Working at the credit union for over 22 years, I have taking on many roles in the credit union from front line staff, leadership, Human Resources as a trainer, deposit operations as back office. I have grown with the credit union and love what I do.
Overview
22
22
years of professional experience
Work History
ASSISTANT BRANCH MANAGER/ OPERATIONS FINANCIAL CENTER MANAGER
AIR FORCE FEDERAL CREDIT UNION
08.2018 - Current
As the assistant manager, I run the day to day operations, in the event that the manager is away. While overlooking staff, I train, make the schedules, process loans, handle branch KPIs, one on ones with staff, open new accounts, handle outside vendors, assist members, cross sell, and work at other locations to cover staff.
RETAIL TRAINER SPECIALIST
SOARION CREDIT UNION
07.2024 - 11.2024
Got re-titled as a retail trainer specialist.
TALENT DEVELOPMENT SPECIALIST
SOARION CREDIT UNION
05.2024 - 07.2024
Providing on-site training. As well as in class training with our talent development department. Working hands on with all departments, this includes our member engagement center, Member advocacy center, financial centers.
FINANCIAL CENTER DEVELOPMENT MANAGER
SOARION CREDIT UNION
12.2022 - 05.2024
Providing on-site training. As well as in class training with our talent development department. Working hands on with back-office departments, Credit Solutions, Member engagement center, Member advocacy center, financial centers, Risk and Lending.
DEPOSIT ADMINISTRATION TECHNICIAN
AIR FORCE FEDERAL CREDIT UNION
03.2017 - 07.2018
Worked with ACH reports, Escheatment, Online applications, Bill pay, DNE reports, mobile deposits, Ascensus (IRA), and Stop payments, Lexis Nexis, PSCU (STAR). Learning the back office processes.
SENIOR TELLER
AIR FORCE FEDERAL CREDIT UNION
01.2009 - 03.2017
In addition to the daily teller tasks; I trained new hires, made the schedule, audited the vault. Ordered cash from FEDLINE, and research on documents with Document manager program. Also, ran checks through the check 21 express system. Processed gift cards in Cardwiz.
TELLER
AIR FORCE FEDERAL CREDIT UNION
09.2004 - 01.2009
Kept my drawer in balance and assisted members in their daily transactions and cross sold products. Ran Verafin on all non-members. Worked on Advantage the first year and then we converted to Episys Quest.
Education
CORNERSTONE LEAGUE ACADEMY GRADUATE - undefined
11.2021
BBA - Business Management
THE UNIVERSITY OF THE INCARNATE WORD
05.2017
HIGH SCHOOL DIPLOMA - undefined
SANDRA DAY O’CONNOR HIGH SCHOOL
05.2002
Skills
Excellent communication, interpersonal and customer service skills
Inbound and Outbound call handling
Team building and training
Critical thinking and problem solving
Procedure writing
Proficient in Microsoft office (Word, Excel, PowerPoint and Outlook), Symitar, Meridian Link, DocuSign, Evolve, Canva, Native, Tello, and Cuddl
Notary
ACTIVITIES
I am involved in community activities with Soarion CU sponsored community events, since being employed with the Credit Union.
The Credit Union for Kids bowl-a-thon
Oktoberfest
The Air Shows
Samm Shelter
Earth day and other various community events.
PACfest
Various Fiesta events
Timeline
RETAIL TRAINER SPECIALIST
SOARION CREDIT UNION
07.2024 - 11.2024
TALENT DEVELOPMENT SPECIALIST
SOARION CREDIT UNION
05.2024 - 07.2024
FINANCIAL CENTER DEVELOPMENT MANAGER
SOARION CREDIT UNION
12.2022 - 05.2024
ASSISTANT BRANCH MANAGER/ OPERATIONS FINANCIAL CENTER MANAGER
Financial Center Manager/Financial Center Operations Manager at Bank Of AmericaFinancial Center Manager/Financial Center Operations Manager at Bank Of America