Ann-Marie Krusiewicz
Chicago
Summary
Dynamic financial and operational professional excelling in loan servicing and portfolio management. Proven track record in client relationship management and financial analysis, leveraging advanced Excel skills to drive strategic insights. Recognized for streamlining processes, enhancing accuracy, and fostering strong vendor relations to optimize operational efficiency.
Overview
4
4
years of professional experience
Work History
Loan Servicing Account Manager (Temporary)
J.P. Morgan
Chicago
05.2025 - 07.2025
- Executed complex loan activities including fund disbursements, repricing's, and payments in strict accordance with credit agreements
- Reconciled daily funding and payment activity to account for daily cash transactions
- Interpreted legal credit agreements; collaborated with underwriters, bankers, and attorneys to ensure compliance
- Calculated and tracked multi-tiered interest and fee accruals across various rate levels
- Managed client relationships to ensure satisfaction and retention
Financial Analyst
Partners In Care
Honolulu
10.2024 - 01.2025
- Contributed to the preparation of monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards
- Managed AP/AR functions, resolved discrepancies, and reconciled bank statements
- Conducted comprehensive financial modeling and forecasting to support strategic planning and investment decision-making
- Created variance analysis reports to compare actuals with budgeted projections and assessed cost efficiencies
- Analyzed financial data, identified trends, and provided actionable insights to senior management
CDO Portfolio Administrator
U.S Bank
Chicago
07.2023 - 10.2024
- Managed a diverse portfolio of 15 client accounts, providing daily communication via phone and email to address inquiries, support financial needs, and strengthen client relationships
- Streamlined trade settlement, interest tracking, and reconciliation processes, reducing processing time by 15% and improving accuracy across multiple CDO and syndicated loan accounts
- Prepared and analyzed detailed portfolio performance reports, identifying trends and providing actionable insights that informed investment decisions and risk mitigation strategies
- Collaborated with cross-functional teams, including IT, compliance, and client services, to align data strategies with business objectives and ensure regulatory compliance
- Established and maintained operational controls and audits, mitigating risk and ensuring adherence to SEC and internal standards
Financial Analyst
Planned Property Management
Chicago
05.2021 - 04.2023
- Built and maintained financial models, forecasts, and margin analysis reports to support management decisions
- Analyzed unit pricing after renovations (e.g., flooring upgrades, kitchen remodels) to determine equitable rental rates and maximize profitability
- Managed vendor relationships with Apartments.com, Zillow, and Domu, analyzing advertising spend to ensure profitability and optimize marketing ROI
- Conducted market analysis and developed pricing strategies using historical sales data and advanced Excel modeling
Office Administrator
Planned Property Management
Chicago
05.2021 - 04.2023
- Executed lease agreements and coordinated documentation for new and renewing tenants across 30+ residential properties
- Served as primary point of contact for brokers, coordinating property showings and ensuring smooth transactions
- Managed office supplies and maintained administrative resources to support day-to-day operations
- Handled resident correspondence, inquiries, and office operations to ensure efficient day-to-day management
Education
Bachelor of Science - Finance and Information Systems
Loyola University Chicago
Chicago, IL05.2023
Skills
- Microsoft Excel
- Microsoft Outlook
- Client relationship management
- Portfolio management
- Account management
- SQL
- Yardi
- QuickBooks
- Vendor relations
- Loan servicing and reconciliation
- Portfolio administration
- Loan IQ
Timeline
Loan Servicing Account Manager (Temporary)
J.P. Morgan
05.2025 - 07.2025
Financial Analyst
Partners In Care
10.2024 - 01.2025
CDO Portfolio Administrator
U.S Bank
07.2023 - 10.2024
Financial Analyst
Planned Property Management
05.2021 - 04.2023
Office Administrator
Planned Property Management
05.2021 - 04.2023
Bachelor of Science - Finance and Information Systems
Loyola University Chicago