Experience

American United Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Senior Application Specialist

  • Aug 2004 - Present

  I coordinate with a credit union departments and develop solutions that meet their needs and improve efficiencies. I'm the primary administer of multiple custom databases and software systems, including many of the primary systems used throughout our organization. On a daily basis I work with CUProdigy Core System, Laserfiche, Laserfiche Workflow, Laserfiche Forms, JavaScript, HTML, CSS, C#, REST APIs, Microsoft Power BI, Adobe Acrobat (including Javascript for Forms), Microsoft SQL… Show more I coordinate with a credit union departments and develop solutions that meet their needs and improve efficiencies. I'm the primary administer of multiple custom databases and software systems, including many of the primary systems used throughout our organization. On a daily basis I work with CUProdigy Core System, Laserfiche, Laserfiche Workflow, Laserfiche Forms, JavaScript, HTML, CSS, C#, REST APIs, Microsoft Power BI, Adobe Acrobat (including Javascript for Forms), Microsoft SQL. MySQL, VB, and VBA.

• Vice President of Accounting and Special Operations

  • Jun 2012 - Mar 2018

  West Jordan, Utah, United States My time is divided between accounting and back-office operations and other duties and projects we refer to as "Special Operations". Management duties include semi-annual staff reviews; hiring and firing of staff; holding regular staff meeting and trainings; among many other duties. Back-office operations duties include oversight of Visa processing, including card issuance and chargeback processing; oversight of ACH and share draft processing; IRA processing; member communication; and… Show more My time is divided between accounting and back-office operations and other duties and projects we refer to as "Special Operations". Management duties include semi-annual staff reviews; hiring and firing of staff; holding regular staff meeting and trainings; among many other duties. Back-office operations duties include oversight of Visa processing, including card issuance and chargeback processing; oversight of ACH and share draft processing; IRA processing; member communication; and staff training; among many other duties. Accounting duties include daily, monthly, quarterly and annual balancing of hundreds of general ledger accounts and various sub-ledgers; bank reconciliations; creation, tracking and disposal of fixed assets; and preparation of monthly financial statements for our Board of Directors and annual financial statements for our annual shareholder meeting; among many other duties. Special operations duties include interacting with all members of the organization across all departments, and many contacts outside the organization. I develop policies, procedures, forms and processes. I manage system and program configuration and logistics. I develop systems and processes to improve process efficiency and to automate routine tasks; this includes programming in JavaScript and Visual Basic. I oversee the use of the LaserFiche repository, including development of many automated Workflow processes. I have successfully developed and implemented numerous programs and products, some of which are unique in the industry. I work extensively with our software developers testing and improving our systems, helping in part to develop the best core system in the credit union industry. I conduct trainings and oversee meetings on a regular basis. I also assist credit union members and employees across the entire organization on a daily basis, with a multitude of issues and questions. This is only some of the many duties I perform in my special operations capacity.

• Lending Manager

  • Jul 2010 - Jun 2012

  Greater Salt Lake City Area For the two years that I oversaw the lending department of American United, I also continued in my previous capacity as Collection Manager. Managing two separate departments was an extremely difficult task, but I worked hard at it regardless. My duties included development and implementation of lending policies, procedures and processes; oversight of lending and collection staff, including hiring and firing, and semi-annual reviews; and underwriting of consumer and real property loans that… Show more For the two years that I oversaw the lending department of American United, I also continued in my previous capacity as Collection Manager. Managing two separate departments was an extremely difficult task, but I worked hard at it regardless. My duties included development and implementation of lending policies, procedures and processes; oversight of lending and collection staff, including hiring and firing, and semi-annual reviews; and underwriting of consumer and real property loans that exceeded the limits of the loan officers.

• Collections Manager

  • Jun 2008 - Jul 2010

  Greater Salt Lake City Area For two years I developed and oversaw the collection department of American United. My duties included developing and implementing processes and procedures for collection of consumer and real property debt and overdrawn accounts. I personally contacted debtors on a regular basis helping them to establish payment plans and account modifications. I worked with collection accounts through all aspects of the aging process, including charge-off and subsequent collection work. I developed strong… Show more For two years I developed and oversaw the collection department of American United. My duties included developing and implementing processes and procedures for collection of consumer and real property debt and overdrawn accounts. I personally contacted debtors on a regular basis helping them to establish payment plans and account modifications. I worked with collection accounts through all aspects of the aging process, including charge-off and subsequent collection work. I developed strong relationships with vendors such as attorneys and collection and repossession agencies. Despite being in the midst of the "Great Recession", I was able to reduce the credit union's risk exposure and losses and played a key role in helping the credit union to grow during a difficult economic time.

• Mortgage Loan Officer

  • Jan 2008 - May 2008

  Greater Salt Lake City Area Processed mortgage loans for a third-party lender. Also underwrote and processed mortgage loans and home equity loans to be held in-house at the credit union.

• Loan Officer

  • Sep 2006 - Dec 2007

  Greater Salt Lake City Area Underwrote consumer loans and home equity loans. Included processing of those loans, gathering information for application, preparing documents, meeting with members, closing and funding of loans, opening new accounts, and cross-selling of credit union products and services.

• Junior Loan Officer

  • Aug 2005 - Aug 2006

  Greater Salt Lake City Area Underwrote smaller amount consumer loans. Assisted the loan officers with processing of larger consumer loans, including gathering information for application, preparing documents, meeting with members, closing and funding of loans, opening new accounts, and cross-selling of credit union products and services.

• Loan Processor

  • Apr 2005 - Aug 2005

  Greater Salt Lake City Area Assisted the loan officers with processing of consumer loans, including gathering information for application, preparing documents, meeting with members, closing and funding of loans, opening new accounts, and cross-selling of credit union products and services.

• Teller

  • Aug 2004 - Apr 2005

  Greater Salt Lake City Area Processed account deposits and withdrawals, cashed checks, assisted credit union members to access their accounts, and cross-sold credit union products and services.



Convergys

• Technical Support

  • Oct 2003 - Aug 2004

  I handled in-bound technical support calls for DirecTV. I assisted customers who had been unable to resolve their system issues at the prior support level, by guiding them through troubleshooting steps, ordering replacement equipment and scheduling service calls.



Salt Lake Valley GMC

• Automotive Sales

  • Apr 2003 - Oct 2003

  I sold new and used cars and trucks. I conducted cold calling to generate business and assisted walk-in customers with the process of purchasing a vehicle. This included helping to conduct test drives and negotiating purchase price.



Skippers Seafood and Chowder House

• Assistant Manager

  • Jan 2002 - Feb 2003

  I assisted the general manager in all aspects over store oversight and management. I established the weekly staff schedule, processed inventory and supply orders, managed the evening shift of the restuarant, and assisted in the hiring and firing process.