Susan Oswald Email & Phone Number

Grand Rapids, Mi, Us

Barry County, Michigan, United States

Worked in the executive level in Farmers' Treasury. Performed day-to-day administration of Farmers' bank and third party relationships, treasury governance and statutory deposits within the Treasury group. Analyzed bank fees and earning credits, reviewed Treasury budget and accruals to ensure bank fees were within budget, and prepared reports for management personnel at all levels, as needed. Served as an administrator to online banking platforms; acted as a liaison to other Treasury and… Show more Worked in the executive level in Farmers' Treasury. Performed day-to-day administration of Farmers' bank and third party relationships, treasury governance and statutory deposits within the Treasury group. Analyzed bank fees and earning credits, reviewed Treasury budget and accruals to ensure bank fees were within budget, and prepared reports for management personnel at all levels, as needed. Served as an administrator to online banking platforms; acted as a liaison to other Treasury and payment platforms; effectively worked with and supported internal business partners, prepared ad-hoc reports and analysis as assigned. Handled large dollar security transactions for statutory deposits; worked closely with direct manager to provide other finance support and special project analysis. Show less

Caledonia, Michigan, United States

Used confidential information to assist mainly internal customers with claim payments and direct deposits. Partnered directly with Farmers' banks to gather information for problem-solving regarding customer issues. Assisted with ServiceNow tickets to resolve banking-related issues. Utilized independent decision-making regarding questionable payments based on real-time daily reports acquired from the bank. Initiated fraud investigations directly with the bank for missing endorsement, forgery… Show more Used confidential information to assist mainly internal customers with claim payments and direct deposits. Partnered directly with Farmers' banks to gather information for problem-solving regarding customer issues. Assisted with ServiceNow tickets to resolve banking-related issues. Utilized independent decision-making regarding questionable payments based on real-time daily reports acquired from the bank. Initiated fraud investigations directly with the bank for missing endorsement, forgery, and altered checks. Collaborated with multiple internal business units within the organization to review processes, assist with implementing any changes pertaining to payments or the needs of customers. Reveiwed potential checks for escheatment. Show less

Caledonia, Michigan, United States

Provided assistance to customers and agents for multiple lines of businesses. Administered changes, provided billing support, along with some underwriting responsibilities. Advised customers on policy changes for individual situations while keeping in mind the company's best practices. Performed job duties in a team atmosphere while adhering to time restraints and maintaining personal goals. The utmost professionalism was used for solving customer conflict resolution and serving policies.

Bachelor Of Arts - Ba, Organizational Management

Executive Assistant/Executive Secretary