TruStage

- Implement new Automation to enhance user experience, coordinate communication, and decrease data-entry by 10%
- Salesforce Enhancements, Maintenance, and Testing
- Systems Administration and Support including Salesforce
- Converted Assets and Salesforce configurations to support brand transformation as part of a team initiative

Business Systems Administrator

Talent Stacker | Salesforce Career Development Program

- Using Agile Methodology, planned, executed, and controlled assigned projects, ensuring work
performed complied with contractual requirements.
- Closely collaborated with 4 project members to identify and prioritize over 60 business
requirements; met with client weekly to review
- Collectively provided End-user with 4 new recorded training videos at project-end
- Configured Automations using Flows and process builders, which either updated or created
records due to a record change or sent an e-mail alert to appropriate personnel
- Configured User Interface customizations and Validation Rules targeting specific record types;
all while providing a user-friendly experience while maintaining data security
- Customized Reports and Dashboards

Salesforce Certified Administrator / Salesforce Business Analyst

Clicked

I actively participated in the following career tracks:
- Business Analyst Team Sprint 
- Conducting Stakeholder Interviews as a Business Analyst
- Creating User Stories as a Salesforce Consultant
- Creating Personas as a Salesforce Consultant
- Data Analysis as a Salesforce Consultant
- Storytelling with Presentations as a Business Analyst

Clicked is a virtual work experience program that enables learners to access hands-on learning experiences to explore careers, build skills, and launch careers alongside corporate training partners and employers.

Clicked Learning Community Member

Big Horn Federal Savings Bank

- Analysis of credit applicants against company standards and credit guidelines
- Determination of credit offerings and mitigation of risk factors
- Team leader, meeting organizer
- Communication and collaboration between approving personnel and stakeholders.

Loan Officer

Baraga County Federal Credit Union

- Assisted Credit Union members with various financial needs and requests.  
- In the era of online banking, problem solving was a must.  
- Served as a liaison between management and third-party contacts to aid in the implementation of a Mortgage Lending program which broadened our lending abilities to serve members.

Member Service Representative | Mortgage Coordinator

Midwest Loan Solutions

- Processed mortgage applications, reviewed supporting documentation, and prepared files for closing.

Mortgage Loan Processor

Bank of Tennessee

- Supervised branch Sales Associates, ensured customer service, maintained the branch vault, and managed scheduling.  
- Ensured required audit information was accurate.

Sales Associate Manager

- Member service, processing transactions accurately, reconciling credit union checking accounts and general ledgers, opening accounts, 
- Maintained ATM function.
- Maintained company website.

Member Service Representative

As a Salesforce Certified Administrator with a rich background in financial services spanning over two decades, I seamlessly fuse industry expertise with Salesforce proficiency. Recognized for reliability, trustworthiness, and innovation, I bring a unique perspective to the dynamic world of Salesforce, ensuring adept problem-solving and personalized connections with clients.

In my continuous journey of enhancing my Salesforce knowledge, I actively engage in community groups and attend training seminars and conferences, ensuring that I stay at the forefront of industry advancements. I am a proud member of a Salesforce Professional Development Program, a pivotal resource that played a crucial role in my career transition and remains instrumental in building my network today. I firmly believe that effective communication with clients, coupled with a deep understanding of the "why" behind each challenge, is the cornerstone to delivering optimal solutions.

Outside of my passion for Salesforce, I enjoy daily walks with my dog, experiencing new destinations with my family, and savoring the beauty of the outdoors.

I’m happy to share that I’m completing my 4th week with my new position as Sr. Business Systems Administrator at TruStage! Been a busy summer and I'm excited for this next chapter.

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Heidi Schaefer's Linkedin Analytics

Heidi Schaefer

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