
Financial services professional with 20+ years of experience in loan servicing operations, lending support, and cross-functional initiatives within credit unions and financial institutions. Recognized for strengthening operational processes, improving lending workflows, and supporting executive leadership through policy coordination and compliance. Collaborative leader who mentors teams, builds efficient procedures, and helps organizations navigate growth and transition.
Managed credit union back office operations, including drafting procedures and training staff.
Completed Symitar Proweron report programming training to enhance operational capabilities.
Executed end-of-day core system settlements, load patches, and updates efficiently.
Processed ACH and wire transfers, share drafts, and debit card transactions accurately.
Conducted OFAC database comparisons and managed IRS file transfers and credit reporting.
Generated account statements and tax forms alongside other operational functions.
Updated credit union website content and addressed online banking inquiries promptly.
Provided backup support for teller line as required.