Paula Ulik work email
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Paula Ulik personal email
Client services industry professional with experience providing detail oriented application of governmental/industry regulations while establishing and maintaining relationships. I have managed multiple special projects while collaborating with internal staff to meet client deadlines and satisfaction on retirement plans with assets ranging to $100 Million. In addition, I have originated, processed, closed, and underwritten hundreds of residential loans with a lending authority of up to $2,000,000. I have written internal company procedures and delivered to company employees in formal training sessions.
Knight Barry Title United Llc
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Closing CoordinatorKnight Barry Title United Llc Apr 2020 - PresentHolmen, Wisconsin, United States
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Real Estate Loan Servicing RepresentativeMarine Credit Union May 2019 - Apr 2020United States -
Senior Client Service ManagerNewport Group Dec 2013 - Nov 2018La Crosse, WisconsinManaged 30+ retirement plan accounts with assets ranging up to $100 Million. Coached clients with regard to 401(k) plan design to include amendments to meet industry standards. Acted as liaison between clients and company to ensure special projects and retirement plan corrections completed accurately and efficiently. -
Assistant Vice President, Residential Underwriter IiiAssociated Bank Sep 2012 - Dec 2013La Crosse, WisconsinReviewed residential loan files to determine underwriting compliance and issued approvals, denials, or counter offers based on analyses of contributing risk factors with a lending authority to $2,000,000. -
Real Estate Loan UnderwriterAltra Federal Credit Union Feb 2011 - Sep 2012La Crosse, WisconsinReviewed residential loan files to determine underwriting guideline compliance and issued approvals, denials, or counter offers based on analyses of contributing risk factors. -
Relationship Manager/Bank Secrecy Act And Aml OfficerTrust Point Inc. Sep 2008 - Feb 2011La Crosse, WisconsinManaged 30 retirement plan accounts and 66 personal trust client accounts. Coached clients regarding 401(k) plan design. Resolved customer service issues for plan sponsors, plan participants, and personal trust clients. Created policies related to Bank Secrecy Act/AML and created/delivered annual training to all staff. -
Consumer Loan UnderwriterAssociated Bank Jul 2007 - Sep 2008La Crosse, WisconsinReviewed loan files to determine underwriting guideline compliance and issued approvals, denials, or counter offers based on contributing risk factors.
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Residential Loan OfficerAssociated Bank May 2005 - Jul 2007La Crosse, WisconsinOriginated 1-4 family conventional, Wisconsin State VA, Rural Development, and WHEDA residential mortgage loans. Worked to establish business relationships in the community to obtain mortgage loan applications.
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Mortgage OriginatorFirefighters Credit Union Aug 2004 - Apr 2005Holmen, WisconsinWorked to establish business relationships in the community to obtain mortgage loan applications. Originated 1-4 family conventional and governmental residential mortgage loans. -
Residential Loan Support/TrainerFirst Federal Capital Bank Jun 2003 - Aug 2004La Crosse, WisconsinCreated training materials and delivered residential loan training to Branch Manager, Loan Officers, and support staff. Acted as a help desk contact to residential staff when not in training.
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Residential Staff UnderwriterFirst Federal Capital Bank Dec 2001 - Jun 2003La Crosse, WisconsinReviewed residential loan files to determine underwriting guideline compliance and issued approvals, denials, or counter offers based on analyses of contributing risk factors.
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Residential Loan Coordinator IiFirst Federal Capital Bank Jun 1998 - Dec 2001Onalaska, WisconsinProcessed and closed 1-4 family conventional and governmental residential mortgage loans.
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Residential Loan Review SpecialistFirst Federal Capital Bank Dec 1997 - Jun 1998La Crosse, WisconsinReviewed closed residential loan files to conduct secondary market review to ensure compliance/guidelines were adhered to for sale to investors.
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Retail Division Administrative Assistant IiFirst Federal Capital Bank Feb 1996 - Dec 1997La Crosse, WisconsinActed as Administrative Assistant to Senior Vice President of Retail Operations. Prepared reporting of monthly retail sales results of 46 bank locations and applied results to complex retail incentive program.
Paula Ulik Skills
Paula Ulik Education Details
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Business Administration And Management, General
Frequently Asked Questions about Paula Ulik
What company does Paula Ulik work for?
Paula Ulik works for Knight Barry Title United Llc
What is Paula Ulik's role at the current company?
Paula Ulik's current role is Closing Agent at Knight Barry Title United LLC.
What is Paula Ulik's email address?
Paula Ulik's email address is pu****@****oup.com
What schools did Paula Ulik attend?
Paula Ulik attended Viterbo University.
What skills is Paula Ulik known for?
Paula Ulik has skills like Retirement, Financial Services, 401k, Relationship Management, Mutual Funds.
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