Overview
When a credit union has been on a data processing system for a period of time, it is common not to use the system to its maximum efficiency. The Earnings Edge team member will review with the back office staff over the following areas:
- Review how they are performing daily/monthly reconciliations
- General ledger functions
- ACH Functions
- Accounts Payable
- Investments
- 5300 software
- Dashboards
- Enterprise Risk Management
- Compliance
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