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Jeri Estes | Elance
 
176985602337900
Last Sign-in: Sep 27, 2008

Jeri Estes

I know how to get things done!
   United States
  |   Cool, CA

Overview

Minimum Hourly Rate $20

Motivated individual with 25 years experience in the financial institution arena. Working as a financial services consultant, I create/maintain procedure manuals, update department Intranet pages, work on special projects conduct research to make recommendations to senior management.

I perform on-site training sessions, create Computer Based Training modules and associated certification tests for employees.

I have outstanding analytical skills; excellent verbal & written communication skills; exceptionally creative and excellent...

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Portfolio

ACH Transactions - Sample of Credit Risk Policy
Introduction to using host system
Designed for the beginner, introduces employees to the basics of selling.
Builds off of module 1, prepares the employees for spotting customer needs
Describes to the user how to process Remote Deposit Capture transactions
Cash Vault Tracking Sheet. Helps manager to determine when to order cash, return cash...
By branch office, tracks the number of transactions per checking product and determines...
Tracks the type of transactions (cash, non cash etc) by branch to determine service needs.

Skills (8)

Tested
Microsoft Word
Microsoft Word 2007 Test
My Score
avg
Snag-It Software
Technical Writing
FrontPage 2000
Computer Skills
Call Center Skills
Visimage
Business Writing

Service Description

Employment

Travis Credit Union
Business Services Manager
2004 - 2007
Travis Credit Union
Project Manager
2002 - 2004
As project manager I wrote Business Resumption Plans for the Call Center and Business Services. I was responsible for maintaining all departments plans online to ensure information was kept...
Travis Credit Union
Call Center Manager
1997 - 2002
As Call Center Manager I oversaw a department of 40 employees. The department consisted of three divisions, Call Center, Sales Center and Phone Loan Center. We used the Nortel ACD system.
1st Pacific Credit Union
Loan Operations Mangers
1996 - 1997
1st Pacific Credit Union
Branch Operations AVP
1992 - 1996

Education

American Banker Association
Business Services
2005 - 2006
Travis Credit Union
Database Software
2002 - 2002
Overview  |  Job History  |  Portfolio  |  Resume/C.V.

Keywords

Procedures
Data Entry
Sales Techniques
Special Projects
Workforce Management
Excel Spreadsheets
Snagit Software
Frontpage
research
My Snapshot
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Elance Level
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  • 12 months
  • Lifetime
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Identity
Username
jestes
Type
Individual
Member Since
June 2008
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Jeri Estes | Elance

Jeri Estes