Experience

LBS Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Financial Service Representative

  • Dec 2006 - Present

  Assisting Members in identifying their financial needs by performing a variety of complex financial transactions including Analyzing Financial Statements; Processing , Funding, and Disbursement of Consumer Loans, Payroll Processes, Payroll Deductions, ACH Distributions, Accounting Processes, Balancing General Ledger, Auditing Financial Documents, and Record Keeping. Opening investment retirement accounts , IRAs, Coverdell accounts ; processing IRA rollovers/ transfers , distributions/… Show more Assisting Members in identifying their financial needs by performing a variety of complex financial transactions including Analyzing Financial Statements; Processing , Funding, and Disbursement of Consumer Loans, Payroll Processes, Payroll Deductions, ACH Distributions, Accounting Processes, Balancing General Ledger, Auditing Financial Documents, and Record Keeping. Opening investment retirement accounts , IRAs, Coverdell accounts ; processing IRA rollovers/ transfers , distributions/ RMD, and contributions. Conducting daily and monthly audits of cash drawers, cash machines, vault, negotiable, and ATM’s. Acts as supervisor in the absence of the Manager , Performing duties related to sales production; acts as a financial advisor to assigned Members; and performs assigned audit duties in compliance with NCUA established guidelines. Show less



Kinecta Federal Credit Union

• United States
• Financial Services
• 500 - 600 Employee

• Member Service Associate

  • Apr 2004 - Dec 2006

  Direct contact with Credit Union Members regarding inquiries, accounting, personal finances, account maintenance and product knowledge. Directs weekly staff meeting, training sessions , coaching , cross selling investments, and analyzing and diversifying of finances.



Long Beach Unified School District

• United States
• Primary and Secondary Education
• 700 & Above Employee

• College Aide

  • Jan 2002 - Apr 2005

  Training and guidance of secondary students, speech language pathology, guided reading, and mentoring. Direct reinforcement to the instructor / teacher; teaching , and coaching students in the disciples of mathematics and behavioral science. Creating and implementing lesson plans, flow chats, graphs, and spreadsheets that concede with planned lessons.