Grace N. Email & Phone Number

Bend, OR, US

Denver, Colorado, United States

• In a dynamic role, I transformed CoBank Cash Manager postings through automation for 150 clients and spearheaded a simplified online banking registration, achieving a remarkable 99% increase in user adoption within six.
• Transformed and automated CoBank Cash Manager postings for approximately 150 customers
• Led and implemented a Simplified Online Banking registration process to streamline and provide an enhanced onboarding experience – Increased adoption and enrollment by 99% in first two quarters
• Provided dedicated treasury management support and training for the Kansas, Coastal, Mountain, and New Mexico market customers and their 46 Relationship Managers
• Executed a system conversion campaign for the Kansas region consisting of 65 customers
• Orchestrated and executed the delivery of a Business ACH solution

• Executed trainings across all business partner channels and all regions on treasury products
• Conducted internal process reviews with various departments to pinpoint inefficiencies and find solutions to help all points of the business
• Hosted first customer Fraud Insight Event with 25 customers and prospects
• Delivered training on Treasury nCino module through various releases with customer operations team
• Created several reports for internal and external teams to track pertinent customer information such as product selection, credit rating, and limits to help mitigate risk between relationship teams
• Streamlined relationship review process based on customer size and need

• Assisted in Online Banking conversions to new Alkami platform for over 3,700 customers
• 2021 Summer Intern Mentor
• Designed a Sweep Value Calculator tool to identify customer savings
• Implementation of nCino cloud-based banking solution for Treasury Management through agile methodology
• Collaborated with marketing to develop and deploy training material on Salesforce and nCino applications for the association

Santa Rosa, California, United States

• Advised on Farm Credit Treasury Management practices and procedures by Treasury Management Director
• Created a templated process for portfolio reviews of relationships shared between American AgCredit and CoBank
• Created videos to provide adoption and awareness for the organization on Salesforce leadership initiatives and road map

San Luis Obispo, California Area

• Hold tutoring hours weekly for students in both Data Literacy and Agribusiness Finance classes.
• Grade homework, quizzes, and tests for multiple class sections, about ten hours per week.
• Assist in office hours and test preparation along with the class professors.

San Luis Obispo, California Area

• Responsible for the accounting and administration of students' financial activities in accordance with Federal, State, and CSU policy
• Assisting in managing and creating flex schedule of eight student assistants based on expected load sometimes of up to 200 calls per week
• Educate and help students with fees and payment schedules, online payments, refunds, tax information, and collection methods
• Organize and distribute student employee paychecks

San Luis Obispo, California Area

• Researched the application of "Modern Portfolio Management Practices for Vegetable Farmers in California."
• Gathered data from the USDA and CDFA for several produce crops in California since 1994.
• Generated all possible "portfolios" in excel to build an efficiency frontier and risk and return levels for the group of most efficient crops.
• Created a dynamic tool from this data collection and analysis for farmers that returns the share of each crop to grow from a chosen return or tolerable risk level.
• Presented initial project proposal to my peers and professors as well as the final project in a symposium setting.

Santa Rosa, CA

• Facilitated intercommunication between executives and clients during credit application process
• Computed shipping markup price and entered invoice balances alongside accounting technician to efficiently bill clients for product provided through Epicor 9 software
• Analyzed year to date sales for 2017 and 2018 comparing largest clients and clients gained or lost

Santa Rosa, California

• Created and managed a team for annual Walk to End Alzheimer’s
• Raised over $700 through formal letters and fundraisers
• Volunteered more than 75 hours on and off site lessening the burden of those who worked at the Association, collecting research, and building my project.
• Spoke to several assembly members at the Capitol in Sacramento, CA with my team advocating for Alzheimer’s Disease and the needs it faces in government.
• Produced presentation of work and research on the disease to show underclassmen in high school and compiled work into final paper.

Forestville, CA

• Raised and showed market lambs to become a teen leader from 2012 to 2017
• Volunteered at several fundraisers annually
• Played an active role in my club’s community