Experience

Co-op Solutions

• United States
• Financial Services
• 700 & Above Employee

• Client Service Executive

  • Apr 2021 - Present

  Des Moines, Iowa, United States Trusted advisor with assisting clients on card processing through the debit/credit platforms to ensure they provide top of wallet products and technology to their membership. Collaborate with teams to ensure projects and inquiries are met to the expectations of our clients while building long term relationships. Communicate technical details in answering questions and inquiries accordingly. Partner with others on my team to help provide support and guidance to each other and meet the… Show more Trusted advisor with assisting clients on card processing through the debit/credit platforms to ensure they provide top of wallet products and technology to their membership. Collaborate with teams to ensure projects and inquiries are met to the expectations of our clients while building long term relationships. Communicate technical details in answering questions and inquiries accordingly. Partner with others on my team to help provide support and guidance to each other and meet the needs of our clients. Involved in COOP's Women in Technology Group to focus on enhancing my skills and support each other with sharing our knowledge and expertise across our organization.

• Client Care Resolution Analyst

  • Apr 2010 - Jun 2021

  Des Moines, IA Resolution Analyst (August 2018-2021) - Assist clients with resolving inquiries on debit/credit platform, ATM, Shared Branching and STAR. - Collaborate with other teams for information and functionality of products and services. Escalating issues and provide resolution. - Knowledgeable with the credit union industry, payments, invoices, contracts and reporting. - Maintain relationships with third party vendors such as Visa, MasterCard, FiServ, FIS and other vendors ensuring… Show more Resolution Analyst (August 2018-2021) - Assist clients with resolving inquiries on debit/credit platform, ATM, Shared Branching and STAR. - Collaborate with other teams for information and functionality of products and services. Escalating issues and provide resolution. - Knowledgeable with the credit union industry, payments, invoices, contracts and reporting. - Maintain relationships with third party vendors such as Visa, MasterCard, FiServ, FIS and other vendors ensuring inquires are met in timely manner. Configurations Analyst II/Implementation Manager (Nov. 2014) - Implement rewards programs and promotions ensuring timelines and deliverables are met. - Prepare work plans, project scope and objectives. -Coordinate projects and timelines with various teams. Prepaid Business Consultant (Feb 2013) - Managed 100+ client relationships. - Trained senior leadership teams and staff. - Implemented prepaid programs on FIS system. - Assisted sales manager by providing client support with solving issues - Collaborated with Compliance Team to ensure proper regulations were followed Project Consultant, Pricing (April 2010) -Implemented pricing and prime rate changes and promotions using FiServ system ensuring timelines and deliverables are met on debit and credit platforms. - Knowledgeable with the Credit Card Act, BSA, SCRA. - Tested program settings and websites for accuracy



Greater Iowa Credit Union

• United States
• Banking
• 1 - 100 Employee

• Asst. Manager/Credit Card Manager

  • 2003 - Apr 2010

  Credit Card Manager- - Improved card profitability by increasing card sales over 70% in first year, - educated members on credit worthiness, trained staff on card product, cross sold products/ services. Branch Supervisor: - increased membership and products per member - lending officer (Consumer & Home Equity) - advised members in improving credit worthiness - supported staff in everyday needs of branch, opened accounts, teller duties. Training Coordinator: -… Show more Credit Card Manager- - Improved card profitability by increasing card sales over 70% in first year, - educated members on credit worthiness, trained staff on card product, cross sold products/ services. Branch Supervisor: - increased membership and products per member - lending officer (Consumer & Home Equity) - advised members in improving credit worthiness - supported staff in everyday needs of branch, opened accounts, teller duties. Training Coordinator: - lead monthly all staff meetings on various training topics, refreshed staff training, coordinated required regulation training, new hire training. Show less



First Federal Savings Bank

• Customer Service Representative

  • Jul 2001 - Apr 2003

  Ames, IA Audited consumer and home equity loans. Processed titles, filed mortgages, Asst Teller Supervisor, Personal Banker



Veridian Credit Union

• Banking
• 300 - 400 Employee

• Member Service Representative

  • Jan 2001 - Jun 2001

  Waterloo, IA teller duties, opened new accounts, cross sold products & services