Executive Director, CEF of AAPOS

• Jun 2022 - Present

Executive Director

• Dec 2019 - Jun 2022

Since 1983 The Powell Medical Foundation has been committed to being the ‘helping hand’ to assist the Powell Hospital District and community through philanthropic support. As a non-profit, community-owned organization our mission is simple “to Educate, Advocate and Fund raise” in support of Powell Valley Healthcare. Since 1983 The Powell Medical Foundation has been committed to being the ‘helping hand’ to assist the Powell Hospital District and community through philanthropic support. As a non-profit, community-owned organization our mission is simple “to Educate, Advocate and Fund raise” in support of Powell Valley Healthcare.

Branch Manager - Multi Site, Assistant Vice President

• Sep 2018 - Dec 2019

As a dedicated problem solver and knowledgeable sales professional, I tremendously enjoy managing the client relationship and business development process. In this role, I am responsible for management and oversight of all functions, staffing, and daily operations of multi-site full service branches. Charged with achieving annual revenues, sales, and client satisfaction targets while minimizing operational losses. Effectively comprehends and communicates the mission of the bank, catalyzing client and staff success. ● Client Success: Actively listens to client and staff, working through processes to successfully find a middle ground so both parties feel like they have a “win”. ● Budgeting:​ Responsible for planning, implementation, and managing the operating and capital budgets, ensuring maximization of branch profitability. ● Sales: Cultivates and directs branch business through meeting with clients outside the branch, in-branch, and via targeted branch campaigns. Develops and oversees annual branch marketing plan ensuring goals are met. ● Staff Development: Promotes staff advancement through training and career planning. Guides staff in effective customer service, sales, and operational skills, resulting in branch success. Show less

Client Relations Manager

• Oct 2015 - Sep 2018

In this role I onboarded and oversaw local and ​remote-to-me temporary and contract staff throughout the states of South Dakota, Nebraska, Montana, and other regions as needed. Working with recruits, I ​provided leadership, guidance, and motivation; engaging my team in learning the ropes and delivering superior customer service. ● Budgeting:​ Responsible for monthly financial analysis and compliance with yearly budget. ● Customer Success: Listened to client and staff concerns, working through our processes to find a middle ground so both parties felt like they had a “win.” ● Social Media Marketing: Collaborated with Marketing Director for weekly YouTube videos that aided in temporary staff recruitment, and utilized Linkedin and Facebook to help reach potential clients and staff. ● Sales: Met with clients and visited Long Term Care, Hospital, and Assisted Living facilities to showcase temporary staff and the services offered. ● Recruiting: Listened to clients needs and then trained, coached, and mentored medical personnel and short-term staff to fill both per-diem and contract positions meeting client needs. Show less

Branch Manager

• Mar 2015 - Oct 2015

As the opening Branch Manager for a subprime personal loan company, I engaged vendors and customers directly. My work set the stage for the bank to establish long-term relationships and customer retention through providing excellent service in all customer interactions. Actively networked with the local community to cultivate new clients and initiate partner referrals. ● Business Development:​within four months of opening developed roughly $88k per month in revenues and an average ticket size of $1500. ● Customer Success: Accurately evaluated applications for finance; determining if they met credit guidelines; processed loans and collections of loans. ● Management: Maintained monthly branch financials; balanced books; and prepared reports for corporate headquarters. Show less

Vice President of Leasing

• 2014 - 2015

Employment Developed new business while working with our leasing team to provide marketing​, leasing and sales support to achieve organizational goals. Specialized in commercial finance transactions for both equipment dealers and lease brokers. Customer retention activities included Debt Consolidation, Re-Fi Programs, and Term Plus Program and Low Rates Employment Developed new business while working with our leasing team to provide marketing​, leasing and sales support to achieve organizational goals. Specialized in commercial finance transactions for both equipment dealers and lease brokers. Customer retention activities included Debt Consolidation, Re-Fi Programs, and Term Plus Program and Low Rates

Business Development

• 2001 - 2013

Promoted to progressively greater responsibilities, successfully cultivating Business-to-Business commercial equipment finance sales in the small/medium ticket market​. ​Focused on the customer lifecycle and risk mitigation from initial application review to management and recovery; including the restoration and remarketing of equipment from defaulted contracts. ● Management​: Lead a staff of 7+ individuals, responsible for both customer service and collection of all business to businesses lease, and finance agreements. ● Sales: Funded $8m to $10m per year; sold over $2m in used equipment in under two years; and, lead a team of 4+ Direct Sales Representatives for internal and remote to develop dealer/vendor programs to increase sales; ​Customer Success: Reduced delinquency from 8% to 2%; grew retail sales from an average of $300k per month to $1mm per month in less than four months. ● Marketing: ​Developed company marketing plan that included the redesign of logo, internal and external branding guidelines. ● Awards:​ Representative of the Year in 2004 & 2005. Show less