Cathy Klein Email & Phone Number

Eagle, CO, US

Hyderabad, Telangana, IN

Buenos Aires, Buenos Aires, AR

Continuing Education

Atlanta, Georgia, US

Milwaukee, Wisconsin, US

Part of a remote team of engineers responsible for set up, configuration, testing and training of nightly batch automation software (Automic, CA Technologies) for banks and credit unions.

Atlanta, Georgia, US

Liaised with loan department management and technology department to resolve complex system issues within Fiserv Signature core. Tested releases to ensure minimal customer impact.

Met with key financial institution executives to evaluate organizational needs, create action plans, and project-manage implementation. Demonstrated expertise in core banking software, process automation, conversions and employee skills development.- Spearheaded strategy and executed process to archive 15+ years of loan documentation- Audited CRM for.

Directed all aspects of information technology compliance, risk management, auditing, project management and support for progressive community bank. Ensured compliance with state and federal regulations as well as organizational best practices by developing bank wide policies and procedures. Strengthened shareholder relationships by reaching out regularly.

Promoted through multiple roles with increasing responsibility to build strong foundation for start-up bank. Progressed from Financial Services Representative to VP Operations in 14 months and then to Controller/Chief Financial Officer. Instrumental in generating initial funding of de novo bank, instituted financial controls, and drove all aspects of.

Bai Diploma, Graduate School Of Operations & Technology

Pmp Student

Paralegal Certification