Experience

MyLEVERAGE
• United States
• Banking
• 1 - 100 Employee
• Payment Solutions Director

  • Oct 2014 - Present


League of Southeast Credit Unions (formerly Georgia Credit Union Affiliates)

• Strategic Account Manager

  • Oct 2014 - Jan 2022

  Perform Portfolio Analysis for multiple GA credit unions, advising how to improve profitability of credit card portfolios.Discuss current fraud trends and Processor Fraud tools available Knowledge of various card processing systems to assist credit unions with daily questions.- Fiserv’s CWSi, FIS’s pass through system, ClientLink, SAFE Forms, Balance Transfer System, DRC and Client Portal. Responsible for assisting in the planning and execution of credit card meetings- processor training sessions and marketing meetings. Report ways to increase credit card area efficiency, as well as modifications to processes/procedures and portfolio reviews. Effectively communicate FIS/Fiserv bulletins to affected credit unions via emails and conference calls. Manage two direct reports, 7 person team in total, performing minimal HR duties via ADP, ensured PCI Compliance, primary point of escalation within the department. Monitor and assist GA credit unions in their daily operations such as posting payments, maintaining member accounts, and member service. Primary project manager for new initiatives selected by credit unions: handle mergers between credit unions, deconversions from processors, emv chip card conversions, fraud initiatives, etc. Show less



BreakAway Loyalty

• United States
• Financial Services
• 1 - 100 Employee

• Director of Implementations and Client Support

  • Nov 2008 - Sep 2014

  Maintain daily operations for Point Programs for major Financial Institutions such as coordinate incoming/outgoing data files, customer service issues, web design, client review meetings, the main point of contact for client needs. Launched seven major Client Programs in three years as well as numerous Re-Branding Website Redesign for existing Clients. Project Coordinator from Start to Finish on all. Administrative Assistant for Director of Sales and Marketing as well as Director of IT. Coordinate Travel needs as well as Onsite needs (ex. Presentation information, Program Insights) Coordinate between multiple departments with multiple employees such as Data Management, Programming, Customer Service/Call Center, Sales and Marketing, Web Development. Ability to maintain a pleasant and professional manner at all times on the phone, via email, and in person while handling several projects at once. Show less



Network Twenty-One

• United States
• Telecommunications
• 1 - 100 Employee

• Event Coordinator

  • Jan 2006 - Sep 2008

  Handle daily Customer Service inquiries via phone & email. Assist in Corporate Event Planning activities such as ticket sales and distribution, communications to attendees, reconciliation of event, planning of future events and contracting with venues, work with designers on brochure and ticket look and feel. Point of Contact onsite for Customer Service, Hotel Registration needs, Product Sales, and Vendors. Plan and execute three major events per year plus bi-quarterly smaller events as well as one major Lifestyle Trip to Hawaii every other year. Plan and execute various Christmas parties, baby & wedding showers, and weddings throughout the year as needed. Show less



Financial Asset Management Corporation

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Coordinator

  • Jan 2003 - Jan 2006

  Responsible for full-cycle accounts receivables including invoicing, payment application, light collection of 60+ day aging, and researching billing inquiries from clients. Reconciled daily bank account balances and record journal entries for various activities. Prepare daily reconciliation of insufficient fund checks to ensure proper reversals on the bank as well as the general ledger. Researched and resolved two years of outstanding checks in bank reconciliations. Back up for full cycle accounts payable including coding, issuing checks, filing, and researching past due balances. Back up for completing daily cash balancing spreadsheet to ensure accurate and timely bank deposits each day. Show less