Rebecca E Lacy

• Provides high-level administrative support to the CEO and the Board of Directors including initiation and management of calendar; email; correspondence; presentations; reports; research; telephone calls; travel coordination; expense reconciliation; business event planning; meeting materials; and minute-taking to ensure business initiatives are moving forward. Provides similar support to other members of the Senior Leadership Team as appropriate.
• Coordinates compliance and assists with the Credit Union policy review process
• Drafts and assists with the distribution of high-level Credit Union messaging from the CEO and Senior Leadership.
• Tracked expenses to comply with budgets.
• Maintained complete documentation and records of in house purchasing activities.
• Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
• Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

• Responsible for building a portfolio of adaptive program offerings as well as working to identify inclusion opportunities within existing and future programs
• volunteer recruitment, events and overall experience
• Educate, recruit, and train staff on Inclusion strategies
• Draft, edit, and research large- and small-scale grants for nonprofit organization
• With the assistance of donor management database, research, compose, and provide detailed reporting on major donors and potential donors for senior leadership

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• Lead the Internal Service Measurement program for the corporation
• Implement and maintenance of survey from pilot to full implementation
• Work with vendor(s) and internal clients to develop Internal Service Measurement process to provide a view of internal service
• Manage the Continuous Improvement process and accountabilities Lead and facilitate departmental or cross-functional teams and service as project manager
• Manage a team of ten direct reports in three states.