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Clients > Banking/S&L Clients
Banking/Savings & Loan Clients
California Commerce Bank
Online Help:
- Converted the policies and procedures of thirteen major banking
departments to on-line documentation.
- Designed and constructed online telephone directory.
California League of Savings and
Loan Associations
Warroom/Facilitation:
- Warroom Analysis on development of new services and enhancement of current
service-related products that this institution offers its members.
California Savings
Online Help:
- Created full structure for complete Online Library.
- Converted Branch Operations and Loan manuals to online Help.
- Created full branch information module with banking hours,
maps, and other information.
- Trained five people in fundamentals of maintaining the Online
Library.
Cedars Bank
Policies and Procedures:
- Established general policies and procedures for most
of the bank’s operational areas.
- Reviewed and rewrote the existing Policies
and Procedure Manuals:
- Branch Operations
- Informational Technology
- Administration
- Personnel
- Employee Manual
- Internal Audit
- Finance and Investment
- Executive
- Marketing
- Established standards for establishment and maintenance of the bank’s
documentation.
Online Help:
- Established the company Telephone Directory.
- Retail Operations Policies and Procedures
- Information Technology Policies and Procedures
- FISERV
Citicorp (TTI)
Application Generation System End-User Documentation:
- Re-wrote the end-user documentation for TTI’s fourth-generation language
and application generator (used for ATM machines).
- Developed a complete library for this state-of-the-art graphics and
programming tool.
Columbia Savings and Loan
Warroom/Facilitation:
- Seminar and Corporate Warroom/Facilitation Review
Farwest Savings & Loan
Branch Operations
- Assistance in the training, testing, and implementation of the fully
integrated Systematics System.
- Development of training materials to train Trainers, Tellers, New Accounts
Personnel, Assistant Branch Managers, and upper Management.
- Documentation Library:
- Policies and Procedures Manual
- Forms Manual
- Reports Manual
- Tasks Manual
- Configuration Manual
- Computer Manual
- Quick Reference Guide
- Corporate Standards
- Documentation System maintenance
Transaction Services
Documentation Library:
- Policies and Procedures Manual
- Forms Manual
- Task Manual
Accounting
Policies and Procedures:
- Reports Manual and Reporting Requirements and Procedures.
- Preparation of monthly and quarterly
reports for the OTS and Department of Savings and Loan.
Major Loans
Policies and Procedures"
- Major Loans
- Contributed to instructions for the development of a Database Manual, a
Forms Manual, and a Reports Manual.
- Fannie Mae and other investors reporting.
- Assisted with implementation and testing prior to cutover to Systematics
System.
Documentation Department
Policies and Procedures:
- Documentation training program and materials.
Training Materials:
- Branch Operations
- Major Loan Operations
- Implementation
- Branch Support
- Lending Operations
- Corporate Holdings
- Accounting/Finance
Training:
- Trained documentation personnel with hands-on training to assure quality
and integrity of Electronic Library administration.
Fidelity Federal Bank
Warroom:
- Transaction Services areas to determine the
functions that would need policies and procedures and work instructions when
Systematics IMPACS System is implemented.
Tasks and Procedures:
- Branch Support – Inclearing Exceptions, Transit Exceptions, Federal
Adjustments.
- Electronic Delivery Support – ATM, ACH & EFT.
- Back Area Support – Bank by Mail, Savings Account Support, Monetary
Transaction Support, Retirement Account Support.
- Assisted with other implementation and testing issues prior to cutover to
Systematics IMPACS System.
First Federal Bank
Policies and Procedures:
Updated and re-organized policies and procedures for:
- Retail Operations
- Retail Support
Online Help:
- Created full structure for complete Online Library.
- Converted Retail Operations/Support manual to online Help.
- Trained two people in fundamentals of maintaining the Online
Library.
- Trained two people in advanced maintenance and expansion of
the Online Library.
Gibraltar Savings & Loan
Policies and Procedures:
- Evaluated Operations department documentation, design of new models, and formats for
use by Operations and programming staffs.
- Prepared documentation (Reconciliation, QA, Controls, and Balancing
Procedures) for the Installment Loan System.
Home Savings
System Conversion and Implementation:
Corporate Accounting assistance in the training, testing, and implementation
of the Systematics System:
- Performed Warroom analysis on Corporate Accounting areas to determine the
functions that would need policies, procedures, and work instructions when
Systematics Real Estate System is implemented.
- Documented procedures for reporting to Fannie Mae, Freddie Mac, and other
investor groups.
- Prepared training program and materials for Corporate Accounting staff.
- Assisted with other implementation and testing issues prior to cutover to
Systematics Real Estate System.
Nations Bank/Alltec
Warroom/Facilitation:
- Seminar and Corporate Warroom/Facilitation Review
Southern California Bank
Online Help:
- Branch Operations
- Lending/Credit Operations
Training:
- Trained two SCB personnel in maintenance and expansion of the Online Help
library.
Southern California Savings &
Loan
Branch Operations
Policies and Procedures:
- Reviewed and re-wrote the existing Policies and Procedures Manual.
- Developed the following new manuals:
- Forms Manual
- Tasks Manual
- Retirement Manual
- Security Manual
- Documentation System Maintenance Manual
Documentation Area
Documentation Procedures:
- Prepared training program and materials to familiarize documentation
personnel with maintaining documentation.
- Trained documentation personnel with hands-on training to assure quality
and integrity of Electronic Library administration.
ACquire Project:
- Analysis and development of End-User Guide.
- Developed an End-User Guide for a report retrieval, search, and custom
output program (ACquire). No previous documentation existed on this new
report-generated program.
- Prepared all documentation.
Wells Fargo Bank
Policies and Procedures:
- Developed user documentation for Alternative Loan Processing System
(ALPS).
- Assisted in development of ALPS Balancing and Reconciliation procedures.
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