Operations Coordinator

• May 2017 - Present

Client Technical Support Rep

• Oct 2013 - Dec 2015

- Personally supported a client base of 20-25 Credit Unions (CU’s) - Assisted Credit Union CEO’s, executives, and staff with day-to-day issues - Opened, updated, and closed tickets for every call that came in - Created, edited, and deleted General Ledgers, Financial Statements, and Income Statements for CU’s - Submitted projects to Programming to facilitate CU requests/issues - Worked directly with IT, Operations, and Programming - Wrote documentation/instructions for new projects (Mobiliti, e-Statements, Debt Protection Insurance, etc.) Show less

Operations Manager

• Sep 2010 - Aug 2013

- I continued to do all the jobs listed under ‘Administrative Assistant’- Managed and paid all Credit Union bills- Assisted in closing the books for the prior month- Assisted in completing the NCUA Call Report quarterly- Trained new tellers, loan clerks, and loan officers

Administrative Assistant

• May 2005 - Sep 2010

- Senior Loan Officer duties (processed/approved loan applications, issued loans, etc.)- Managed vault and cash dispensers when needed- Balanced ATM reports daily- Approved checks that were over the teller’s approval guidelines- Found and corrected teller and computer errors- Assisted members with questions and/or issues- Researched teller and vault outages at the end of the night- Balanced General Ledger accounts- In 2005, I worked with Co-Op and Liberty in implementing our Visa Photo Debit Card program. - Also, in 2005, I created an efficient way of balancing the Corporate Checks and Money Orders.- In 2008, I worked with my Chief Operations Officer and Cencorp CU in setting up Check 21. I also trained the employees on how to scan and send the files for Check 21.- In 2010, I headed up the conversion of our ATM/Visa Debit Cards from Co-Op to Fiserv EFT. Show less

Loan Officer

• Mar 2004 - Jan 2005

- Processed loan applications over the phone or directly with the members- Approved loan applications - Issued loans- Worked with Mortgage Center to assist members in the mortgage process- Worked with Card Services (VISA)

Loan Clerk

• Oct 2003 - Mar 2004

- Processed loan applications over the phone or directly with the members- Issued loans- Worked with dealers in regards to auto loans- Educated members in how to properly read and use their credit report

Head Teller

• Aug 2002 - Oct 2003

- Responsible for the teller line – Making sure there were sufficient tellers for the members in the lobby- Full control of the vault cash- Filled, repaired, and monitored the cash dispensers- Answered phones- Assisted and trained tellers as needed- Encoded checks throughout the day and prepared them for deposit at night

Teller

• Jun 1999 - Aug 2002

- Responsible for processing and completing member transactions in a professional, but caring manner- Assisted with night-drop deposits in the morning- Answered phones- Encoded checks throughout the day and prepared them for deposit at night