Resume (Feb 2017)

DAVID E. ALLISON 4525 Zilker Drive • Pleasant Hill, Iowa, 50327 (515)-664-1570 • [email protected] EDUCATION Aug. 2012 – May 2016 University of Iowa Iowa City, Iowa Henry B. Tippie College of Business B.B.A., Finance, May 2016 Minor: Spanish Jan. 2015 – May 2015 Universidad de Andrés Bello Santiago, Chile Study Abroad, USAC International Business and Spanish RELATED EXPERIENCE Aug. 2016 – Dec 2016 Wells Fargo through the Palmer Group Des Moines, Iowa Temporary Loans Servicing Specialist III – Image Stipulation • Identify and procure missing document fees for newly funded loans • Contact settlement agents regarding discrepancies in total amount due for recording fees • Review and satisfy an average of 80 settlement statements from mortgages in company profile a day Sep. 2015 – July 2016 Robert A. Lee Recreation Center Iowa City, Iowa Customer Service Representative • Supervised the entire 44,000 square foot facility • Reviewed and documented daily financial reports to insure profitability • Scheduled reservations and other services through the company’s POS system, ActiveNet Feb. 2015 – May 2015 Tronwell International Santiago, Chile Internship - Finance • Reconciled year-end accounts receivable, payable and bank statements • Increased productivity by creating a database that included company expenses and data • Supported and collaborated with Senior Financial Analyst and his 5 clients • Utilized fluency in Spanish to communicate with coworkers and clients in person ACTIVITIES AND ORGANIZATIONS Aug. 2012 – May 2016 Sigma Nu Fraternity • Financial Committee • Philanthropy Committee - Kickin’ It for a Cure Fundraiser Nov. 2014 – May 2016 University of Iowa Dance Marathon Volunteer Nov. 2014 – May 2016 HawkTrade RELATED COURSEWORK • Financial Courses: Investment Management, Corporate Finance, Financial Management, Financial Accounting and Reporting, Fixed In- come Securities, Commercial Banking, International Finance, Business Spanish • Information Technology & Business Analytics Courses: Business Computing Essentials, Financial Information Technology, Business Communication & Protocol LANGUAGE & SOFTWARE SKILLS • Languages: Fluent in reading, writing, and speaking in Spanish • Database Management: Competency in Microsoft Word, Excel, and Access, ActiveNet, Bloomberg, Crystal Ball • Certifications: Completed Adventis CG’s Financial Modeling Certification Class Enrolled in Iowa Real Estate Pre-License Course (Feb 2017)

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Transcript of Resume (Feb 2017)

DAVID E. ALLISON

4525 Zilker Drive • Pleasant Hill, Iowa, 50327 (515)-664-1570 • [email protected]

EDUCATION

Aug. 2012 – May 2016 University of Iowa Iowa City, Iowa Henry B. Tippie College of Business B.B.A., Finance, May 2016 Minor: Spanish

Jan. 2015 – May 2015 Universidad de Andrés Bello Santiago, Chile Study Abroad, USAC International Business and Spanish

RELATED EXPERIENCE

Aug. 2016 – Dec 2016 Wells Fargo through the Palmer Group Des Moines, Iowa Temporary Loans Servicing Specialist III – Image Stipulation

• Identify and procure missing document fees for newly funded loans • Contact settlement agents regarding discrepancies in total amount due for recording fees • Review and satisfy an average of 80 settlement statements from mortgages in company

profile a day Sep. 2015 – July 2016 Robert A. Lee Recreation Center Iowa City, Iowa Customer Service Representative

• Supervised the entire 44,000 square foot facility • Reviewed and documented daily financial reports to insure profitability • Scheduled reservations and other services through the company’s POS system, ActiveNet

Feb. 2015 – May 2015 Tronwell International Santiago, Chile Internship - Finance

• Reconciled year-end accounts receivable, payable and bank statements • Increased productivity by creating a database that included company expenses and data • Supported and collaborated with Senior Financial Analyst and his 5 clients • Utilized fluency in Spanish to communicate with coworkers and clients in person

ACTIVITIES AND ORGANIZATIONS

Aug. 2012 – May 2016 Sigma Nu Fraternity • Financial Committee • Philanthropy Committee - Kickin’ It for a Cure Fundraiser

Nov. 2014 – May 2016 University of Iowa Dance Marathon Volunteer Nov. 2014 – May 2016 HawkTrade

RELATED COURSEWORK

• Financial Courses: Investment Management, Corporate Finance, Financial Management, Financial Accounting and Reporting, Fixed In-come Securities, Commercial Banking, International Finance, Business Spanish

• Information Technology & Business Analytics Courses: Business Computing Essentials, Financial Information Technology, Business Communication & Protocol

LANGUAGE & SOFTWARE SKILLS

• Languages: Fluent in reading, writing, and speaking in Spanish • Database Management: Competency in Microsoft Word, Excel, and Access, ActiveNet, Bloomberg, Crystal Ball • Certifications: Completed Adventis CG’s Financial Modeling Certification Class Enrolled in Iowa Real Estate Pre-License Course (Feb 2017)