Alan Diaz Email & Phone Number

• Allocate in receiving data from a complex fiscal SQL software called Axiom (Syntellis, now part of Strata) to create organizational/product profitability analysis while using forecasting for Credit Union budgeting in a.
• Financial management reporting
• Product and service cost/benefit analysis
• Trend analysis
• Project quarterly analyses of existing and contemplated data from Axiom and ready them for presentation for the Board of Directors. This also includes using financial models, such as ALM (Assets Liabilities Management).
• Develop monthly preparation to present for Executive Management on data results with Profitability reports and give recommendations on findings. Administer data and interpret it to an user-friendly (Visual Insights).

Provo, Utah, United States

• Involved with 10+ daily consumer loans applications with UCCU members and non-members mostly in the Utah County area while reviewing daily transactions.
• Advocated and mentor for 10+ Spanish- and Portguese-speakers with success reports by implementing accounting programs on how to improve their finance skills and calculating accurate balance sheets.
• Reviewed transactional audits daily with General Ledger journal reports.

Provo, Utah, United States

• Received 40+ incoming calls daily for troubleshooting, answering questions about online banking, and HELOCs.
• Assisted 75% of calls with setting up members and businesses online logins.
• Trained 10+ monthly OSRs in online support programs and tools for them to succeed.

Provo, Utah, United States

• Helped 65% of incoming calls to proceed successful transactions on their accounts.
• Involved in a training group, responsible to train average 15+ monthly new MSRs.
• Promoted consumer loans to members over-the-phone 20+ daily.