Summary
Overview
Work History
Education
Skills
Workactivities
Timeline
Generic

Kelly Shiflett

Warrenton,VA

Summary

  • Highly motivated and skilled professional seeking to obtain a challenging opportunity where I can continue to grow and develop new skills in general administrative practices, finance and or human resource management.
  • Creative and innovative individual with exceptional people skills.
  • Ability to generate strong Internal/External relationships.
  • Highly flexible and adaptable performer; able to multi-task and thrive in a fast-paced environment.
  • Trusted team member with effective communication skills.
  • Proven leader among peers.
  • Advocate for inclusion and the Rights’ of others.
  • Capacity to Develop, Articulate and Implement goals.
  • Problem solver with the ability to prioritize tasks and objectives.
  • Exercises sound judgment in the completion of assignments.

Overview

23
23
years of professional experience

Work History

Credit Card Specialist

Northwest Federal Credit Union
06.2022 - Current
  • Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
  • Supported continued monitoring, auditing and reporting to drive compliance and optimize credit card processing.
  • Coordinated with other departments to verify timely and accurate processing of credit card applications and payments.
  • Developed and maintained tracking process for plastics and cardholder agreements to support business objectives and projected credit card volumes.
  • Generated reporting to aid leadership with information to determine future credit card goals.
  • Assisted customers with questions and inquiries to provide information regarding credit card accounts.

IT Operator I

Northwest Federal Credit Union
01.2012 - 06.2022
  • Operates mid-range computers, software applications, and peripheral equipment using established procedures to ensure optimal performance and uphold quality standards of the credit union
  • Follows documentation for daily, monthly, and special operations procedures with minimal supervision
  • Responsible for monitoring the status of the jobs processed via OpCon Symitar, (A cross-platform work-flow automation and job scheduling system)
  • Responsible for making minor changes in jobs, testing and building schedules in OpCon
  • Recognizes typical problems and takes corrective actions when needed
  • Performs data synchronization activities across Unix systems
  • Performs preventative maintenance for daily and monthly backups of critical operational systems, also to include quarterly and yearly purges
  • Troubleshoots, resolves and escalates incidents and problems in a timely manner following established troubleshooting guides
  • Monitors and troubleshoots all interfaces with other vendors
  • Maintains all shift logs, operating procedures, and related documents
  • Maintains member confidence and protected operations by keeping information confidential
  • Ensures user satisfaction by responding to the help desk calls, emails, and trouble tickets; seeing each through to completion
  • Knowledge of batch processing, system startup and shutdown procedures
  • Protects the confidentiality and integrity of financial sensitive information and maintain the technical mechanisms of legitimate access and release of the data to meet the requirements of the Gramm-Leach Bliley Act, (GLBA)
  • Ensures system availability for credit union operational services
  • Exercises sound judgment in the completion of assignments
  • Utilizes report ticketing system to track and escalate issues to OpCon Jack Henry Symitar
  • Ensures NWFCU maintains compliance with sponsors and regulators
  • Applies NWFCU policies and procedures and regulations under the Bank Secrecy Act (BSA).

Logistics Assistant

Northwest Federal Credit Union
03.2007 - 01.2012
  • Obtained a Secret Security Clearance
  • Initiated and designed electronic Purchase Requisitions and contracts to NWFCU vendors for items as required
  • Monitored database of payments made to vendors
  • Managed supplies and coordination of all NW credit union branches and secure buildings
  • Provided all initial reviews and processing of vendor contacts and invoices
  • Operated database for all service call and invoices
  • Scheduled departmental staff for all training sessions
  • Created and maintained equipment inventory database by model, serial number, property tag, location and date of purchase
  • Oversaw the operation and maintenance for all NW credit union vehicles
  • Responsible for accounts payable invoices in PN3 system for accounting and managed a spreadsheet for ensure invoices were pain on time
  • Balanced petty cash accounts monthly
  • Performed expense reporting in the online Concur portal
  • Created reports for the Operations manager and other staff as needed including comparative analysis of work with locals, budget projections and other analysis necessary to ensure that the departmental spending and expenses remain within established budgetary allotments
  • Responsible for Agency courier shipping and receiving of Archived boxes from the Agency
  • Processed and delivered all Incoming/Outbound mail according to site specific protocol
  • Managed funds for vendors and postage machine
  • Escorted Vendors throughout NW facilities
  • Managed contracts for copiers and printers for all NW credit union branches
  • Managed a fleet of 12 vehicles, scheduled services for Inspections and Emission testing
  • Responsible for handling classified material.

