1. Daniela Lundy
7555 Delaware Street, Riverside, CA 951-970-1674 mobile dlundy33@gmail.com
Summary Seventeen years of credit union experience in all areas of Operations
including Teller, New Accounts, Loan, Electronic Services, Claims and
Disputes, Collections and Accounting departments. Computer literate,
organized, detail-oriented, effective communicator both in verbal and
written form, a quick learner, and a dependable team player who enjoys
problem-solving and research and who will bring new ideas to the table.
Experience 2012 – 2015 Independent Contractor – Bookkeeper,
Riverside, CA
Work from Home, Web-based
 Set up QuickBooks Pro Desktop and Online versions for small
company
 Data Entry for all financial transactions
 Complete Bank Reconciliations and Financial Statements
1994–2011 Visterra Credit Union, Riverside, CA
(Formerly Raincross Credit Union and Riverside Employees Credit Union)
Assistant Branch Manager
2007-2011
 Assist Branch Manager with operations of including supervision of 7-12
member staff, coaching, training and assessment, and manage branch in
the manager’s absence.
 Monitor/audit Financial Service Representatives and Tellers work,
performing backup assistance as needed, monitor compliance with
OFAC, BSA and credit union regulations and policies.
 Assist staff and members in solving complex account problems
 Assist management and staff in setting/achieving branch
performance/individual goals
Accounting Manager
2002-2007
 Prepare monthly Financial Statements and associated adjusting entries,
general ledger and bank reconcilements, and quarterly NCUA Call
Report.
 Post and reconcile ATM activity.
 Complete Annual Budget and assist in annual Business Plan preparation,
served on the ALCO committee.
Supervised 3 accounting employees daily, plus loan department
employees in the absence of the loan manager, and all staff in the
absence of the President/CEO.
Accounting Clerk
1996-2002
 Position responsibilities included ACH and ATM system transactions,
account disputes, minor collections, payroll deduction posting, general
ledger transaction posting, assist in general ledger reconcilement and
general member service.
 In addition to the regular responsibilities assisted in implementing a Visa
Debit Card program.
 Created the first Procedure Manual for the position.
 Trained a second Accounting Clerk and, at the same time, assisted in

2. Daniela Lundy
7555 Delaware Street, Riverside, CA 92504 (951) 970-1674 dlundy33@gmail.com
training of a newly hired Accounting Supervisor.
Teller
1994-1996
 Various account transactions involving cash, checks, money orders and
Traveler’s Cheques; Customer Service, research, filing and collections.
Education Bachelor of Science in Accounting June 2004, Graduated with Honors.
University of Phoenix, Ontario, CA
Awards
Accomplishments
 First Annual “Employee’s Choice Award”, Riverside Employees Credit
Union, February 1999, again February 2006.
 Served on the Board of Governors for the Tri-County Chapter of the
California Credit Union League, October 2004 to June 2006.
Languages Fluent in speaking, reading and writing English and German.
References References are available on request.