Remote Payroll & Records Specialist Seeking Opportunities
Resume:
Kathleen Ellis
Redding, CA **001
Statement of purpose and passion:
As a resourceful and adaptable leader, I am driven by a deep passion for empowering teams, fostering innovation, and delivering impactful results through project-focused execution. With a strong foundation in project management and Change leadership, I thrive in dynamic environments where multi-tasking, strategic thinking, and budget-conscious decision-making are essential.
My journey as a manager, mentor, and team player has been shaped by a commitment to customer service excellence, cultural awareness, and compassionate leadership. I believe in the power of listening and self-reflection to continuously grow and support others in their development. I approach every challenge with an innovative mindset, seeking creative solutions that align with organizational goals while honoring the diverse perspectives of those I work with.
Whether leading change initiatives, managing cross-functional projects, or guiding individuals through transformation, I bring a collaborative spirit and a dedication to making a meaningful difference. My purpose is to lead with integrity, inspire through action, and create environments where people feel valued, heard, and empowered to succeed.
Skills
Teams, SharePoint, Workfront, Outlook, Excel, Word, PowerPoint, Project, Slack, Jira, some Visio, Zoom.
Experience:
2024 to 11/2025 - Travis Credit Union, Vacaville, CA
Change Management Business Partner
Provide foundational training to leadership team
Develop relationships with key stakeholders across the organization
Integrate change methodology to initiative process to include communication, training and readiness
2017 to 2024 - Travis Credit Union, Vacaville, CA
Project Manager
Manage small to large projects for the enterprise by working through all of the stages of a project.
Develop teams for each project to ensure project completion.
Ensure stakeholders are informed as to project status.
Develop relationship(s) with vendor Project Managers.
Successful completion of projects within scope, budget and timeline. (IT, process improvement, platform updates/replacements, etc.)
2011 to 2017 – Travis Credit Union, Richmond, CA
Branch Manager
Leading team to meet or exceeding core goals set for 2016 to include net direct members, loan dollars and average services per household.
Participated on award winning training team tasked with developing and implementing a training plan for 600 employees on a new Core conversion.
Awarded 2016 CUNA Innovative Staff Development (Assets More than $1B) as member of Core Conversion Training Team.
Branch of the Year for 2014 for membership growth, loan and deposit growth. Also achieved Manager of the 4th Quarter 2014.
Leading a team to member service excellence by example, motivating and challenging each person to be and do their best.
2008 – 2011 – First Metropolitan Credit Union, Concord, CA
Branch Manager
Managed the corporate office branch with a concierge model until merging with Travis Credit Union
Charged with developing continuity and consistency for retail branches to include audit requirements, policy and procedure utilization and communication.
2006 – 2008 – Starbucks Corp, Colorado Springs, CO & El Cerrito, CA
Barista, shift supervisor, Management Program (Asst. Store Manager)
Coffee drinks, store management, food program management, training new baristas, retail sales, holiday promotions, and partner development.
2002 – 2004 – UMB Bank, Colorado Springs, CO
Branch Manager
Managed staff of 20 personnel in the corporate branch office.
Managed United Way campaign for Colorado Springs branches with 100% participation from 5 branches
Facilitated the first Home Show participation for lending opportunities in Colorado Springs.
1980 – 2000 – KeyBank NA, Portland, OR
ATM Program Management – Worked with manager to convert drive-ups at all branches west of the Mississippi to ATMs. Managed schedule of install team, inventory delivery as well as movement and deployment of newer ATM equipment to other sites for installation. Met with Diebold and NCR reviewing equipment upgrades and availability. Maintained spreadsheets of inventory for all of KeyBank, NA.
Teller, Note teller, Consumer Loan clerk, Operations Assistant, Operations Officer, Operations Manager, Branch Manager.
Education
2024 – Kotter International, Inc, Boston/Toronto
Certified Change Practitioner & Trainer
2019 – Project Management Institute, Sacramento, CA
Certified Associate Project Management, CAPM
2018 – Project Management Academy, San Diego, CA
Lean Six Sigma Green Belt Certified
2013 – 2016 – JFK University, Pleasant Hill, CA
Expressive Arts Certificate Program – not complete
2010 – 2012 – Pacific School of Religion, Berkeley, CA
Graduated Certificate of Ministry Studies
1980 – 1986 – Portland Community College, Portland, OR
AIB Courses – Economics I, II, III, Accounting I & II, Business Law, Organizational Psychology
Interests
Glass fusing, beading jewelry, puzzles, sewing, walking in nature, politics, emotional intelligence, animals, streaming movies, reality tv, deep conversations, sharing time with friends
Contact this candidate