Audrey Wertz

Financial Examiner at Office of the State Bank Commissioner
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • Financial Examiner
      • Mar 2023 - Present

    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President of Branch Services
      • Jul 2015 - Mar 2023

      • Oversee operations of credit union branch • Supervise staff of five • Participate in various community relations opportunities • Open member accounts including IRAs • Underwrite consumer loans: Secured, Unsecured, Home Equity Lines of Credit, Visa Credit Cards • Underwrite Commercial/Member Business Loans • Oversee operations of credit union branch • Supervise staff of five • Participate in various community relations opportunities • Open member accounts including IRAs • Underwrite consumer loans: Secured, Unsecured, Home Equity Lines of Credit, Visa Credit Cards • Underwrite Commercial/Member Business Loans

    • Administrative Assistant
      • Feb 2014 - Jul 2015

      • Answer three to four different phone lines; answer questions and direct calls for the City Manager’s Office• Assist customers/public upon entering of the office; set up appointments with staff, answer questions, help prep for meetings• Provide administrative support to various departments including; City Manager, Planning and Zoning, Utilities, Engineering, Public Works, Community Development, Economic Development• Extensive use of Microsoft Office; creation of spreadsheets, databases, power point presentations, and general correspondence • Maintain schedules, reservations, and payments for various city facilities rented for public use• Track work orders generated by citizen complaints, participate in preparation of bid packets for various departmental projects, and assist in bookkeeping of various city projects and grants.• Input monthly financials into budget spreadsheets• Serve as a “catch all” for any department within the city; various duties as assigned Show less

    • Utility Clerk
      • Oct 2011 - Feb 2014

      • Apply and process water bill payments; provide extensive customer service• Manage water bill extension agreements• Monitor monthly water consumption readings; send out high reading notices when necessary• Assist in monthly water account shut offs by maintaining list and keeping track of data• Perform basic clerical duties including: answer telephones, file paperwork, run errands, deliver messages, sort mail, prepare reports, type letters and other correspondence. Show less

    • Bank Teller
      • Jul 2009 - May 2011

      • Vault teller: responsible for ordering and selling bank’s money supply, and balancing the vault • Check order clerk: handled all new check orders and check re­orders • Back up ATM teller: responsible for replenishing and balancing the ATM cash • Basic teller duties: handling cash, interacting with customers, answering phone calls • Provided administrative support as needed • Vault teller: responsible for ordering and selling bank’s money supply, and balancing the vault • Check order clerk: handled all new check orders and check re­orders • Back up ATM teller: responsible for replenishing and balancing the ATM cash • Basic teller duties: handling cash, interacting with customers, answering phone calls • Provided administrative support as needed

Education

  • Pittsburg State University
    Master of Business Administration - MBA, Human Resources
    2021 - 2023
  • Fort Hays State University
    Bachelor of Business Administration (B.B.A.), Marketing
    2013 - 2016
  • Labette Community College
    Associate of Applied Science, Financial Services
    2010 - 2013
  • Parsons High School
    High School Diploma
    1999 - 2003

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