Kara Purdy
Omaha,NE
Summary
Accomplished Associate at Bland & Associates, adept in time management and cross-functional teamwork, significantly enhanced project launches and efficiency. At U.P. Connection Federal Credit Union, led financial improvements and customer service excellence, fostering long-term client relationships and operational advancements. Skilled in computer applications and relationship building, consistently achieving beyond set goals.
Overview
11
11
years of professional experience
Work History
Associate
Bland & Associates
02.2019 - Current
- Played an integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines and budgets.
- Optimizes contractual processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
- Improves team collaboration by initiating and attending regular coordination meetings.
- Implements, maintains, and evolves the firm's Smartsheet usage as the firm's Smartsheet Solution Architect.
- Records and circulates management and departmental meeting minutes.
- Gathers data and responses to prepare reports on behalf of the organization.
- Manages calendars and personnel records for several firm Partners.
Branch Manager
U.P. Connection Federal Credit Union
09.2017 - 02.2019
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Maintained friendly and professional customer interactions.
Financial Services Representative
U.P. Connection Federal Credit Union
04.2014 - 09.2017
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained updated records of all financial transactions to support traceability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Reviewed personal, auto, and home loan applications and paperwork.
- Assisted with standard teller transactions, including servicing client accounts, balancing cash drawers, handling night deposits, and managing safe deposit boxes.
Education
Associate of Science - Business Administration
Metropolitan Community College
Omaha, NE09-2026
High School Diploma -
Northwest High School
Grand Island, NE05-2010
Skills
- Time Management
- Attention to Detail
- Computer Skills
- Customer Service
- Relationship Building
- Flexible Schedule
Timeline
Associate
Bland & Associates
02.2019 - Current
Branch Manager
U.P. Connection Federal Credit Union
09.2017 - 02.2019
Financial Services Representative
U.P. Connection Federal Credit Union
04.2014 - 09.2017
Associate of Science - Business Administration
Metropolitan Community College
High School Diploma -
Northwest High School
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