Tracie Desjean

• Design, develop, and maintain internal procedures on Regulatory, Career Development, and Change Control Initiatives for the Retail Operations and Administration Internal Support teams
• Work one on one with the Directors of Operations for all teams and team managers/peers to gain all technical information on team tasks/processes.
• Ensured all procedures went through a mandatory annual review process with those tied to state or federal Regulations going through additional reviews with the banks Legal and Compliance teams prior to posting for employee use.
• Created process maps
• Intranet maintenance
• Deliver training on Regulatory and Procedural changes
• Program issue resolution and tracking during Change Control team meetings.
• Monitored the Retail Branch Feedback System to answer questions and resolves issues provided by Retail Operations Managers, branch managers, tellers, and all internal support personnel

• Design, develop, and maintain internal procedures on Regulatory, Career Development, and Change Control Initiatives for the Retail Audit and Risk Review team
• Work one on one with the Audit Managers to gain all technical information on the audit items/issues and processes
• Created process maps
• Intranet maintenance
• Deliver training on Regulatory and Procedural changes
• Program issue resolution and tracking during Change Control team meetings.
• Reduced audit timeframes with efficient planning and execution of audit procedures.
• Coordinated with auditors for preliminary and year-end auditing activities.
• Reviewed audit reports prepared by auditors for accuracy and completeness before incorporating them into the final audit report.

• Design, develop, and maintain internal procedures on Regulatory, Career Development, Loan Operations Processes, and Change Control Initiatives
• Work one on one with the Operations Managers to gain all technical information on product offerings and processes
• Maintain the CF Loan Operations Intranet site
• Created process maps
• Intranet maintenance
• Deliver training on Regulatory and Procedural changes.
• Proved successful working within tight deadlines and a fast-paced environment.
• Managed version control and timely updates of documents through effective project tracking and organization skills.

• Serviced personal and secured/unsecured loans and lines of credit
• Maintained customer accounts as needed, such as the primary task of establishing or canceling a customer's request for automatic withdrawals (auto debits) to pay on their loan or Line of Credit, sending proper paperwork to accounting to correct a customer's account, update files, and forwarding necessary correspondence to the banks customers
• Prepared training manuals for all the support teams
• Trained the support teams on various departmental tasks (e.g. new team members or process changes)
• Assisted the Systems Department to create scripts for internal testing on new system capabilities
• Submitted suggestions to management to improve the accuracy and efficiency of team tasks
• Handled high-volume calls for the Insurance Team, as needed, effectively addressing customer needs while maintaining professionalism.

• A/P - All aspects of Accounts Payable
• Process vendor invoices for payment
• Denote general ledger
• Input all invoices into system
• Maintained and monitored files of open/unpaid invoices
• Prepared checks for vendor payments
• Generated month end cost reports, check register balancing, daily bank deposits
• Prepare for end of year auditing, generating accounts analysis
• Provided backup to the receptionist (i.e., answering multi-line phones, greeting visitors, taking rent payments, copying, faxing...)
• PNA Clerk - Handled all resident's Personal Needs accounts in the nursing home
• Maintained resident's savings and checking accounts (i.e., withdrawals, deposits) following State Regulations
• Ensue the resident's phone, cable and all other personal bills were paid in a timely manner
• Generated monthly and quarterly reports per State Regulations for residents and their family
• Courier - Used the company vehicle to make the daily run to area hospitals to drop off or pick up necessary medical documents in order for the agency to continue running smoothly
• Maintained the vehicle as necessary (i.e., routine maintenance, gas, oil).

• Managed daily operations of a $1 million dollar retail, professional beauty supply store to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
• Managed inventory control, cash control, and store opening and closing procedures 7 days a week.
• Met monthly goals in sales of in excess of 60K
• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
• Provided customer service, retail sales, inventory, answering phones, data entry, and bookkeeping
• Assisted with hiring, training and mentoring new staff members.
• Improved customer satisfaction through staff training in customer service and product knowledge.
• Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.

Note: Worked at the Seekonk, MA location 1997-1998 as a regular full time employee prior to managing the Pawtucket store.