Customer Service Credit Union

Della M Lutz

513-***-**** ad067j@r.postjobfree.com www.linkedin.com/in/dellalutz

Profile

A motivated administrative professional seeking a position in a challenging environment. Over 30 years of experience in customer service. Well-developed communication and customer service skills. Proven ability to efficiently plan and manage multiple assignments to meet tight deadlines. A proactive problem-solver who gets the job done.

Education

Ivy Tech Community College Batesville, IN

Business Operation, Applications and Technology May 2023 Technical Certificate, Business Administration June 2022 Certificate, Microsoft Word and Outlook May 2022

Skills

• Customer Service

• Detail-Oriented

• Proficient in Microsoft Word and Outlook

• Multitasking

• Interpersonal Communication

• Organized

• Critical Thinking

Professional Experience

Head Teller

Dearborn County Federal Credit Union Lawrenceburg, IN March 2022 - Present

• Complete all customer transactions, including deposits, withdrawals, money orders, opening/ closing accounts, processing loans and incoming payments.

• Prepare monthly newsletter and reports for the board meetings that happen once a month.

• Assist each customer at any station with various questions and concerns pertaining to their account.

• Accurately maintain records of each transaction and follow compliance protocol. Patient Registration/ Financial Coordinator May 2019-May 2021 Margaret Mary Community Hospital Batesville, IN

• Assist each patient with their account by checking insurance and insurance authorizations.

• Determine if patients have enough income to pay bills determined by the poverty level.

• Create payment plans and process payments to the patient’s account.

• Work closely with patients by assisting them and making it easier to understand what kind of help is available financial.

• Collection calls as needed and some insurance verification. Assistant Manager

Cincinnati Employees Credit Union Harrison, OH April 2012 to March 2019

• Maintain service, product, and operations knowledge, as well as knowledge of all regulatory compliance regulations applicable to job responsibilities.

• Adhere to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and Customer Confidentiality.

• Assist in preparing financial reports, including annual plan and operating budgets; ensure complete, accurate, and timely completion of financial and accounting records for the credit union

• Providing quality member service in the daily processing of transactions such as deposits, withdraws, and opening and closing accounts.

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