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Open to opportunities

Heide Morales

@heidemorales

Forward-thinking team leader skilled at operating departments efficiently.

United States

What I'm looking for

Seeking a full-time position that offers professional challenges, utilizing interpersonal skills, excellent time management, and problem-solving skills.

As a seasoned banking professional with over 15 years of experience, I have honed my skills in operations management, customer relations, and decision-making. My expertise lies in managing day-to-day operations, ensuring GL accounts are in balance, and reconciling corporate accounts. I am a proactive and hardworking individual focused on continuous operational improvement.

In my previous roles, I have demonstrated my ability to lead teams, delegate tasks, and ensure compliance with federal and state regulations. I am well-versed in managing loan portfolios, Visa credit cards, and gift card programs. My analytical skills enable me to identify areas for improvement and implement process enhancements.

I am a certified notary and have a strong understanding of Microsoft Suites, CompuSource Systems, and Alloya corporate. I am registered with NMLS and hold a high school diploma from Grover Cleveland High School.

Experience

Work history, roles, and key accomplishments

WU

Assistant Manager

Williamsville Federal Credit Union

Aug 2008 - Jun 2024 (15 years 10 months)

Assisted in managing day-to-day operations, ensured GL accounts were in balance daily, and deputized for the manager in their absence. Delegated daily tasks to staff, reconciled corporate accounts, and handled bank secrecy reporting and risk assessments.

BU

Loan Manager and Compliance Officer, Visa Coordinator and Teller

Buffalo Fire Department Federal Credit Union

Jan 2000 - Jan 2008 (8 years)

Managed all aspects of the loan, Visa, and Real Estate portfolio, including marketing, rate specials, and compliance reporting. Prepared delinquent files, reported loan credit insurance, and filed disability claims.

Education

Degrees, certifications, and relevant coursework

Heide hasn't added their education

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Tech stack

Software and tools used professionally

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Heide Morales - Assistant Manager - Williamsville Federal Credit Union | Himalayas