Specialist Ii Operations
Resume:
Leah Morgan
Rathdrum, ID *****
**********@*******.***
To contribute to the success and strategic growth of your company. To strengthen and build customer and employee relationships by keeping the heart of the team and customer in focus. Willing to relocate to: Post Falls, ID
Authorized to work in the US for any employer
Work Experience
Member Account Specialist
HZCU-Spokane, WA
November 2023 to April 2024
Day to day operations
Open and close Branch
Maintain security
Open personal and Business Memberships
Issue debit/credit cards
Process wire transaction
Process paying and receiving
Maintain cash drawer
IRAS
Specialty Accounts IE Trusts Estates area Payee Guardianships POA Sales and referrals
Operations Specialist II
Banner Bank-Spokane, WA
December 2019 to October 2023
Review and quality control of documents received by Financial Centers and other departments daily. Responsible for filing documentation to the electronic document retention system accurately and within designated timeframes. This includes but is not limited to signature cards, W9’s, W8's,POA’s, Estates,Trust, decedent documentation,business account documentation filed with SOS and legal documents.
Respond to internal and external customer calls as part of Platform and IRA telephone support groups, answering questions relating to account opening, account maintenance, customer CIP/KYC review exceptions, and required documentation to support requests. Responsible for processing customer and account file maintenance using core banking system, Salesforce, and eSign technology where applicable. Assist with set up and maintenance of account services as necessary, including but not limited to stop payments, funds transfers, and overdraft sweep protection. Review reports pertaining to checking, savings, and time deposit accounts, ensuring data was input correctly and any changes made were in compliance with policies and procedures. Perform any necessary file maintenance in a timely fashion. Notify users of any errors or follow-up action needed in a timely fashion and ensure resolution within designated timeframes.
Responsible for the daily review of missing account documentation, generating customer notifications to ensure compliance, and creating follow-up tasks for resolution if not received. This includes but is not limited to missing signature cards, courtesy overdraft removal and Safe Deposit Box drilling. Ensure up to date record keeping within the department as it applies to legal documents, such as Death and Short Certificates.
Responsible for performing tasks as part of a department rotation and ensuring proper backups are in place when required.
Basic knowledge of IRA rules and regulations with the drive to learn and expand knowledge on the job via internal training sessions and webinars.
Assist with correct coding of IRA transactions, including review and filing of required documentation. Perform other routine department tasks such as filing, opening & sorting mail and provide backup for other department jobs as needed.
Responsible for compliance with laws and regulations that apply to the position, including Banner Bank Code of Conduct.
Universal Employee
PFR II Numerica Credit Union-Spokane, WA
April 2017 to December 2019
Cash handling/SR line
Business and consumer new accounts
IRA accounts
Trust accounts
Estate Accounts
Power of attorney documentation review
Account maintenance and research
Consumer lending
NMLS- Home equity lending
Small business lending
Notary
Product and service sales
Episys/Symitar
Open/close branch
Operations Specialist II
HomeStreet Bank-Spokane, WA
March 2017 to December 2019
Perforned New account compliance and regulatory review to ensure guidelines are followed to qualify online account applications for an account relationship. Supported outlying branch staff with regulatory,new client or account questions. Perform client research requests. File fraud claims. Debit and credit card processing. Work with 3rd party vendors. Train new employees. Client engagement via phone with general account maintenance Travel verification notes debit card maintenance and all general questions. Cross sales.
Call Center Representative
Inspirus Credit Union-Spokane, WA
June 2015 to May 2016
Member research and solutions. Member account transactions. Processed visa card orders disputes and fraud cases. Transfer to appreciate departments when needed. 1st tech support in online banking. Accomplishments
Helped with beginning processes for department reorganization to better moral and create team atmosphere.
Skills Used
10 key. Windows word excell. Multi phone line.
PFR II
Inspirus Credit Union-Spokane, WA
June 2014 to February 2016
PFR II 05/02/2016-02/17/2017
Responsibilities
To provide exceptional member service, to build and maintain member relationships though cross sales of additional products and services that meet the needs of the member Assistant Branch Manager
STCU-Spokane, WA
March 2001 to March 2014
Performed branch employee evaluations, scheduled education and training. Assisted with career and sales development with a 90 day Action Plan.
Preformed interviews. Trained all new employees and counseled existing employees. Managed daily branch operations; including opening and closing of branch, implementing and maintaining policies, procedures and security. Ensured compliance with federal banking regulations, customer contact and conflict resolution, and overdraft authorization. Preformed monthly and quarterly audits.
IRA specialist
Opened new personal and commercial accounts.
Consumer lending
Notary Services
Consumer Lending
New accounts
Opening and closing the branch
Education
Central Valley High school
January 1988 to December 1988
Skills
• Symitar/Episys (3 years)
• Underwriting
• Sales
• Negotiation
• Account management
• Cash handling
• Analysis skills
• Accounts receivable
• Salesforce
• Typing
• Customer service
• Mentoring
• Conflict management
• Quality control
• Interviewing
• Research
• Technical support
• Driving
• Cash register
• Computer skills
• Microsoft Office
• Communication skills
• Microsoft Excel
• Leadership
• Windows
• Operating systems
• Databases
• Supervising experience
• UCC law
• HIPAA
• Lending
• 10 key typing
• Loan processing
• Customer service
• Time management
• 10 key by touchTyping accuracy 50 wpmWordExcelOutlook Access
• express
• loans pq
• notary
• medallion
• nmls (10+ years)
• Wills
• trusts
• estate law
Certifications and Licenses
Certified Notary Public
Contact this candidate