• Explore and correct database inaccuracies on the person and company level daily • Manage member service database minor maintenance/clean-up projects • Drive all A/R functions (invoice, statements, payments & e-payments, refunds, and inquiries)• Respond to subscription request and claims for CHA’s award-winning publications: Health Progress and Catholic Health World • Manage specific operations and participate in cross functional projects (e.g. job board implementation and software application upgrades)• Create and organize Standard Operating Procedures (SOP’s) for two departments • Facilitate engaging software application trainings for internal customers • Contribute to the following workgroups and committees with organization-wide impact: *Core Competency Evaluation *Anti-Bias Anti-Racist (ABAR) *Charity Committee * Diversity, Equity & Inclusion Learn/Act Strategy Team *CHA Award Nomination Internal Review Committee GB Lean Six Sigma - Project Management Certification Candidate AMA - Project Management for Administrative Professionals Course Completion

• Conducted analyses of appraisal reports to convey data and risk to internal customers• Utilized various research systems to obtain and communicate relevant market information for bank officers, internal customers, and company clients• Evaluated department procedures, developed recommendations, facilitated response groups, and implemented new processes within a collaborative atmosphere

• Provide personal service across multiple business lines, which includes sales and service activities. • Secure customer and bank content via policy enforcement • Process foreign currency and general banking transactions with accuracy and promptness• Build rapport with branch customers and partnering departments