Suzi Davis

Loan officer responsibilities included from assisting with the application, collecting financial documents, underwriting, approving/denying loans depending on institutions criteria, closing loans and funding by completing required documentation and disbursing.

Oversee the ACH operations of the credit union. such as

direct deposits, electronic bill payments, fund transfers, ACH processing daily, ensuring compliance with regulations and reconciling accounts.

Additional duties include managing financial transactions and records for the credit union, prepare financial statements and reports. such as balance sheets, income statements, and general ledger posting/balancing

• All areas of branch banking, supervising staffs of 5-7
• Reconciled general ledger accounts directly related to operations
• Assessed employee performance and developed improvement plans
• Assisted customers with navigating bank systems, completing transactions and opening or closing accounts
• Supervised day-to-day operations to meet performance, quality and service expectations of the bank