Operations Management / Sales Management / Branch Operations Credit union professional with 15+ year's management experience in operations, sales and branch management. Proven ability to impact business strategies by utilizing skills in analysis, sales, auditing, compliance, training, and project management. Successful record of combining vision, leadership, and critical thinking to achieve success.
•Twice Awarded Sales and Service Trophy as SECU Top Sales and Service Branch.
•Achieved 1st Place ranking; Member Satisfaction Surveys 17 total quarters.
•Presidents Club Winner, SECU Credit Union. Awarded for creating and coaching all sales training programs.
•SECU Presidents Commendation, awarded for taking the Leadership role in Sales Culture Implementation.
•Turquoise Award; Trainer of the Year; SECU Credit Union as voted by Peers.
•2-Time Employee of the Year, SECU Credit Union as voted by Peers.
* Routinely received an internal audit score of 0 compliance errors.
Provided In-depth analysis of sales, market, and production metrics. Analyzed financial data, produced forecasts of business and economic conditions. Developed studies: Loan Charge-Off Audits, Monthly New and Closed Member Study, Peer to Peer Study, Demographic Study, Performed all corporate metrics.
Developed the annual branch business plan for maximum profitability and effectiveness. Guided senior-level credit officer with complex loan applications. Actively recruited and oversaw training for all new branch employees.applications.
Instituted new policies and procedures and successfully brought The Main Office back to its former glory by implemented cash audit controls, improved operations, hired qualified personnel, performed analysis of sales, implemented sales tracking, trained staff on service delivery.
Monitored final phase of construction, resulting in solving several construction issues. Mediated resolutions. Created and implemented staffing model, security procedures, auditing controls, operational procedures, cash handling policies, and implement sales goals.
Served multi-role position; performed analytics on sales, production, service, staffing, and budgets. Spearheaded all sales and service initiatives in 16 branch network and worked with Sr. V.P. of Branch Operations and Area Managers improving performance on operational efficiencies, service delivery, budget adherence, and sales production. Initiated and maintained data bases on corporate and individual sales metrics. Designed sales tracking, developed and implemented sales goals for all front-line business units.
Currently Enrolled: Introduction to SQL, Intermediate SQL, and Project Management Series
MDDCCUA (Maryland-DC Credit Union Association) CUNA CPD (Credit Union National Association, Center for Professional Development), ASTD (American Society for Training Development), CUNA OpSS (Operations and Sales and Service Council), CUES (Credit Union Executive Society)
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