Connie Cox
Lenexa,USA
Summary
Lending Systems Administrator with proven track record at Avenir Financial Federal Credit Union. Expertise in Corelation Keystone and MeridianLink implementations. Successful in converting visions into actionable projects at Monterra Credit Union, demonstrating exceptional Smartsheet management and collaborative problem-solving skills. Achieved system upgrades and enhanced user experiences, delivering innovation and efficiency.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Lending Systems Administrator
Avenir Financial Federal Credit Union
Yuma, AZ
06.2022 - 10.2024
- Converted Commercial Loan Servicing from FICS to Corelation Keystone
- Enhanced customer experience through implementation of MeridianLink
- Administered Origence and MeridianLink platforms for seamless functionality
- Collaborated with other teams to develop solutions for various projects.
Senior Project Administrator (Project Manager)
Monterra Credit Union
Redwood City, CA
12.2015 - 06.2022
- Led core conversion from Fiserv Spectrum to Symitar Episys in 2019
- Converted strategic vision of business owners into clearly defined and actionable projects
- Coordinated sessions to outline objectives and deadlines with key stakeholders
- Formulated strategies for resource scheduling and progress tracking
- Compiled and communicated project updates to senior management
Consumer Lending Administrator (System Administrator)
San Mateo Credit Union
Redwood City, CA
10.2008 - 12.2015
- Systems administrator for: MeridianLink LoansPQ, Lending Insights, Lending 360
- Instructional designer and trainer for lending products, services and systems
- Managed projects related to Consumer Lending
- Wrote lending procedures and technical guides
Skills
- Smartsheet Management Skills
- Proficient in Visio
- Corelation Keystone
- MeridianLink Implementation Skills
- Episys System Knowledge
- System Upgrades
- Troubleshooting and Maintenance
- End-User Training
Certification
- Certified Associate of Project Management (CAPM)
- Google Project Management Certificate
- LinkedIn Scrum Basics
Careerprofile
Implemented Consumer Loan Origination System, Deposit Account Opening System and conversion of Commercial Loans from FICS servicing to Corelation Keystone servicing., 6 + years of experience managing strategic and department projects for a financial institution. Facilitate discussions to align projects with strategic initiatives as well as uncovering pain points in existing processes. Manage cross-functional teams on multiple concurrent strategic projects. Coach emerging project managers on project tools, meeting facilitation and communication., Project Scoping, Project Management, Project Communication, Critical Thinking, Team Management, Team Development, Risk Management, Resource Allocation, Project Tracking, Expense Management, Change Management, Quality Assurance Testing, Certified Associate in Project Management (CAPM), Google Project Management certification
Professional Highlights
- Commercial Loan conversion to Corelation Keystone from FICS.
- Lead project manager on a core transaction conversion from Spectrum to Symitar Episys.
- Managed development and implementation of grant application process for small businesses affected by COVID restrictions, which enabled review, approval and documentation of over $3 million in grants.
Affiliations
- CAPM
- Oil Painting
- Teach English as a Second Language
- Russian Language Student
Timeline
Lending Systems Administrator
Avenir Financial Federal Credit Union
06.2022 - 10.2024
Senior Project Administrator (Project Manager)
Monterra Credit Union
12.2015 - 06.2022
Consumer Lending Administrator (System Administrator)
San Mateo Credit Union
10.2008 - 12.2015
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