Customer Service Management
Resume:
Regina Oberg
Brook Park, OH *4142
*************@*****.***
PROFILE
Executive Assistant
Supported 2 executive managers, Director of Operations, and CEO at 9K-
member, $43M credit union. Contributed to Board of Directors'
communications as Secretary.
Prepared legal documents and accounting records for significant asset
acquisitions/mergers. Produced balance sheets and P&Ls. Managed cash
receipts and disbursements related to A/R, A/P, investments, and budgets.
TECHNOLOGY SKILLS
MS Word & Excel; CompuSource.
AREAS OF EXPERTISE
Administration, Recordkeeping, Bookkeeping, Accounts Receivable, Accounts
Payable, Cash Management, HR Benefits Administration, HR Generalist,
Policies & Procedures, Project Management, Schedules, Expense Reporting,
Budgets, Customer Service
PROFESSIONAL EXPERIENCE
Steel Valley Federal Credit Union
Cleveland, OH
Accounting Supervisor
09/2014-Present
Support Accounting Manager and CEO. Perform A/R, A/P, and Branch
accounting/recordkeeping using G/L software. Perform corporate statement
reconciliation, monthly Board reports and quarterly National Credit Union
Administration 5300 report.
Steel Valley Federal Credit Union
Cleveland, OH
Operations and Accounting Clerk
01/2014-09/2014
Support Director of Operations, Accounting Manager and Branch
Administrator. Perform A/R, A/P, and Branch accounting/recordkeeping using
G/L software. Perform account verifications, account audits, collections,
and teller functions to include cash drawer and vault management and
security.
Steel Valley Federal Credit Union
Cleveland, OH
Executive Assistant
3/2000-1/2014
Support CEO and other executive management at $43M nonprofit credit union
with 9K members. Perform A/R, A/P, HR benefits administration, HR
Generalist and expense reporting/recordkeeping using G/L software.
* Assisted with annual independent audits, compiling audit schedules,
answering questions on operating procedures, and attending close meetings.
* Administered mergers, supporting member changes, Board of Directors'
inquiries, accounting requests, and legal; assembled merger packets for 179
members with 21 loan accounts.
* Contributed to rollout of credit card product in compliance with VISA
regulations; coordinated card production, testing, and development of
policies and procedures.
* Evaluated member compliance with forms, applications, and HR benefits
administration.
EDUCATION
* Associate of Applied Business: Business Management, Cuyahoga Community
College, Parma, OH, 2015
* Associate of Liberal Arts, Cuyahoga Community College, Parma, OH, 2003
PROFESSIONAL DEVELOPMENT
* Management Institute, Lending Solutions Consulting, Inc., 2012
* Asset Liability Management, Brick & Associates, 2010 & 2011
* Card Analysis Solutions, Ondine Irving, 2009
* Human Resource Management, Credit Union National Association, 2007
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