Director Of Membership

• Apr 2022 - Present

Membership Development Manager

• Sep 2019 - Apr 2022

Member of executive management team. Assist in the development and implementation of policies and procedures relating to membership operations. Establish key financial strategies to enhance business profitability and membership expansion. Manage and oversee the effective execution of engagement plans to serve members throughout their life cycle and to successfully meet annual retention goals. Manage membership application process and evaluation with coordination of peer annual review.

Finance & Operations Manager

• Oct 2015 - Sep 2019

Member of executive management team. Manage accuracy of day to day activities in accounting, monthly and year-end bank reconciliations and financial statements. Prepare and monitor annual budget. Assist in the development and implementation of policies and procedures relating to financial management and accounting. Project management and human resource management including on-boarding, payroll processing, benefit coordination, driving culture initiatives, and performance development.

Marketing Specialist

• Jan 2010 - Dec 2014

Administrator of the organization's Intranet Portal. Administrator of Synapsys, our internal Customer Relationship Management system. Coordinator for data uploads and reporting to our member survey program, Net Promoter Score. Prepare and analyze reports to support marketing promotions and direct mailings. Provide training with regard to new marketing initiatives to staff within the credit union. Coordinate with IT and Accounting to maintain member information data. Collect market research information including demographic studies, computer analysis of members, and potential members through various tools. Assist in relationship management with initiatives to improve service and train team members. Event management in Southwest Michigan with planning, participation and sponsorship in our local communities.

Mortgage and Closing Manager/Processor

• Jun 2006 - Sep 2008

Pre-qualified customers and approved home starts based on credit worthiness. Coordinated with customers, title company, lenders and realtors to schedule closing appointments and prepare mortgage loan documents. Led team in producing, editing and implementing a Homeowner's Manual to assist customers with the build process of their homes. Provided leadership and training to the Closing Coordinator. Developed and maintained the ‘Preferred Lender’ relationship with banking partners to ensure loans processed and closed in accordance with established guidelines . Created and managed various reports and databases using Microsoft Excel and Microsoft Access.

Accounts Payable Specialist/Payroll Administrator

• Feb 2001 - Jun 2006

Supervised and coordinated activities in calculating, posting, verifying and typing duties to obtain and record financial data for use in maintaining accounting records. Compiled and sorted documents such as purchase orders, invoices and checks substantiating business transactions for vendors and subcontractors. Processed invoices, checks, account statements, reports and other records. Reconciled bank statements and prepared journal entries. Processed payroll weekly, bi-weekly and monthly for three different companies