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DANIEL MAUER
31 Elanore Drive,Ballwin, MO. 63021 | 636-212-5140 | danmau135@gmail.com
SUMMARY
MBA recipient pursuing CPA certification equipped with an in-depth
working knowledge of the financial industry. An experienced financial
professional with a successfulcareer managing risk, performing due
diligence, leading projects, and handling time-sensitive, complex
transactions.
COMPUTER SKILLS
Software
 SageWorks Financial Analysis Software
 Compliance 360/EDR Software
 Microsoft Excel, Word, and PowerPoint.
 SmartSheet – Gant Charts and Project Management
 QuickBooks
EXPERIENCE
08-29-2011to
Present
Business Services, First Community Credit Union
(636)728-3333
 Monitor and analyze loan portfolio
 Audit commercial loan files
 Evaluate Commercial/Personal Tax Returns
 Prepare CommercialBoard Report for Board of Directors and Senior Management
 Post rental payments on commercial properties
 Research and reconcile account/loan issues for commercial members
 Assist members and branch employees with commercial services
 Prepare <$50,000 commercial loan memos
 Preform proper due diligence on all commercial properties
 File appropriate state documents, Deed of Trusts, Assignments of Rent, etc.
 Train new employees
Financial Service Consultant III (08-29-11 to 05-06-2012)
 Matrix approve/deny consumer loans
 Prepare and close consumer loans
 Assist members with financial transactions
 Process IRA and Roth IRA transactions
 Balance ATM and cash drawer
Page2
08-20-1996to
Present
Soccer Official (Grades 4th
thru 12th
), Fenton Athletic Association
(636)349-5060
 Maintain safe environment for players
 Administer laws of the game
 Manage players, coaches,and fans
 Train new officials
11-15-2010to
08-26-2011
Android Technical Service Specialists, Convergys – AT&T
(636)282-6200
 Customer support and troubleshooting for Android platform
 Administer warranty claims
 Assist and train employees in support services
 100% Call compliance and achievement
EDUCATION
10/2015 Masters of Business Administration, Fontbonne University
Concentration in Accounting – Eligible for CPA Exam 2016
05/2009 Bachelors in Sports Management, Fontbonne University
Minor in Business Administration
REFERENCES - CONTACT INFORM ATION UPON REQUEST
o Steve Vitale, CPA
o Lee Moore, CPA
o John Mennel
o Ginny Kienstra

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DANIEL MAUER_RESUME

  • 1. DANIEL MAUER 31 Elanore Drive,Ballwin, MO. 63021 | 636-212-5140 | danmau135@gmail.com SUMMARY MBA recipient pursuing CPA certification equipped with an in-depth working knowledge of the financial industry. An experienced financial professional with a successfulcareer managing risk, performing due diligence, leading projects, and handling time-sensitive, complex transactions. COMPUTER SKILLS Software  SageWorks Financial Analysis Software  Compliance 360/EDR Software  Microsoft Excel, Word, and PowerPoint.  SmartSheet – Gant Charts and Project Management  QuickBooks EXPERIENCE 08-29-2011to Present Business Services, First Community Credit Union (636)728-3333  Monitor and analyze loan portfolio  Audit commercial loan files  Evaluate Commercial/Personal Tax Returns  Prepare CommercialBoard Report for Board of Directors and Senior Management  Post rental payments on commercial properties  Research and reconcile account/loan issues for commercial members  Assist members and branch employees with commercial services  Prepare <$50,000 commercial loan memos  Preform proper due diligence on all commercial properties  File appropriate state documents, Deed of Trusts, Assignments of Rent, etc.  Train new employees Financial Service Consultant III (08-29-11 to 05-06-2012)  Matrix approve/deny consumer loans  Prepare and close consumer loans  Assist members with financial transactions  Process IRA and Roth IRA transactions  Balance ATM and cash drawer
  • 2. Page2 08-20-1996to Present Soccer Official (Grades 4th thru 12th ), Fenton Athletic Association (636)349-5060  Maintain safe environment for players  Administer laws of the game  Manage players, coaches,and fans  Train new officials 11-15-2010to 08-26-2011 Android Technical Service Specialists, Convergys – AT&T (636)282-6200  Customer support and troubleshooting for Android platform  Administer warranty claims  Assist and train employees in support services  100% Call compliance and achievement EDUCATION 10/2015 Masters of Business Administration, Fontbonne University Concentration in Accounting – Eligible for CPA Exam 2016 05/2009 Bachelors in Sports Management, Fontbonne University Minor in Business Administration REFERENCES - CONTACT INFORM ATION UPON REQUEST o Steve Vitale, CPA o Lee Moore, CPA o John Mennel o Ginny Kienstra