Susan Westphal Email & Phone Number

Seattle WA

601 Union Street, Seattle WA

Everett, WA

Managed three departments concurrently. Led teams that supported critical banking services such as ACH, debit cards, card claims, ATMs, wire desk, online banking, adjustments, proof, research, and customer statements. Managed risk mitigation and vendor relationships for associated products. Active in project management, both as lead and support, for small.

Seattle, WA

Developed and published policy and procedures for the retail bank to include ACH services, debit cards, card claims, subpoena research, legal actions, Bank Secrecy Act (BSA) monitoring, audit controls, selected branch training, project management and backroom customer support.Created an online procedural manual for the retail bank, providing a paperless.

Issaquah, WA

Managed implementation teams for large national insurance clients installing software and services at their respective law firms. Planned, scheduled, coordinated and evaluated the successful implementation of electronic invoicing software installation, billing rules auditing and collaborative case management. Mentored interns in project management.