Handled combining financials, prepaid and accrual accounts, and valuation adjustments from mergers. Initiated Credit Score Analysis to better educate members and increase loans. Graduated from a 3 year management school-Southeast Regional CUNA Management school (SRCUS).
Lead and direct management team to achieve credit union strategic goals; provide assistance and solve any problems as needed in each department.
Analyze monthly financials; prepare reports and attend monthly board meetings.
Review, negotiate and implement annual employee benefits. Liaison between the credit union and benefit vendors to add, delete, or change employee information.
Reconciled statements and outstanding checks; handled accounts payables; balanced all clearing accounts while researching and resolving any outages.
Provided excellent member service for incoming calls and members in person; processed ACH and Share draft exceptions.
Best Project Award
Chapter President 2010-2012; Chapter Secretary 2012-Current
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