzata, Minnesota, United States

• Update confidential banking information with accuracy and speed• Reconcile all bank and credit card accounts• Process journal entries, online transfers, and payments• Execute quarterly financial reporting• Create and update processes to maintain efficiency

Minneapolis, Minnesota

• Update confidential banking information with accuracy and speed• Reconcile all bank and credit card accounts• Process journal entries, online transfers, and payments• Execute quarterly financial reporting• Create and update processes to maintain efficiency• Effectively work with all employees as well as select board members

Minneapolis, Minnesota

• Responsible for all client communication• Handled sensitive documents and information• Manage, book, and maintain travel details • Maintain and manage multiple email and calendars• Create invoices, expense reports, budgets, and maintain company bookkeeping• Manage inventory of client materials

• Responsible for all client communication• Manage, book, and maintain travel details • Maintain and manage multiple email and calendars• Create invoices, expense reports, budgets, and maintain company bookkeeping• Manage inventory of client materials• Establish strong communication channels due to virtual relationship

Minneapolis, Minnesota

Responsible for leading the production and management of curricula, courses, E-Learning materials, and performance support materials used for training, using a variety of tools and systems. Plans and manages the design, development, deployment, and evaluation of training solutions with internal and external resources. Determines training needs through observation of job tasks, group and individual interviews, questionnaires or surveys, and other appropriate needs analysis methods or techniques. Designs performance-based and knowledge-based tests to assess understanding and measure learning of training content. Develops and organizes training material and content into meaningful learning modules, which are then deployed in various training tools such as facilitator guides, learning guides, tests, E-Learning software, job aids, or other relevant learning resources.

Greater Minneapolis-St. Paul Area

Work with buyers, realtors, title companies, and relocation coordinators to insure a smooth purchasing experience. Actively review loan documents and Resolve problems relating to missing, incomplete, inaccurate or contradictory information contained in the accompanying documentation. Maintain communication with all parties so everyone knows where things are at in the loan process. Meet multiple deadlines and maintain customer satisfaction.

St. Paul, Mn

Responsible for reviewing checking and savings applications to ensure proper identification was secured in addition to compliance with government policies for either approval or decline. Cognizant of and helped prevent potential fraud, identity theft and suspicious activity in part by reviewing each applicant’s previous ChexSystem's and credit reports. Worked with the customer to retrieve necessary documentation to complete the process. Built and maintained customer loyalty and retention via deepening relationships by providing excellent servicing of our products and services.

Hopkins, Mn

I was responsible for uncovering needs of our clients and assisting in opening new accounts, getting auto loans, and home equity products. I also handled teller transactions, sold or cross-sold bank products and services, and resolved customer service issues.

Ba, Business, Psychology

Activities and Societies: Sigma Delta Tau

Sociology, Mythology

Education record