Attend strategic planning meetings with the Division of Finance senior management to provide key fiscal input and advice when formulating strategic plans.
December 18, 2022
Serves as back-up to the Financial Services Coordinator for Meridian link Xpress accounts administration.
January 19, 2023
Planning, monitoring, appraising and reviewing job contributions.
January 26, 2023
Prepare written correspondence and make telephone calls to underwriters or clients as requested.
March 17, 2023
Communicate with Director of Financial Services to determine decisions on a case to case basis.
March 22, 2023
Assist with the preparation of other financial forecasts including the cost per-transaction model and workforce utilization model.
April 15, 2023
Protect the confidentiality of information learned by performing the duties of the position.
April 16, 2023
Provides exceptional service to all members as well as internal customers by demonstrating, following, and supporting the Inspired Financial Service promises and standards, along with the Credit Union Mission, Vision and Values.
April 19, 2023
Assumes responsibility for the efficient, effective, and accurate performance of administrative functions.
April 24, 2023
Review all records for animals scheduled for discharge including admissions records, and financial estimates for accuracy.
May 13, 2023