Secretary
CurrentA community-based 501(c)3 serving as a fiscal agent for a nonprofit community group in the south coast of San Mateo County.
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Trisha Bennett is listed as Financial IT Implementations Leader ♦ Digital Strategist ♦ Product Enthusiast ♦ Credit Union Advocate ♦ PMP ♦ Community Supporter & Volunteer at Bay Federal Credit Union, based in Pescadero, California, United States. AeroLeads shows a matched LinkedIn profile for Trisha Bennett.
Trisha Bennett previously worked as Secretary at Pescadero Community Foundation and VP Enterprise Applications & PMO at Bay Federal Credit Union. Trisha Bennett holds Certificate, Business Analysis from University Of California, Davis.
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I am an energetic senior technical management leader with 20+ years of diverse experience advancing enterprise-wide projects, strategies, and initiatives in the financial services industry. A hands-on team leader and executive influencer, I am known for: • Developing, implementing, and leading people, processes, and procedures that enhance organizational standing and enable competition through the digital channels• Leading and mentoring high-performing teams of cross-functional staff in delivering high-quality technical and client solutions• Facilitating complex core conversions and online banking conversions • Managing multiple simultaneous initiatives to successful completion on-time and within budget and operational scopes • Advancing change management initiatives while simultaneously building and growing a positive company culture • Aligning project, product, and technical management priorities with broader organizational priorities
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A community-based 501(c)3 serving as a fiscal agent for a nonprofit community group in the south coast of San Mateo County.
Ca, 95010, Us
Responsible for the maintenance and enhancement of the Credit Union’s software development and core application system, providing internal support to ensure superior service is given to staff, operating systems, database integrity and host system security. Responsible for managing the portfolio of projects and ensures that all internal and external projects are executed effectively in a timely manner and within budget.
The Pescadero Arts and Fun Festival is a 501(c)3 nonprofit organization, under the umbrella of the Pescadero Community Foundation
Santa Cruz, California, Us
Santa Cruz Works was founded in 2012 as an umbrella organization for the entire local tech ecosystem. The mission: to make Santa Cruz County a great place to start, sustain, and grow businesses—not exclusive to technology. A healthy tech ecosystem is composed of educational institutions where business and new technologies are taught, assistance from local government like Santa Cruz Economic Development, co-working & accelerators when entrepreneurs can develop their ideas and skills, event organizations like “meetups,” successful businesses where there are jobs and mentors, and venture capital to seed new businesses.
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Lead high priority digital projects while creating new project management processes for new Project Management Office.
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I led cross-functional product management, project management, and development teams in researching, coding, and implementing a diverse range of new products and services spanning online banking, online account opening, and other critical strategic digital initiatives. Selected highlights include: Led roll out of new mortgage application system in six weeks with positive member feedback Manage offshore development resources Evaluate emerging digital technologies and best practices to determine value proposition and implementation feasibility. Led and mentored strategic development teams and product managers in creating and supporting ongoing strategic initiatives and solutions. Created and executed a new strategic framework for evaluating innovative business ideas.
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In this role, I led the daily operations and strategic priorities of multiple technical departments spanning enterprise application infrastructure, service desk, technical analysis, quality assurance, and software development initiatives. I also directed all elements of a large-scale online banking conversion from inception to successful completion. Selected highlights include: Ensured ongoing support of all critical core banking, document imaging, general ledger, consumer loan and real estate loan origination, collections, VRU, and additional enterprise-wide applications. Co-developed the company’s strategic vision while flawlessly executing large-scale initiatives and evolving priorities.
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In this role, I led an enterprise application team in ensuring all core applications maintained critical 24/7 functionality while simultaneously holding responsibility for all quality assurance activities. I also collaborated with external stakeholders to identify, recommend, develop, implement, and support cost-effective technology solutions across all aspects of the company. Selected highlights include: Analyzed business practices to determine efficient resource utilization across the entire company. Developed and integrated a quality assurance role to support and continuously improve release quality.
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I oversaw enterprise-wide applications and all related activities across core banking (DNA), document imaging, general ledger, consumer loan and real estate loan origination, collections, VRU, and more. I also developed, executed, and led innovative technology solutions to meet evolving business and member needs and collaborated with stakeholders to create and continuously drive solutions. Served as the primary technical resource for credit and debit card conversions and all core system issues, defects, products, institution settings, authorizations, and test systems. Spearheaded batch processing using a UC4 automated batch scheduler while simultaneously maintaining daily file management transmission to and from external vendors.
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I oversaw a core system conversion and advanced all related technical initiatives as primary technical resource and subject matter expert. This involved creating testing strategies, test scenarios, training material, and process validations for the new core system while simultaneously reviewing, deploying, and managing all core custom modules. Reviewed all change management requests. Selected highlights include: Recognized for tracking, managing, and resolving all issues and reporting urgent matters to senior leadership. Set up and monitored all batch jobs in the UC4 automated job scheduler on production and test systems.
Kansas City , Us
MEMBERS Development Company is a network of credit union industry leaders conducting R&D initiatives focused on delivering meaningful solutions to the 21st Century demands of consumers. Combined, our owners serve over 14 million members, hold more than $194 billion in assets, maintain almost 1,800 branch locations across the nation, and employ over 36,000 employees.
I directed a core data validation team during the merger of First Tech to Addison Avenue Credit Unions, including leading a team of 100+ testers in validating 1.5 million accounts in support of the largest credit union industry merger. Selected highlights include: Designed and facilitated a host of educational programs and demos for new applications and certified business processes in direct collaboration with the training and development team. Analyzed and directed business and resource planning strategies and led end-to-end planning, design, and implementation of all testing strategies. Presented change management recommendations to senior leadership and the review board.
In this role, I directed core releases across the company by launching and leading projects, gathering resources, monitoring testing, and developing release schedules. I also created innovative solutions that met functional requirements while also ensuring cost-effective measures across solutions.
Managed core releases by launching project, gathering resources, insure proper testing and scheduling release toe adhere to vendor release schedule and regulations changes. Managed defects for core system to ensure bugs were addressed in timely matter to provide better member and staff experience. Supervised and executed complex test plans of new systems and/or modifications to existing systems. Provided Quality Assurance certification for new products, reports, data changes and system upgrades. Formulated proposals for new systems and information needs by analyzing existing systems and procedures and defining technical and procedural improvements.
Lead ATM processing staff in managing ATM Fleet.
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Trisha Bennett works for Bay Federal Credit Union.
Trisha Bennett is listed as Financial IT Implementations Leader ♦ Digital Strategist ♦ Product Enthusiast ♦ Credit Union Advocate ♦ PMP ♦ Community Supporter & Volunteer at Bay Federal Credit Union.
Trisha Bennett is based in Pescadero, California, United States while working with Bay Federal Credit Union.
Trisha Bennett has worked for Pescadero Community Foundation, Bay Federal Credit Union, Pescadero Arts & Fun Festival, Santa Cruz Works, and Stanford Federal Credit Union.
You can use AeroLeads to view verified contact signals for Trisha Bennett at Bay Federal Credit Union, including work email, phone, and LinkedIn data when available.
Trisha Bennett holds Certificate, Business Analysis from University Of California, Davis.
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