See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Beth O'Donnell is a seasoned financial professional with extensive experience in compliance, data conversion, and operations management. She has worked with various credit unions, providing training, support, and process development to increase efficiency and customer satisfaction. With a strong background in Microsoft Office and data processing, Beth has successfully coordinated system conversions and ensured compliance with government regulations.

Experience

    • Consultant
      • Jan 2005 - Present

      Extensive credit union experience including accounting, operations, technology, conversion and deconversions Assisting credit unions make smoothly efficient, and cost-effective transitions. Developed training for Home Equity and other consumer lending.Reconciled credit union bank statements.Overs...

    • Conversion Administrator
      • Jan 1995 - Jan 2005

      Responsible for coordinating all aspects of system and data conversions to the R.C. Olmstead system, and act as a liaison between client, computer programming department, and with third party service providers, to ensure proper implementation of special interfaces. Duties also included training o...

    • Senior Customer Service Representative
      • Jan 1985 - Sep 1995

      FiTECH SystemsProvided customer and system support for 56 clients nationwide, which encompassed initial equipment setup, installation, training, and support. Responsibilities also included quality assurance testing on new products. Efforts resulted in several Customer Service Representative of t...

    • Office Manager
      • Jan 1968 - Jan 1985

      Management of office and computer operations, training and supervision of all staff, develop procedures to monitor deposit and loan growth, and act as compliance officer to ensure all government rules and regulations were met or exceeded.Accomplishments include introduction of various service pro...

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles