Lynn Mitchell Email & Phone Number

Phoenix, Arizona Area

Woodbury, Mn

Opened new accounts/approved and processed loans and any other product or service offered by Ideal Credit Union, using our Preferred Way of Selling toolsAdministered and managed 2300 IRA/HSA accounts, processed yearly RMD (Required Minimum Distributions) payments on over 400 accounts. Balanced IRA Federal withholding on a monthly basis to ensure proper IRS reporting. Routinely backup the Branches when necessary in any role from Branch Manager to Member Service RepManaged all Backup withholding requests from the IRS to ensure proper account settings and complianceTraining Specialist for Trust, UTMA and Guardianship accounts for front line staff and reviewed forms for compliance purposes

Woodbury, Mn

Managed the Call Center for 11 years and ensured our members received efficient, accurate and courteous member service on every call. Using a “One & Done” philosophy in Call resolution.Took loan applications, approved, processed and funded loan requests from members who applied over the phoneHired and managed a group of up to 10 employees, processing annual reviews, coached and identified any training needs on our products/servicesSet sales goals for the department on products, referrals, call totals, hold times and fee refunds and kept management informed of these goalsCall monitoring/coaching to leverage the service level quality and call resolution Managed and ran multiple contests in the call center to generate sales/referrals and tracked them accordinglyProcessed weekly/monthly reports from our Contact Center Client to manage our call routing and abandon times and made adjustments as needed to ensure our call qualityAssisted with the RFP on the new online banking/bill pay project to select our new vendor in 2010.Assisted other departments with member service issues, procedures, trust accounts and certificate corrections

Education record

Ira And Hsa Management, Procedures, Policies

Education record