
Lisa Kopplin, PHR, SHRM-CP
Executive Assistant, Staffing & Payroll Assistant

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About me
Assistant Vice President-Human Resources at The Equitable Bank
Education

University of Wisconsin-Stout
-Bachelor of Science (BS) BusinessMinors in Interior Design & Art
Experience

Claim Services Resource Group (CSRG)
Jan 1995 - Jan 1999Executive Assistant, Staffing & Payroll Assistant• Assistant to Vice President. Developed forms, documents and handbooks. Analyzed information from database and presented in a clear format.• Processed payroll for three Service Centers for 300 employees. Participated in a corporate systems conversion by implementing payroll policies and procedures.• Processed new employee files. Managed office and handled some employee issues.

The Equitable Bank
Oct 1999 - now• Manage all aspects of employment, staffing and recruiting, including posting of open positions, applicant tracking system, documentation, on-boarding of new hires, and termination of employees. • Coach employees and managers with employee relations issues. Main point of contact for all employees with staffing or benefit issues. • Function as backup for Director of Human Resources for most duties and responsibilities. • Provide all benefits communication, enrollment, changes, terminations and billing for medical, dental, vision, and life insurance, flexible spending accounts, 401(k), COBRA, and wellness events. • Research and monitor changes in benefits laws, federal and state posting requirements, and updates to internal policies, procedures, and the employee handbook. • Manage payroll through ADP, including tracking paid time off, overtime, FMLA, short term disability payments, and online submissions of 401(k) and flexible spending account deposits. • Calculate monthly commissions for loan officers, investment center sales staff and branch staff bonuses. • Proactive development of improved procedures, forms, reports, and spreadsheets. • Coordinated the annual employee United Way campaign from 2003-2015. Managed a committee of volunteers to plan and create fun activities during the campaign and consistently increased corporate campaign goals. Show less
Assistant Vice President-Human Resources
Nov 2021 - nowBank Officer/Human Resources Manager
Apr 2021 - Nov 2021Senior Human Resources Generalist/Benefits Coordinator
Oct 1999 - Apr 2021
Licenses & Certifications
- View certificate

SHRM Certified Professional (SHRM-CP)
SHRMApr 2015 - View certificate

Professional in Human Resources® (PHR®)
HRCIJan 2015
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