CoRelation

Analyst

• 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.

Card Analyst

Accounting Manager

• 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.

Accounting Analyst

DevOps Engineer

• 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.

DevOps Developer II

Learning and Development

• 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

Card Analyst

Accounting Analyst

DevOps Developer II

Software Training Specialist