The CU Guide to Navigating Chargebacks

About the Podcast

Oftentimes, credit unions and community financial institutions rely heavily on processors to handle claims and perform chargebacks. While this isn’t a problem in and of itself, it can result in a limited line-of-sight to chargeback performance. Join our discussion to find out our recommended methods to remedy this, and how best to implement them at your institution.

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Presented By

Katie Steel
Katie Steel

Senior Managing Consultant, North America | Mastercard

With more than 16 years experience in the payment card industry, Katie is proficient in transactional rule optimization, operational workflows, cardholder authentication, and various industry tools pertaining to Fraud and Claims. She joined Mastercard in 2016 from Bank of America where she was a Vice President with management and individual contributor responsibilities that included strategies, operations, policy, vendor management, and quality assurance for all card portfolio types and some deposit products. Katie’s current responsibilities as a Senior Managing Consultant include leading client engagements related to Fraud and Claims intended to provide brand-agnostic guidance and recommendations related to people, processes, systems and more based on both quantitative and qualitative analysis.