Experience

General Electric Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Deposit Operations Supervisor

  • Sep 2022 - Present

  Blue Ash, Ohio, United States

• Specialized Accounts Analyst

  • Jul 2019 - Sep 2022

  Blue Ash, Ohio, United States

• Branch Manager

  • Aug 2016 - Jul 2019

  Mason, OH • Creating a strong sales and service culture where all associates work together to achieve business goals and provide the best client experience • Training and mentoring staff through regular sales meetings and one-on-one sessions on ways to increase membership and provide value • Led branch staff through complete core system conversion, Q2, 2017



WesBanco

• Banking
• 700 & Above Employee

• Personal Banker

  • Feb 2012 - Aug 2016

  Harrison, Ohio • Exceed branch and personal sales goals by providing superior customer service to current and potential bank clients. • Identify consumer needs and match bank products for all deposit and loan needs to become a trusted financial resource. • In the top 10% for consumer loan volume in the Southwest Region for 2013-2014. • Successfully cross-sold bank financial products to lead the region in business partner referrals YTD 2015.



Moore Financial Enterprises

• Regional Sales Manager

  • Jan 2005 - Sep 2007

  Regional Sales Manager (1/05-9/07) Hired, developed, and supported Account Executives in the Cincinnati and Dayton Ohio markets. Maintained Account Executive duties for 12 - 15 mortgage broker shops. Account Executive (5/03-1/05) Grew mortgage loan volume in the Cincinnati market through building and maintaining successful relationships with broker clients and effective collaboration with the internal sales team. **Named 2004 Salesperson of the Year by becoming the top-producing… Show more Regional Sales Manager (1/05-9/07) Hired, developed, and supported Account Executives in the Cincinnati and Dayton Ohio markets. Maintained Account Executive duties for 12 - 15 mortgage broker shops. Account Executive (5/03-1/05) Grew mortgage loan volume in the Cincinnati market through building and maintaining successful relationships with broker clients and effective collaboration with the internal sales team. **Named 2004 Salesperson of the Year by becoming the top-producing Account Executive **Consistently exceeded monthly sales expectations by over 20%. Underwriter(12/99-5/03) Managed loans from point of submission through close. Worked with loan officer to match product offerings to borrower needs. Ensured loan compliance with underwriting guidelines of outside investors. Communicated loan conditions for approval, cleared conditions, resolved issues, and coordinated closings. Loan Processor (3/99-12/99) Show less