Shantel Scolari
Midvale,UT
Summary
Personable and reliable financial professional with over 10 years of experience leveraging expertise in operational compliance, policy development, and procedural implementation. Proven ability to empower teams through engaging training and coaching, fostering a culture of growth and continuous improvement.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Staff Auditor
Mountain America Credit Union
12.2015 - 05.2025
- Evaluated the effectiveness of internal controls within various departments, leading to improved business operations.
- Collaborated with management to develop effective corrective action plans in response to audit findings.
- Increased transparency by communicating audit results clearly and concisely to stakeholders at all levels of the organization.
- Managed multiple concurrent projects while ensuring timely completion and adherence to strict deadlines.
- Reviewed and identified risks, analyzed controls and tested compliance.
- Delivered high-quality workpapers that documented audit procedures performed, evidence obtained, and conclusions reached.
- Documented audit findings and communicated results to stakeholders, fostering a culture of transparency.
- Maintained comprehensive knowledge of evolving auditing standards and regulations to ensure compliance.
- Established strong relationships with clients to understand their unique audit needs and challenges.
Branch Management
Mountain America Credit Union
10.2011 - 12.2015
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
- Led a team of 14 employees, fostering a collaborative environment to achieve operational goals and improve service delivery.
- Examined customer loan applications for loan approvals and denials.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Conducted regular training sessions for staff, enhancing product knowledge and improving customer service skills.
- Managed branch operations, ensuring adherence to organizational standards and optimal resource allocation.
- Streamlined operational processes, resulting in increased efficiency and reduced turnaround times for customer requests.
Skills
- Microsoft Excel proficiency
- Ethics and integrity
- Multitasking and organization
- Critical thinking
- Customer service
- Excellent time management skills
- Coaching and mentoring
- Employee development
- Decision-making
- Training and development
- Sales management
- Goals and performance
- Cash handling expertise
Certification
- Certified Credit Union Internal Auditor - CCUIA
- Certified Credit Union Compliance Officer - CUCO
Timeline
Staff Auditor
Mountain America Credit Union
12.2015 - 05.2025
Branch Management
Mountain America Credit Union
10.2011 - 12.2015