Paytn Schramm Email & Phone Number

Audubon, Ia, Us

Audubon, Ia, Us

- Simultaneously manage 5-6 mobile app implementations for clients across various industries.- Lead weekly status meetings with client stakeholders to provide progress updates and answer questions.- Proactively monitor project scope, change orders, and deliverables to mitigate risks and ensure desired go-live date is met.- Collaborate with client teams, internal teams (product, development, creative design, and UX) and external vendors to ensure all parties are on track. - Explain intricacies of project timeline and related technical features in a way that is clear, concise, and easy for client & broker teams to understand.- Participate in planning meetings, sales handoffs, demos, and strategy sessions to identify project objectives, stakeholders, and scope, allowing me to create a detailed project plan.

- Lead client meetings and established client digital initiatives that align employee needs with business priorities- Monitored and provided guidance on user analytics, establishing and achieving app download milestones

Grimes, Ia

Assist billing department with invoice approval, entry, and follow up, answer customer questions, provide support to payables department, complete ad hoc projects on an as needed basis.

Johnston, Ia

Assisted loan officers and credit administrators in various steps of the loan application, approval, and underwriting process. Used tax returns and credit reports to prepare and analyze business and personal financial statements, calculated financial ratios, prepared credit proposals and annual reviews, transitioned loan profiles to a new software system, and corresponded with attorneys, title companies, and insurance agents to obtain collateral documentation.

Johnston, Ia

Responsible for processing customer transactions quickly and accurately, answering and directing phone calls in a professional manner, assuming duties of the head teller in her absence, filing loan documents, issuing cashier’s checks and money orders, fulfilling account and debit card maintenance requests, travel notices, and PIN resets, guiding customers through new account application process, and completing Currency Transaction Reports, Suspicious Activity Reports, and High Risk Customer Monitoring Reports.