
Sharise Ruth
Financial Services Officer

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About me
Senior Financial Services Officer
Education

Instituto Biblico y Ministerial
2012 - 2016Missions/Missionary Studies and Missiology
East Carolina University - College of Business
2003 - 2007Bachelor of Business Administration (BBA) Accounting
Experience

SECU
Aug 2007 - Jan 2012Financial Services Officer-opened accounts-account services-reviewed loans and presented them to a loan officer for approval-worked collections

SEBYM (Seminario Biblico y Ministerial)
Apr 2012 - Dec 2016Missionary-in-TrainingI studied in a Biblical Institute to be a missionary. I was enrolled in a five-year study program with the opportunity to be involved in a local church on the weekends putting what I've learned into practice. I also taught English as a second language. I was responsible for putting together lesson plans and teaching young children and teenagers.

SECU
Jun 2017 - nowKey all required transactions into the Margo system and balance cash drawer with accuracy.Balance the vault, ATM, TCD and coin sorter.Operate drive-thru window as needed.Keep daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.Assist members with account problems, checking reconciliations, or errors in transactions.Grant subsequent advances on existing credit cards, open lines and home equity lines of credit.Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed.Handled establishment of new membership, open all accounts, and process changes in accounts.Assist members in all areas of consumer lending and make lending decisions.Handled VISA and personal loans delinquency list.Handle scanning reports to ensure all documents are scanned in correctly.Balance loans.Educate members on available services and make recommendations based on their needs. Show less Handle establishment of new membership, open all accounts, and process changes in accounts.Key all required transactions into the Margo system and balance cash drawer with accuracy.Balance the vault, ATM, TCD and coin sorter.Operate drive-thru window as needed.Keep daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.Assist members with account problems, checking reconciliations, or errors in transactions.Grant subsequent advances on existing credit cards, open lines and home equity lines of credit.Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed. Show less
Senior Financial Services Officer
Oct 2022 - nowFinancial Services Officer
Mar 2018 - Sept 2022Financial Services Representative
Jun 2017 - Mar 2018
Licenses & Certifications
- View certificate

Customer Service Strategy
LinkedInFeb 2023 - View certificate

How to Be Both Assertive and Likable
LinkedInFeb 2023 - View certificate

Financial Forecasting with Analytics Essential Training
LinkedInFeb 2023 - View certificate

How to Talk to Anyone (Blinkist Summary)
LinkedInFeb 2023 - View certificate

How to Be an Adaptable Employee during Change and Uncertainty
LinkedInFeb 2023 - View certificate

Leading When You're Not in Charge
LinkedInFeb 2023 - View certificate

Staying Positive in the Face of Negativity
LinkedInFeb 2023 - View certificate

How to Train Your Brain for Maximum Growth
LinkedInFeb 2023 - View certificate

Corporate Finance: Profitability in a Financial Downturn
LinkedInFeb 2023 - View certificate

Leading with a Growth Mindset
LinkedInFeb 2023
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