Call Center Loan Assistant

Northwest Federal Credit Union
02.2006 - 03.2007
  • Reviewed loan applications and prepared packets for Loan Officer’s action
  • Ensured loan packages are completed before loan closing and all relevant parties have received paperwork necessary to close
  • Reviewed NW credit reports for the member loan applications
  • Updated member’s information electronically
  • Provided overall support and coverage for other Processing Assistants in the event of scheduled and unscheduled absences
  • Maintained open line of communication with Account Executives and Account Managers regarding requirements to close applications
  • Ordered title policies and follow up with title companies to receive documentation
  • Worked closely with the originating loan officer/s and NW credit union’s loan processors to verify applications for completeness, collecting credit information and other necessary documentation
  • Remained current on changes to NW credit union policies and procedures affecting the processing of mortgage loan packages
  • Performed a wide variety of administrative tasks to include gathering data, assembling and maintaining credit files, requesting title reports/lien, searches/flood certificates and records
  • Responsible for daily review and update of scanning documents in coordination with new loan closed report to confirm file has been logged.

Summer Program Courier – CIA

Northwest Federal Credit Union
08.2003 - 02.2006
  • Maintained records for management reports and inventories of supplies needed
  • Monitored/Sorted classified documents and mail handling areas within the facility for mail security threats or vulnerabilities
  • Drove a company vehicle to perform pick-up and delivery service of mail, packages and supplies ensuring strict compliance with safety regulations, policies and procedures
  • Maintained postage machine adjustments as necessary to keep machine operational
  • Maintained and manage a fleet of vehicles and key tracking system for vehicle pick-ups, drop-offs and returns
  • Basic understanding and functional skills in Microsoft Excel spreadsheets with documentation information as instructed.

Summer Program Records Processing Clerk

Northwest Federal Credit Union
06.2001 - 08.2003
  • Processed membership applications ensuring accounts are in accordance with NW credit union guidelines
  • Scanned members documents and loan packets into optical system
  • Received and distributed paper shipping records; electronic data files and electronic data uploads
  • Responsible for Audit notes to verify completeness
  • Researched information systems to identify, organize, describe and label record materials as necessary
  • Prepared files for transfer to other units for the federal records center by labeling, listing and boxing for processing
  • Conducted regular shelf reading and other quality control inventories of files being maintained in all paper and electronic formats
  • Operated, adjusted and maintained electronic imaging equipment, tools, software, personal computers, and office equipment
  • Made photocopies, faxed documents, file paperwork and documents either physically or electronically
  • Kept accurate and detailed records pertaining to daily activities performed
  • Exemplified cooperation and collaboration, demonstrated leadership when necessary, supporting the team when needed.

Education

AAS Degree -

Lord Fairfax Community College
Fairfax, VA
05.2005

Skills

  • Monitoring Software: OpCon/Jobtrac - Jack Henry Symitar
  • Databases & Hardware: Data Warehouse, Siemens Console, VMS, Linux, SQL, FTP, Xerox and HP Laser Jet printers
  • Software: MS Office, Outlook, Word, Excel, PowerPoint, Windows 7/10, Internet, Intranet, and Active Directory
  • Client Relationship Building
  • Payment Processing
  • Card activation
  • Teamwork and Collaboration
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Self Motivation

Workactivities

Employee Activities Committee, 06/2014, 07/2016

Timeline

Credit Card Specialist

Northwest Federal Credit Union
06.2022 - Current

IT Operator I

Northwest Federal Credit Union
01.2012 - 06.2022

Logistics Assistant

Northwest Federal Credit Union
03.2007 - 01.2012

Call Center Loan Assistant

Northwest Federal Credit Union
02.2006 - 03.2007

Summer Program Courier – CIA

Northwest Federal Credit Union
08.2003 - 02.2006

Summer Program Records Processing Clerk

Northwest Federal Credit Union
06.2001 - 08.2003

AAS Degree -

Lord Fairfax Community College

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Kelly Shiflett