Maintains consistent communication with other departments that impact Inside Sales to ensure the success and completion of key initiatives.
May 18, 2021
Prepare, scan and verify all business files to insure taht all information is electronically stored in accordance of the Business Underwriter's direction.
May 22, 2021
Create and modify documents such as invoices, reports, memos, letters and presentations using Microsoft Word, Excel, and PowerPoint.
May 27, 2021
Assists in the execution of credit union-wide management reporting which includes writing queries, functions, stored procedures and automation configuration to ensure delivery of reporting meets the requirements of the business areas, and produces timely and efficient reports, fully utilizing the power of the core and other resources.
July 05, 2021
Act as an expert to all areas of the credit union in the development of core system solutions and ancillary applications, maintaining the system, growing and enhancing the system to ensure full use of the potential the system can provide management toward improving and growing the credit union.
July 13, 2021
Manage short-term, standard projects such as compilation of special reports, assisting with system management to plan and complete projects, utilizing Microsoft Project as needed.
September 26, 2021
Demonstrated experience with meeting and dealing with people at all levels of the organization in an efficient and tactful manner.
October 09, 2021