Casey Allen Email & Phone Number

As an Innovation & Automation Analyst II, I am responsible for leveling up the Credit Union using technology. I research and present tech solutions to internal business units and leadership, find ways to automate processes with RPA, and engage with staff to increase digital innovation awareness.

I led four internal support teams in the contact center. My team consisted of two Assistant Managers and 26 employees. We provided procedural advice, managerial guidance, escalation resolution, and fulfilled internal documentation requests; we also provided troubleshooting for our digital products and services directly with members, and responded to an.

My team of 17 was responsible for providing internal support to all levels of the Credit Union, as well as troubleshooting directly with members for any digital issue. We communicated with our members across multiple service delivery channels including phone, email, fax, and online portals. I worked closely with other business units to ensure procedures.

As an assistant manager in our Loans Department in our contact center, I had a team of 12-15 loan officers that were responsible for taking auto/personal/credit card/home equity applications and moving them through the loan process including loan funding. I coached my team on metrics, processes, and providing extraordinary member service.

Being in a support role, it was important for me to be able to provide quick and accurate information. I provided support for all levels of the Credit Union, but mostly to front-end employees. I answered a variety of questions, taught how to find the answers, and guided employees through procedures. I also updated internal reference documents, aided in.

I was a loan officer at our contact center. I helped answer member questions regarding loans and found financial solutions. I originated loan applications and moved loans through the funding process. I was responsible for Quality Control on loan documents, collecting title work, going over loan details with members, sending loan paperwork for eSign.

As a personal banker I was a trusted advisor that guided customers through financial options. I not only helped grow current customers' financial portfolios, but also reached out and brought in new clients. I helped my clients save time and money on their obligations through many different avenues using a wide array of solutions. I utilized a process that.

I orchestrated all operations within the store, including HR, training, compliance, audits, sales, accounting, and customer service. I had to be everywhere at once, and had to have all the answers at the drop of a hat. I enjoyed the fast-paced atmosphere and having to rally the troops to have all hands on deck during peak times. My favorite part was.

I managed the logistics team of 25-35 team members. My main role was to keep everyone focused and relieve bottlenecks in order to unload the merchandise truck, unpack it onto the store shelves, and organize any backstock. This entire process had to be done in a short amount of time to not impact customer satisfaction, so it was important to stay one step.

I was an anchor for the management team, being that I led daily store tasks. I loved being involved with every store department, and being able to train new employees. I was responsible for sales in the Hallmark, cosmetic, and photo departments so I had to be able to set an action plan and follow up with the team members to ensure they were on the same.

Bachelor Of Science (B.S.) In Management, Technical Management

Associate'S Degree, Business Administration