Established numerous policies, procedures, and products including: Flood Insurance Policy, Marijuana-related Business Policy, COVID-19 policy, Litigation Hold Policy, and more.
Championed key process improvements by redesigning the Identity Theft Policy, and Records Retention Policy.
Enhanced HR policies, procedures, and activities including the Time Away from Work Policy, anti-harassment policy, and multiple diversity policies.
Designed and implemented new account types, forms, and policies at the credit union, resulting in stronger compliance with laws/regulations.