• • Managed payment transactions, including ACH, wire transfers, credit card payments, and international transfers.• • Performed reconciliations to ensure transaction accuracy and compliance.• • Ensured payment processes adhered to internal policies and regulatory requirements.• • Collaborated with finance, IT, and customer service teams to streamline operations.• • Updated and maintained payment process documentation.• • Oversaw risk management, including fraud prevention and detection.

• • Ensured accurate setup and management of accounts in compliance with IRS regulations.• • Balanced negotiable items and maintained accurate department accounting records.• • Completed service requests within Salesforce, resolving customer inquiries efficiently.• • Provided expertise to team members, facilitating the resolution of complex member issues.

• • Processed loan applications, adhering to rules and regulations of credit union lending policies.• • Evaluated and analyzed income and documentation, ensuring compliance with government standards.• • Interpreted data to identify and resolve loan processing exceptions.

• • Processed daily transactions, including cashier’s checks and currency exchanges.• • Cross-sold bank products and services, providing exceptional customer service.• • Ensured compliance with bank operations and security procedures.

• • Motivated and coached clients to achieve fitness goals through customized workout plans.• • Tracked client progress and provided ongoing support to ensure positive outcomes.