CoRelation

• Support automation and lifecycle management of Corelation’s patching, upgrade, and system-maintenance tools. • Design, build, and maintain scripts and automated processes used by internal teams—and by clients—to upgrade, patch, and maintain RHEL-based environments. • Work collaboratively across Development, Hardware Services, and Client Support teams to build reliable and efficient processes for patching, upgrades, and system transitions. • Evaluate vendor updates and develop automation for internal and client use. • Maintain Corelation’s internal test systems and contribute to new projects requiring custom scripts or automation solutions.

• Responsible for successfully training clients in using KeyStone • Contributes to the design of training programs and course materials necessary to educate, train, and assist clients and employees in using KeyStone • Assist other Education team members in meeting the training initiatives of the Department • Ensure delivery and learning environment is adapted to each clients’ needs, whether onsite or remote • Develop and maintain an understanding of the KeyStone product • Create and maintain client training schedules • Inform credit union management of areas of development for students • Upload training related materials to client Confluence space • Develop strong relationships with each client and communicate feedback or concerns to manager promptly • Support monthly client Webex training

• Training client accounting staff on KeyStone functionality. • Supporting credit unions in balancing of clearing/suspense accounts. • Building of financial statements. • Serving as a remote resource, on-site as needed during conversion week. • Working closely with the client and mentor to understand the clients existing functionality and processes. • Consulting with client to configure existing processes to KeyStone. • Assisting client through the conversion process and providing training and/or support during and through post conversion. • Working with client on table mapping to the new GL chart of Accounts, GL Accrual types, A/P Vendors, Invoice Types, Work Queues. • Providing guidance in setting up batch jobs for all GL related functions. • Understanding and practicing basic concepts of database setup that require GL Information. • Providing training via Web-ex on KeyStone’s General Ledger product. • Traveling on-site for GL Conversion and support as needed. • Maintaining effective communication with clients and team members throughout the entire conversion process. • Identifying potential issues and ensuring proper resolution.

• Responsible for preparing the client for Keystone implementation through card product planning, card database configuration and card conversion data. • Works closely with the client and collaborates with other Card Analysts and Conversion departments. • Acts as the primary liaison between Card Services and Development. • Responsible for demonstrating initiative, collaboration and teamwork to build an in-depth knowledge base of the KeyStone product and card conversion processes. • Conducts card mapping, card setup and gathers specifications with additional assistance and guidance of senior Card Analysts. • Facilitates installations and tests new versions of the card related interfaces and application software. • Protects clients from errors by frequently troubleshooting and suggesting ways to improve product.