REBECCA E LACY
Mooresville, NC *****
704-***-**** - *******.********@*****.*** - WWW: Bold Profile PROFESSIONAL SUMMARY
Experienced professional skilled at offering high-level support and problems solving. Expert in finance, office support, and data management. Expertly assists executive team using exceptional communication and organizational skills. SKILLS
Budget & Financial Reporting,
Personnel & Supervision, Customer
Service, and Finance
Training and Mentoring, Project
Management, Human Resources and
Recruiting, Grant Writing, Data
Analysis, Inclusion training,
Recruiting staff and volunteers
Administrative Support
Travel Administration
Expense Reporting
Schedule & Calendar Planning
Accounting
Marketing strategy
WORK HISTORY
09/2022 to Current Executive and Branch Member Services Carolinas Telco Federal Credit Union – Charlotte, NC Provides high-level administrative support to the CEO and the Board of Directors including initiation and management of calendar; email; correspondence; presentations; reports; research; telephone calls; travel coordination; expense reconciliation; business event planning; meeting materials; and minute-taking to ensure business initiatives are moving forward. Provides similar support to other members of the Senior Leadership Team as appropriate. Coordinates compliance and assists with the Credit Union policy review process Drafts and assists with the distribution of high-level Credit Union messaging from the CEO and Senior Leadership.
Tracked expenses to comply with budgets.
Maintained complete documentation and records of in house purchasing activities. Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process. 05/2019 to 09/2022 Professional
YMCA of Greater Charlotte
Responsible for building a portfolio of adaptive program offerings as well as working to identify inclusion opportunities within existing and future programs volunteer recruitment, events and overall experience Educate, recruit, and train staff on Inclusion strategies Draft, edit, and research large- and small-scale grants for nonprofit organization With the assistance of donor management database, research, compose, and provide detailed reporting on major donors and potential donors for senior leadership
.
01/1993 to 03/2002 Quality Engineer Leader/Program Manager Wells Fargo/Wachovia Bank
Lead the Internal Service Measurement program for the corporation Implement and maintenance of survey from pilot to full implementation Work with vendor(s) and internal clients to develop Internal Service Measurement process to provide a view of internal service
Manage the Continuous Improvement process and accountabilities Lead and facilitate departmental or cross-functional teams and service as project manager Manage a team of ten direct reports in three states. EDUCATION
Associate of Applied Science: Paralegal Studies
Central Piedmont Community College - Charlotte, NC CERTIFICATIONS
CPR/First Aid/AED Certified