Management Credit Union

AYESHA N. MORTON

*** ****** ****** - *******, ** 19013 - ***-***-****-*********@*****.***

Financial Services

Motivated detail oriented professional with a diverse Financial and Administrative skill set seeking opportunities which will allow me to utilize my skills to meet company objectives while offering upward mobility

Key Skills

Account Reconciliation

Financial Compliance

Employee Training

Organizational Development

Procedure Management

Microsoft Office Suite

PM Systems

fiVision

Experience

Sb1 FEDERAL CREDIT UNION - Philadelphia, PA

Member Services Coordinator, 2008 to Present

Developed procedures to increase productivity & departmental efficiency

• Compile data for auditors and analyzed systems data for compliance issues

• Perform daily checks to ensure compliance with regulatory requirements

• Assist senior management with daily, weekly and quarterly reports

• Quality control all work completed by Branch Representatives

• Train employees on new procedures and programs

• Review and update policy & procedure manuals

• Coordinate interdepartmental projects

• Assign work to sales representatives

Member Services Representative, 2005 to 2008

Provided high quality service to Credit Union members by advising and guiding them in decisions

regarding Credit Union products and services

• Processed cash advances, travelers' checks, cashiers' checks, & bank-to-bank wires

• Consistently met & exceeded member relation goals as set by management

• Opened certificate and IRA accounts and handle renewals when needed

• Assisted customers in the office with all aspects of their financial needs

• Monitored all loans for proper hazard/collision insurance coverage

• Accurately and promptly processed all types of Credit Union loans

• Obtained and evaluated credit reports according to loan policy

• Assisted the Credit Union in its business development efforts

Teller, 2003 to 2005

Assumed responsibility for the efficient, effective, and accurate performance

of teller functions

• Monitors deposits and examines documents for negotiability

• Investigates and resolves out-of-balance conditions

• Balances daily transactions and verifies cash totals

• Detects and resolves discrepancies promptly

• Receives share deposits and loan payments

• Disburses cash or check share withdrawals

• Processes transfers

GLAXO SMITH KLINE - Philadelphia, PA

Travel & Expense Representative, 2000 to 2003

• Notified employees of discrepancies on their expense reports and assisted with reconciliation

• Reviewed completed expense reports and processed into online travel system

• Distributed all incoming and outgoing mail

• Processed American Express applications

Education

PIERCE COLLEGE - Philadelphia, PA

Expected 12/2014

Associates Degree, Accounting

LINCOLN HIGH SCHOOL - Philadelphia, PA

06/1998

Diploma in Business

Of Note

Professional Development

• Ongoing training in the areas of compliance and finance

Contact this candidate