Susan G Kool Email and Phone Number

Oversee the weekly payments & corporate review of hospital vendors. Coordinate contract approvals for vendors with Financial Analysts. Organize payments files and prepare payment reports for CFO review.

Provide administrative support to Personal Trust & Employee Benefit Officers ensuring clients needs/requests are handled in a prompt manner with a daily goal of client satisfaction. Collect & prepare meeting materials for the semi monthly Trust Officer Services Committee meeting. Prepare analysis for SVP, EVP & Compliance Officer of sampled Reg 9 account reviews. Sort mail, answering phones, maintain document imaging file system.

Planned, managed and controlled day to day operational and administrative activities. Established sales goals and objectives. Served as Relationship Manager and identified opportunities to deepen client relationships and provide referrals to partners in banking and investments to other subsidiaries. Developed and implemented marketing, sales and training programs for credit union staff on subsidiary products. Managed operational costs to budget and supervised all corporate investments. Created new compliance policies and procedures and ensured that business practices were performed in compliance with state and federal regulations. Reviewed and recommended responses/strategies for all pending, threatened or filed litigation. Served as litigation liaison with attorneys and/or insurance litigation claims team. Reported to Board of Directors and prepared all related reports

Responsible for administering personal trust in accordance with terms specified in the trust instrument. Under Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports.