Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rachel Boatman Shelton

Burlington,WA

Summary

Dedicated to advancing WECU’s mission by making a meaningful impact on the lives of members and employees while supporting the vision to create a sound system, and organizational infrastructure for continued growth. With eleven years of experience throughout WECU, a strong passion for continuous learning, and a detail-oriented approach to troubleshooting complex issues, expertise is well-established. Proven ability to develop and customize operational procedures that enhance system applications through collaborative efforts across multiple departments, ultimately enriching the knowledge base and experience of internal teams in their service to members. Committed to supporting internal teams, in their service to our members.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Information Security Compliance Analyst

WECU
10.2023 - Current
  • Collaborate with Director of Information Security and Sr. IS Analysts to implement, and maintain programs, policies, and procedures to comply with CFR Part 78, GLBA, and other regulatory requirements.
  • Perform new and existing vendor due diligence.
  • Identify and communicate with the Director of Information Security and internal teams when security requirements are identified, assist in develop of risk mitigation plans, and ensure WECU is contractually secured prior to the purchase of information technology hardware, software, and systems development services.
  • Complete Information Security Control Assessments.

Operations Administration

WECU
06.2021 - 10.2023
  • Serves as Core Administrator for deposit accounts in DNA. Acts as the liaison between FISERV and WECU regarding deposit accounts.
  • Coordinates with other Core Administrators in the credit union to ensure efficient and compliant processes are in place.
  • Works with retail management group on implementing operational changes.
  • Maintains and updates internal retail operational departmental forms and manuals.
  • Review operational systems and processes and implement changes to create efficiency.
  • Remain current on changes within the legal, regulatory, economic competitive and technology environments impacting WECU’s operations. Ensure procedures follow applicable federal and state regulations.

Branch Manager

WECU
01.2020 - 06.2021
  • Involved with hiring, hands on training, evaluating, scheduling, and, when appropriate, discharging branch employees.
  • Employs sound judgement, maintains knowledge of and, using decision-making skills, adheres to all standards on internal and external policies and procedures and BSA regulations.
  • Directs sales and service activities to ensure annual employee and department goals are met and relationships with current and potential members are maximized.
  • Mindful of strategic initiatives when making decisions, possesses the knowledge and capability to lead and support areas of responsibility.

Assistant Branch Manager

WECU
02.2018 - 01.2020
  • Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to the credit union.
  • Partners with the Branch Manager to ensure staff are well trained and have the support they need to perform their duties; regularly coaching staff to meet the expectations of their role and deliver the highest quality of member service possible.
  • Listens to member and staff needs, articulates what those needs are, and find solutions to these needs.
  • Responsible for the interviewing, hiring, training, regular coaching, supporting, and performance evaluation of a retail team.

Education

CUNA World Class Leadership School
01.2024

Whatcom Community College
Bellingham WA
01.2010

High School Diploma -

Meridian High School
Bellingham WA
07.2009

Skills

  • Operations management
  • Training and development
  • Teamwork and collaboration
  • Judgement and decision making
  • Proficiency in Microsoft Word and Excel
  • Due diligence
  • Critical thinking
  • Attention to detail
  • Time management
  • Collaboration and teamwork

Certification

  • IT Fundamentals +, CompTIA - 2024

Timeline

Information Security Compliance Analyst

WECU
10.2023 - Current

Operations Administration

WECU
06.2021 - 10.2023

Branch Manager

WECU
01.2020 - 06.2021

Assistant Branch Manager

WECU
02.2018 - 01.2020

CUNA World Class Leadership School

Whatcom Community College

High School Diploma -

Meridian High School

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