AJ Shanklin

Experience

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  Fortera Credit Union

  Feb 2016 - Mar 2019

  Kentucky Market Manager/Market Analyst

  manage daily operations of all five Kentucky branches, reconcile general ledgers for every branch monthly and annually, monthly and annual P&L management, forecasting weekly, monthly and annual sales numbers to make sure each branch is on track, preparing monthly and annual budget for all Kentucky branches, monthly and annual labor analysis to ensure each branch has the right amount of staff, tracking key performance indicators for all branches, maintaining weekly invoices and payment to vendors weekly, daily use of Microsoft Office especially Microsoft Excel, managing all Vendors and contract negotiations, ensures that the branch is in compliance with federal laws and regulations set by NCUA and other regulatory agencies, internal audits weekly, monthly, quarterly and annually, and external audits annually, maintain knowledge of the Credit Union’s products and services in order to efficiently train and motivate staff, coach staff to fulfill business plan goals, writing monthly and annual reviews on each employee and provide coaching where necessary, monitor quality of service for each of our members, hiring all new staff, training, and firing if necessary, writing the monthly Kentucky Market branch report for the CEO Show less

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  Modern Woodmen of America

  Mar 2019 - Jan 2023

  Financial Representative
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  Drive Planning

  Jan 2022 - now

  Financial Planner

  Helping our members increase their Protection, Savings, and Growth of their assets.Helping our members build their financial plan that will give them certainty and control of their financial future to retire early and enjoy life all while leaving a legacy.

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  Newfi Wholesale

  Feb 2022 - Jan 2023

  Regional Account Executive