Prepares pre-validation and end of month dividend validation reports. Responds to members’ and employees’ questions over the phone and email regarding certificates & IRA rates, general IRA questions & applications, create & amend certificates, and processes submitted service requests. Keeps members informed of the status of their certificates and IRAs by sending required notices including RMD information. Understands NCUA Share Insurance coverage. Understands Individual Retirement Account laws, policies, procedures and forms. Processes IRA transactions & transfers, Direct Rollovers, Conversions and initiate Transfer Requests for members via mail and/or DocuSign.

Working with UiPath partners, in supporting their membership within the UiPath Partner Program. Assisting Partners via email regarding their Partner Level, Certifications, and Trainings. Responsible for pulling Tableau reports for partner competency levels.

Responsible for managing Intel's developer relations accounts for a number of partners/clients in the games industry.Track and recruit future game development industry leaders looking to redefine user experience through creativity and bleeding edge technology. Manage and facilitate the development of relationships between Intel® and software developers while providing value propositions to Executives, Software Engineers, and Sales and Marketing professionals in the Gaming Industry. Facilitate legal agreements to push forward collaboration between Intel and Gaming Industry manufactures. Maximize utilization of software development platforms and other resources needed to achieve cumulative results for my accounts. Consult leading companies on creating strategic initiatives that challenge Gaming Industry standards through utilization of Intel® technologies and market specific opportunities.

Responsible for handling member service calls in a prompt and courteous manner. Resolves member questions and problems regarding account statements, loans, payments, transfers, interest rates, investment certificates, new accounts, etc. Performs various financial transactions promptly, accurately, and in compliance with policies and regulations. Initiates specialized transactions including stop payments, wire transfers, insurance of cashier's checks, ACH transfers between institutions, and process Credit Card advances. Provides Technical Support for online and mobile banking.