Lisa Hamblen Email & Phone Number

• Conducts on-site customer operational and/or systems analysis resulting in problem identification. • Identify operational and system enhancement opportunities.• Drafts proposals, including detailed reports that outline the findings and recommendations for process improvement.• Based on results, designs solutions and hardware/software specifications by creating detailed documents.• Supports customers by utilizing data analytic tools and identifying ways to improve key… Show more • Conducts on-site customer operational and/or systems analysis resulting in problem identification. • Identify operational and system enhancement opportunities.• Drafts proposals, including detailed reports that outline the findings and recommendations for process improvement.• Based on results, designs solutions and hardware/software specifications by creating detailed documents.• Supports customers by utilizing data analytic tools and identifying ways to improve key performance factors.• Ensures testing and customer training are referred to support organizations.• Creates project plans to monitor progress, assuring all milestones are completed as projected. Show less

Greater San Diego Area

• Work closely to train and support back office staff on the General Ledger Module to ensure client is prepared for a successful conversion. Including but not limited to: General Ledger Accounts, Accounts Payable, Fixed Assets & Prepaids, Financial Reports (including Budget and Historical data with variances), Dividends & Interest Accruals, FASB 91 Amortization, FR2900, Reconciliation, NCUA AIRES, DataLink Software System (used to complete the NCUA Call Report 5300), Asset Liability Management… Show more • Work closely to train and support back office staff on the General Ledger Module to ensure client is prepared for a successful conversion. Including but not limited to: General Ledger Accounts, Accounts Payable, Fixed Assets & Prepaids, Financial Reports (including Budget and Historical data with variances), Dividends & Interest Accruals, FASB 91 Amortization, FR2900, Reconciliation, NCUA AIRES, DataLink Software System (used to complete the NCUA Call Report 5300), Asset Liability Management (ALM).• Ensure existing products and processes are mapped and tested accordingly before going to Live production. Including but not limited to performing the set up for: Creating Chart of Accounts, GL Mapping of transactions, Parameters set-up, Job Files setup, testing outgoing and incoming files, analyze reports to follow practices and procedures in accordance with compliance standards.• Provide General Ledger support for existing Symitar clients via CRM software.• Provide mentoring to new analysts on conversion projects and GL Support• Assist in writing internal product documentation for use in client support Show less

Greater San Diego Area

• Perform audit of wire documents to assure compliance with company wiring procedures and requirements• Maintain an understanding of the Federal Regulations that govern Wire Transfer transactions to minimize/eliminate potential loss to credit union• Accurately enter and release wire in bank system, assist staff with wiring questions, interact with banks when required• Balance and maintain wire general ledger• Meet critical processing deadlines for all incoming and outgoing wires

• Manages member accounts, which includes helping members make sound financial decisions• Accepts and processes customer deposits and loan payments• Maintains and balances a cash drawer daily and recognized for commendable balancing 2011 • Informs members of credit union products and/or services, and recognized for top sales within the company

Bachelor Of Science, Business Administration, Accounting

Associates Of Arts, Liberal Art, Business Studies