Kimberly Diaz Email & Phone Number

Pasadena, California, Us

Tied CU’s key initiatives to strategy and goals, ensuring the changes led to successful outcomes for CU and employees. Restructured/integrated an antiquated program, which resulted in bringing in 5,000 new members, and $10 Million in assets.Simultaneously upgraded all uses of technology resulting in the staff being able to better meet the needs of members.Successfully transitioned credit union through core conversion from Fiserv to CUNorthwestUpdated collection policy and hired new personal to execute changes. Improved DQ Ratio from 0.71% to 0.35%, as well misery index from 1.47% to 0.37% Implemented new lending guidelines in QTR 2 of 2021, which attributed to loan growth from 6.8 million to 7.5 million. Negotiated and supervised the move to a new website provider to reach out and interact with our members.Virtualized CU Infrastructure in collaboration with IT Company to reduce CU costs and ensure NCUA Compliance.Researched/implemented HRIS system, improving employee experience and ensuring Wage & Hour Law Compliance.Initiated an Employee Handbook and trained staff for better service and overall compliance.Implemented Compensation Structure, using CUNA benchmark data to improve recruitment and retention practices.Updated the vision proposition of the CU to drive innovation and enhance CU’s ability to meet Member’s needs.Create opportunities for others to lead, knowing when to delegate responsibilities and empowering employees to take a more active role, become more engaged, providing a platform to learn and grow professionally.Encourages open communication and transparency with employees about CU operations and goals, soliciting feedback on opportunities for improvement to be more efficient, showing mutual respect and the value or their contributions.

Riverside, California, Us

Manage daily, weekly, and monthly task of the Accounting department. Created a participation pool for sale comprised of in-house auto loans with other credit unionsAnalyze deposit and loan data to be utilized in new promotions and servicesImplemented new procedures for day to day activities for front lineNegotiated contracts for new Facilities vendorIncreased training and development per staff on core system (CUNW)

San Bernardino, Ca, Us

Manage two largest lending pipelines: CUDL and in-houseExperienced in all consumer loan products: Assist membership with personal budget and debt issues Collaborated with other credit unions to assist with our daily operations.Completed DMV work for transfer of sale, private party and lease buy out

San Bernardino, Ca, Us

Organized and developed third party relationships with 5 dealerships, which increased our indirect lending portfolio by 7 millionAttend community events to educate the benefits of credit union membership and assist in the recruiting of new members.

San Bernardino, Ca, Us

Managed a balance sheet of a credit union with asset size of $84 million, provide general analysis of accounting functions and assist with audits constructed by NCUA and various third-party CPA firms.

Perform general accounting functions.

Communicate with delinquent members through various outlets: phone calls, letters and email.

Interview members, pull credit report, and gather information needed to process loan request

Accounting

Education record