Experience

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  Cambrian Credit Union

  • Canada
  • Financial Services
  • 200 - 300 Employee

  • Director Data Governance & Compliance

    • Nov 2022 - Present

  • Manager, Data Intelligence

    • Feb 2022 - Nov 2022

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  Confido Data Services

  • Owner

    • Sep 2007 - Jan 2022

    To define what I do is difficult as it evolves but essentially I provide a mixed bag of services to Cooperatives and Credit Unions. The projects often take a shift with new client priorities but as of today, my current focus with and for Credit Unions include: * Support in accounting and finance projects to increase not just the margin but also the comprehensive bottom line ensuring member, employee and credit union success is served in a balanced equitably * Data analysis for improved reporting including data cleansing and recommended business process improvements * FINTRAC risk assessments with full membership analytics * Facilitation of FINTRAC policy / procedure creation as per government rules and regulations * Classroom training on ALM software * Project lead on the development and sales of a custom Member Relationship Management (MRM) Software for Credit Unions * Project lead on both the sales of Member Segmentation Modelling software while also providing on-site project assistance with analysis, target marketing, etc. * Projection and budget assistance to Credit Unions using Asset Liability Management (ALM) Software Services also include: * process improvement / mapping * job analysis * financial reporting * corporate training: sales/service, Microsoft Office applications * data analytics - strategic planning benchmarking, campaign target recommendations, etc

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  Credit Union Central of Manitoba

  • Compliance Coach

    • Dec 2017 - Dec 2021

    Contracted role to help credit union’s find value in requirements, confidence in uncertainty and a peaceful night sleep!

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  CUMIS (Strategic Solutions Group)

  • Credit Union Consultant - Contract

    • Sep 2005 - Jul 2006

    Using my campaign knowledge and data abilities, I joined this special group under the CUMIS umbrella to help credit union's across Canada and here at home strengthen their financial relationships with their members and understand the immense value of their team of relationship oriented employees when powered by smart analytics. Services provided in the creation and launch of a national credit-union specific segmentation, including data management, data analysis and the development of analytical tools and reports. Process re-engineering of existing analytical tools to better suit the clients’ needs and abilities Create and train client on campaign inbound/outbound calling scripts and call tracking tools

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  Astra Credit Union

  • Business Analyst

    • Sep 2003 - Sep 2005

    While some duties carried on from previous roles, this newly created position with the CU introduced me to much of what I continue to do today. Investigation, recommendation and implementation of new software, hardware, products and services to streamline administrative functions, including the creation of policies, procedures, job aides and on-site training/roll-out i.e. receipt printers, CAFT and Sweep products, Canada Post Address Accuracy Initiative Re-engineering and / or automation of existing administrative processes by further integrating the capabilities of existing software tools and / or by rethinking the processes i.e. statement print functionality, MTS wires, personal mortgage renewals Lead the continuous review of member / banking database to ensure consistent, accurate and clean information available for making important marketing and financial decisions, and identifying staff learning opportunities to integrate clean-up processes into the daily operations of the Credit Union Creation of advanced reporting using DataQwik, Excel, Crystal and Access for campaigns, analysis, etc. i.e. SSG partnership, new and existing product profitability System Administrator – Credit Union Banking System (CUBS) First-line desktop application support – CUBS, ATM, Microsoft Applications, Policy & Procedures as they pertain to owned projects

  • Corporate Trainer

    • Nov 2001 - Sep 2003

    Again, my position grew and I moved into a newly created role now split with the HR team. Development and delivery of Microsoft Office 2000 Suite training program (Word, Excel, PowerPoint & Outlook) Development of “Respect in the Workplace” training session  Team projects include development and delivery of 2002 Training Initiative, staff recognition evening, creation and rollout of HR Services Satisfaction Survey Investigation of social auditing techniques Behavior based interview panel preparation and participation

  • IT Support Specialist

    • May 2001 - Sep 2003

    The project work in my previous role took on an IT focus and I moved into this newly created role: Produce profitability analysis of products and services for product revamping System Administrator - CUBS Banking System First-line desktop application support – CUBS, Microsoft Applications, Internet Applications, CU Solutions software Create reports for marketing, analysis and auditing with DataQwik, Excel, Crystal Reports & Access

  • Finance Assistant

    • Apr 2000 - May 2001

    Part time work for the executive transitioned into this newly created full time role with the CU. Test and implement FMS Budget and Syndicated Loans functionality of CUBS  Creation and maintenance of company intranet site CU user support for Microsoft Word, Excel, Outlook and CUBS

  • TeleService Representative

    • Oct 1998 - Apr 2000

    One of the first team members for our credit union's new call center. Spent half the time working with members both inbound and outbound and the other half on special projects for the executive team. Cross-sell credit union’s products and services including investments, lending, wealth management. Assist members with questions/discrepancies as per Astra CU policy, procedure and risk management Develop and format mail solicitation for membership using banking system exports & excel including list selection, call tracking as well as making the calls with our team Test and implement Fixed Assets and Accounts Payable functionality of CUBS - FMS.

  • Receptionist

    • Jul 1995 - Oct 1998

    My first "real" job turned into a 10 year career with Astra Credit Union. Best company ever and I learned so much with and for so many colleagues!  Assist members with questions/discrepancies as per Astra CU policy, procedure and risk management Branch support for WordPerfect, Lotus 1-2-3 & Profile. Branch auditing.

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  Credit Union Central of Manitoba

  • Summer Student / Reception

    • May 1994 - Jul 1995

    Summer student in HR turned to reception in computer services. Little did I know I would type every CUBS manual that I would eventually use and support in the CU system!! Formatting manuals for CUBS Banking System. Preparation of training brochures, employment bulletins & formatting of the annual training calendar sent to the Manitoba Credit Union System