Matthew Conley Email & Phone Number

Greater Salt Lake City Area

Salt Lake City

• Team Lead for product team- Assist with the oversight of the work performed by product team.• Write test cases based on business requirements to test product functionality of the TCS BaNCS core operating system. Consumer and Commercial Lending.• Test new code delivery to resolve outstanding production defects.• Ensure BaNCS operating system is performing to business requirements and technical specifications and ensure any discrepancies are reported as defects.• Assist Automation team in preparing test cases for automation.

Greater Salt Lake City Area

• Wrote test cases based on business requirements to test product functionality of the TCS BaNCS core operating system. Consumer and Commercial Lending.• Ensured BaNCS operating system is performing to business requirements and technical specifications and ensure any discrepancies are reported as defects.• Worked with vendor and business partners to research and test BaNCS operational defects.• Backed up team lead- Assist team lead in management of work performed by product team in leads absence.• Ran defect triage meetings in QA Product Team Leads absence.• Reviewed and assist other team members in writing test cases and test scripts.• Liaison with Release2 team to rewrite Release1 regression test cases for Release2 production code.• Assist Automation team in preparing test cases for automation.

Over see all operations for the credit union. This includes working with the board of directors and managing the daily institution operations. Responsible for the oversight of P&L and investments.

Taylorsville, Ut

• Analyze and balance the firm’s books to bank statements and internal source systems related to all security and cash settlements. • Analyze and balance the firm’s books to broker and exchange statements relating to all security and derivative activity and settlements.• Determine proper reconciliations to bank statements and broker statements. • Balance all reconciliations to the General Ledger.• Create monthly reconciliation package to identify all significant reconciliation items and process according to month end procedures.• Coordinate efforts with Financial Reporting to ensure proper balance sheet categorization.• Support 15c-3 Customer Reserve Formula to support Regulatory Finance.• Compile and sign off on monthly attestations.• Review and process payments in Oracle for Price Smart Desk.• Prepare and process Journal entries to clear outstanding payable/receivable breaks.• Identify/implement new policies and procedures to maximize efficiency and minimize cost.• Lead IT projects and initiatives.• Coach/Mentor department employees.

*Facilitate professional Networking groups for individuals looking for employment, to upgrade employment or who are self employed. *Represent the organization in the community in developing business relationships with employers within the community. *Act as a job coach and mentor for individuals seeking employment. *Represent the organization at employment fairs to instruct individuals of the services available through LDS Employment Resource Services.

Wrote accounting policies and procedures.

Directed team of 7 staff members across multiple operational areas including lending and operations. Planned and directed all activities as well as maintained oversight responsibility for the operational function of branch operations. Participated in strategic planning and the development of credit union policies, procedures and goals. Managed company and member assets and exceeded members’ service expectations while coordinating, planning, directing, and controlling the operational and service delivery functions. Served Credit Union members as a part of the executive management team by practicing and implementing sound management practices. Responsible for reviewing AML,BSA and OFAC for suspicious activates. Responsible for completing and filing SAR/CTR reports. Responsible for the following activities: Supervision, performance reviews, budget development, hiring and terminations, and disciplinary actions. Promoted Credit Union products and services through various communication methods.

Directed team of 9 staff members across multiple functional areas including card production, compliance, merchant services, collections, dispute resolution, office management and back office operations. Performed daily review of existing production reports to assess status of delinquent and negative balance accounts. Managed ACH, Credit and Debit card Charge Back processing. Examined production reports for compliance and fraudulent activity signals. Resolved complex customer service issues and partnered with credit card vendors to analyze billing and authorization reports. Oversaw consumer and commercial deposit activities. Oversaw training and development of personnel. Designed department workflow and procedures. Set expectations and monitored delegated activities. Conducted employee performance evaluations. Project leader responsible for achieving goals. Led new projects and looked for ways to improve and promote efficiency and quality. Handled escalated, emotional, and difficult customer situations. Created departmental policies and procedures to ensure compliance with federal regulations. Responsible for reviewing AML BSA and OFAC for suspicious activities. Responsible for completing and filing SAR/CTR reports.

Directed management of customer applications for deposit accounts. Led training for new employees and motivated team members to pursue professional goals in alignment with corporate goals. Controlled daily review of all bank investment products.

Performed underwriting, approval and closing of all new auto, home equity, signature and Visa loan requests. Performed collection activity on all delinquent receivable balances. Served as the institution’s representative on all bankruptcy and small claims cases. Ensured department compliance with internal standards and federal regulations. Revolutionized the institution’s collection process. Launched the risk-based underwriting platform as well as the indirect auto-lending program. Implemented 24-hour loan approval process and ensured acquisition of all loan documents to expedite review and approval.

Master Of Science - Ms, Business Administration, Management And Operations, 4.7

Bachelor'S Degree, Business Administration, Management And Operations, 4.3