Service Manager Support

Deborah Melendez, Client Manager

Maryland, *****, United States, 240-***-****, ********@*****.***, https://www.linkedin.com/in/debi-melendez-00491174 SUMMARY Dedicated Support Service Manager with over 28 years of experience in building strong client relationships and improving operational efficiencies. Expertise in team leadership and compliance, supported by a comprehensive understanding of financial services. Achievements include developing a successful Implied IRA training program and enhancing communication across departments to drive member satisfaction. Ready to leverage exceptional interpersonal skills and a proactive mindset to contribute to the success of any client-focused organization.

WORK EXPERIENCE

09/1995 – Present Support Service Manager, Cedar Point Federal Credit Union California, USA Cultivated strong relationships through effective verbal and written communication with members and financial institutions, ensuring accurate documentation throughout transaction lifecycles.

Scrutinized tax records meticulously by researching discrepancies related to contributions and distributions, ensuring thorough compliance with state and federal tax withholding requirements.

Orchestrated and strategically led a high-performing support team by implementing training programs that significantly enhanced communication and interpersonal skills.

Revamped operational processes within the credit union by conducting comprehensive reviews that yielded actionable recommendations for substantial enhancements.

Engineered comprehensive monthly reports, reconciliations, retirement contract modifications, and various intricate financial transactions for executive review.

Delivered extensive technical support to staff, simplifying complex processes to improve understanding and streamline communication across departments.

Pioneered an Implied IRA training program aligned with business needs and IRS updates.

Fostered transparent communication regarding changes impacting departmental functions.

Leveraged analytical skills to diagnose issues and collaborated with the Compliance VP to devise effective solutions.

Maintained compliance with federal regulations by conducting regular training on legal updates.

Achieved optimal performance by managing the indexing team and boosting efficiency.

Ensured prompt resolution of member requests to elevate customer satisfaction.

EDUCATION

09/1988 – 05/1991 Great Mills High School

Diploma

Maryland

SKILLS Microsoft Excel Microsoft Teams

Microsoft Word Web Conferencing

Fiserv Correlation Keystone

DocuSign Adobe Acrobat

Oracle Financial Cisco WebEx

Zoom Strategic Team Leadership

Effective Communication Mastery Operational Process Redesign Customer Satisfaction Enhancement Interpersonal Skill Development Analytical Problem Solving Meticulous Record Reconciliation High-Performance Team Motivation Transparent Change Communication

Complex Issue Resolution Relationship Management

Business Requirements

Understanding

Reporting

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