Shannon Mauch

Client Services Team Member at Trutina Financial, LLC
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Location
Kirkland, Washington, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Team Member
      • Mar 2017 - Present
    • Education Management
    • 1 - 100 Employee
    • MBA Program Coordinator
      • Jun 2015 - Mar 2017

      Administrative leadership of the MBA: - Course scheduling - Contrats adjunct faculty - Advises MBA students - Develops/Drafts MBA policies and procedures - Manages the assessment program - Maintains the MBA website - Assists the enrollment counselor - Plans networking events for students and alumni Administrative leadership of the MBA: - Course scheduling - Contrats adjunct faculty - Advises MBA students - Develops/Drafts MBA policies and procedures - Manages the assessment program - Maintains the MBA website - Assists the enrollment counselor - Plans networking events for students and alumni

    • Financial Specialist
      • 2012 - 2015

      Tracked monthly expenses Developed budget Assisted with financial decision Assisted with managing retirement account Tracked monthly expenses Developed budget Assisted with financial decision Assisted with managing retirement account

    • United States
    • Non-profit Organization Management
    • 200 - 300 Employee
    • Accountant
      • 2012 - 2013

      Desk audits for overseas offices Month end financials for overseas offices Other projects as assigned Desk audits for overseas offices Month end financials for overseas offices Other projects as assigned

    • United States
    • Financial Services
    • 700 & Above Employee
    • Examiner
      • Mar 2009 - Jan 2012

      Conducted risk focused examinations Communicated findings with credit union executives and board members Conducted quarterly financial reviews for credit unions Communicated with credit union management teams Managed high risk credit unions Tracked/reported travel expenses Booked all travel arrangements Conducted risk focused examinations Communicated findings with credit union executives and board members Conducted quarterly financial reviews for credit unions Communicated with credit union management teams Managed high risk credit unions Tracked/reported travel expenses Booked all travel arrangements

Education

  • Idaho State University College of Business
    Bachelor of Business Administration (BBA), Finance, General
    2003 - 2008

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