Lori Vanderplow Email & Phone Number

Lincoln, Nebraska, United States

Lincoln, Nebraska Area

• Oversees and maintains exceptional relationships with priority clients; leads client facing meetings; Effectively representing Envision in management level engagements within the client organizations.
• Provides consistent and accurate reporting to clients through business-oriented updates delivered directly to key stakeholders; Creates internal financial reporting at the client level including revenue forecasts.
• Educates and updates internal management on the health, accomplishments, and opportunities with each client.
• Provides high level of customer service to all internal and external patrons by working proactively across departments to meet client deliverables as well as providing timely and equitable issue resolution.
• Works with College Savings Plan Administrators and other clients to analyze business processes, policies, and information system requirements. Serves as liaison and subject matter expert among all business stakeholders.
• Manages 529 product life cycle starting with strategic planning. Hands on involvement and oversight of entire process from beginning stages of analysis to recommendation, testing, QA and implementation.

Lincoln, Nebraska Area

Assist Buyers and Sellers in their home search while delivering outstanding customer service. Analyze market trends to provide competitive market prices. Create sales brochures and website listings. Negotiate the best possible price for clients. Ensure all paperwork and terms of the contract are met prior to closing date. Analyzed business processes to.

Lincoln, Nebraska Area

Developed operational functions for all Union Bank’s 529 College Savings Programs (CollegeCounts 529 Fund, Bright Directions College Savings Program, College Savings Plan of Nebraska and TD Ameritrade 529) - including researching and implementing the necessary software programs. Served as main technical resource for the Group.Managed all.

Lincoln, Nebraska Area

Managed the daily operations of the Retirement Plan Client Services area. This included conversion of new plans, daily processing of contributions, account maintenance, reconciliations, statement production, tax calculations and mailing, 5500 reporting, departmental budget, compliance testing, and staffing. Increased operational efficiency levels..

Lincoln, Nebraska Area

Supervised account reconciliation (all general ledger, suspense, Federal Reserve, and internal checking accounts) and accounts payable areas.Prepared and analyzed financial statements including balance sheet, income statement, deposit and loan reports, call report and responsibility center reports. Produced financial reports and performed accounting.

Lincoln, NE

Reconciled and researched outstanding items on various accounts including GL, SAV, COD, DDA, LAS, DDL, suspense accounts, non-posts, Correspondent Bank Accounts, Student Loans, Alternative Loans, TT&L, Loan Statements, etc. Created new reconciliation spreadsheets to increase efficiencies in the process.Trained Operations staff on resolving non-posted items.

Computer Science Courses

A.A.S. Degree With High Distinction, Accounting Emphasis

Advanced Certificate Of Management