Geoffrey Vogel Email & Phone Number

Cedar City, Utah, United States

-Project Manager for new banking technology and internal projects: Notable projects: New Online Banking system and conversion, Online Account Opening, new Imaging solutions product and conversion (statement and teller imaging), new Document Imaging product and conversion, core interface upgrade, Zelle, Credit Score tool and bank acquisition core migration.Product Management: Online Banking, Online Account Opening, DocuSign and electonic signing tools, Zelle, Credit Score tool, Electronic Statements, Document/Item/Statement Imaging, Deposit Origination, and FIS Horizon Core subject matter expert.-Product selection and technology steering member.-Work with IT and Operations departments on areas of need, new projects, product enhancements and product upgrades.-Consulting role for special projects.-1099 and IRS tax reporting.-BI report writing.-Unclaimed Property reporting.-Statement Outsource admin.-Management of Operations policies and procedures.

Cedar City, Utah

-Manage and support all back-office operations departments of the bank including Document Imaging Department, Online Banking Department, ACH, Wires, Proof and Account Services.-Project manager for new banking technology: Projects completed during time period: New Online Banking system/conversion, Online Account Opening, DocuSign, Zelle, bank acquisition core migration and Credit Score tool.-Product Management: Online Banking, Online Account Opening, Deposit Origination, FIS Horizon Core subject matter expert, DocuSign, Zelle, Credit Score tool, Electronic Statements and Document Imaging.-1099 and IRS tax reporting.-Product selection and technology steering member.-BI report writing.-Compliance Monitoring for Reg CC holds.-Board Reports: ACH Risk Report, FACTA Red Flags Report, and Social Media Report.-Statement Outsource Admin.-Unclaimed Property reporting-Management of Operations policies and procedures.-Collection and creation of documentation for IT audits.

Cedar City, Utah, United States

-Assist the Chief Operations Officer in all areas of Operations.-1099 and IRS tax reporting-Unclaimed Property Admin-Compliance monitoring for Reg CC Holds and Red D excessive transactions.-BI report writing-Scanning Department manager and admin over document imaging system.-Cash Management administration and ACH risk managmenet-Project management

Cedar City, Utah

-Loan Documentation: Assist in collecting, scanning, tracking and organizing business and personal financial statements and tax returns. Assist in organizing digital loan files as well as scan loan files.-Incompletes: Help loan officers with incomplete loan files by filling requrements started by the Audit and Compliance Departments. -Loan Committee: Assist credit analysts in preparing approvals and taking minutes for loan committee meetings.

Salt Lake City, Utah

Price, Utah

Bachelor Of Science (B.S.), Finance

Activities and Societies: Beta Gamma Sigma Finance Club

Associate Of Science (A.S.), General Studies

Activities and Societies: PBL