Jan provides the necessary support to management, portfolio managers and analysts to ensure delivery of high quality services for credit union clients. She is responsible for contract management, billing, and webinar organization and hosting. She also maintains up-to-date programs, procedures and policies and supports organizational initiatives.
Jan has worked in the credit union industry for more than 20 years. Prior to joining Balance Sheet Solutions, she was a Sales Account Team Specialist for CUNA Mutual Group.
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