Customer Service Project Manager

Rebecca Prue

**** ** *********** *** • Topeka, Kansas 66605 • 785-***-****

*******@*****.***

QUALIFICATIONS/ACCOMPLISHMENTS:

Knowledgeable professional with 20+ years financial industry experience and strong analytical skills, including 4+ years of data analysis and implementation experience.

9+ years of solid experience in daily balancing & monitoring of all operating accounts

Able to evaluate workflow and recommend change

Able to develop client trust based on knowledge and proven quality customer service

Excellent communication skills within a team environment

Experience in documenting processes for procedure development

Able to train and develop new hires

Organization skills which lead to the elimination of an 18 month backlog in 6 months.

Within 2 years of starting current position, led a major system conversion including contract negotiation

Led a major system change with complete set-up of the new system and conversion of old documents into the system.

Obtained expert level knowledge on new system functionality prior to implementation of new system.

PROFESSIONAL EXPERIENCE:

Alogent, Atlanta, Georgia. 12/2023 – Present

Position: Project Manager (Remote)

Coordinate various document imaging projects, including bank core changes, 3rd party interfaces, and new system implementations. Coordinate dates & times as well as conduct weekly, bi-weekly, & specialty meetings. Resolve any issues that arise during the project duration. Correspond with clients to keep projects on time and on task. Map core data fields into system fields to ensure for a smooth client experience. Use SQL to run predetermined scripts and database queries.

CoreFirst Bank & Trust, Topeka, Kansas 8/2014 – 11/2023

Position: Imaging Department Manager

Supervise Document Imaging Technicians including conducting of annual reviews. Administer/maintain Access databases. Perform quality control on new loan batches scanned. Develop and document new processes and procedures. Compile documentation for subpoenas/summons. Maintain expert level knowledge on imaging software and assist others with questions. Responsible for coordinating system upgrades. Research correct loan/collateral codes for which documents must be filed. Develop SLA’s and time in motion studies to determine best practices and deliver images in a timely manner. Maintain relationships across departments and evaluate the need for new documents/systems.

Blue Cross / Blue Shield of Kansas, Topeka, Kansas 8/2013 – 4/2014

Position: Staff Accountant

Assisted with the accumulation of data for the preparation of the corporate tax return. Perform independent research on tax related issues. Analyze financial statements for special funded groups and recommend rating prior to contract finalization. Assist and perform daily Accounts Payable processes. Research financial metrics and recommend tools to use for effective evaluation of financial statements. Prepare monthly account reconciliations and journal entries. Design and prepare responses to inquiries from internal management.

UMB Bank, Kansas City, Missouri 8/2011 – 8/2013

Position: Card Operations Support Specialist II

Responsible for maintaining commercial card relationships. Knowledge of procurement card practices, credit card policies, government regulations in regards to purchasing card activities. Monthly statement balancing procedures and reports for clients. Handling and processing fraud transaction requests. Order new cards, set up online systems, increase credit limits on a daily basis. Lost/stolen replacement card ordering, knowledge of procure to pay systems.

Data Center Inc., Hutchinson, Kansas 3/2006 – 8/2011

Position: Implementation Analyst

DCI is a company that manages bank software. I consulted with bank clients, to evaluate and recommend change of current processes; procedures and workflow if necessary. In addition, an evaluation is done of the overall use of the system to determine if best practices are being applied. I was responsible for the implementation process for the management applications. Implementation pertains to a data conversion process for banks that are coming off an existing core processor, and converting the data to DCI core product. Management applications are General Ledger; Profitability; Call Reports; Card; ACH; Budget; Security; Internet; Funds Management; Scheduled Transfers; Teller; etc.

Equity Bank, Wichita, Kansas 12/2000 – 4/2006

Position: IT Support/Bookkeeper

Main support and daily handling for internet banking and bill pay. Balance internal accounts; research customer inquiries; update bank software and handle internal and external computer issues. Back-up for supervisor responsibilities. This includes balancing of all correspondent and general ledger accounts. Extract data from fed files to balance and post ACH transactions.

EDUCATION & DEVELOPMENT:

Bachelor of Business Administration (Accounting) 2013

Friends University, Wichita, Kansas

Masters of Business Administration 2006

Southwestern college, Winfield, Kansas

Bachelor of Business Administration (Management) 2004

Wichita State University, Wichita, Kansas

TECHNICAL PROGRAMS:

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Explorer

Outlook

Adobe Professional/Foxit

iCore

Call Reporter

Citrix

Document Imaging

SQL Browse

Exceed (for sql changes)

Info sight Report Writer

Request System; Banner

Report Distribution System (RDS)

Bank Services-Fiserv: DDA, GL

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