VP of Marketing and Business Development

• Feb 2022 - Present

Business Development Director / Certified Credit Union Financial Counselor / CULAC Board of Trustees

• Jul 2002 - Feb 2022

Business Development Director – March 2013 – Present Credit Union Business Development Professional / Certified Credit Union Financial Counselor. Provide financial education opportunities in the community for youth and adults by visiting their schools and / or place of business. Maintain current and develop new relationships with Select Employee Group contacts. Increase lending portfolio by generating new lending opportunities for branch staff. Promote staff engagement / referrals to increase lending by recapturing loans as well as training staff on member retention and relationship building. Also, responsible for Political Advocacy duties with the Carolinas Credit Union League and on the CUNA CULAC Board of Trustees.Branch Manager – January 2005 – March 2013 Supervision and management of daily office operations, Employee Performance Evaluations, Goal Setting, Loan Origination, Credit Approval, Funding and Service, Collections and Customer Service both in branch and over the phone. Business and Community Development duties including relationship building with Select Employee Group contacts and Indirect Lending dealers. Loan Officer – July 2002 – January 2005 Extensive customer service to including loan origination and loan processing of both personal and real estate secured loans, collections, sale of protective coverage on customer’s accounts, acquisition of new lending business, reporting directly to Branch Manager. Show less

Adjunct Instructor

• Aug 2022 - Present

Introduce students to concepts, models and practices of leadership that are effective in governmental, business, civic, community, and political organizations. Introduce students to concepts, models and practices of leadership that are effective in governmental, business, civic, community, and political organizations.

Assistant Manager

• Mar 1999 - Jul 2002

Duties included: extensive customer service to include loan origination and loan processing of both personal and real estate secured loans, collections, sale of protective coverage on customer's accounts, handling sales finance and dealer applications, set-up and acquisition of new dealer business, reporting directly to Branch and District Managers on office sales, and production and loan volume. Duties included: extensive customer service to include loan origination and loan processing of both personal and real estate secured loans, collections, sale of protective coverage on customer's accounts, handling sales finance and dealer applications, set-up and acquisition of new dealer business, reporting directly to Branch and District Managers on office sales, and production and loan volume.

Loan Officer

• Jul 1998 - Mar 1999

Duties included: loan origination, loan processing, setting up client's financing by coordinating activity between the client and appraisers, attorneys, title companies, insurance agents, and lenders. Duties included: loan origination, loan processing, setting up client's financing by coordinating activity between the client and appraisers, attorneys, title companies, insurance agents, and lenders.

Branch Manager

• Mar 1995 - Jul 1998

Duties included: Supervision and management of daily office operations, extensive customer service both in the office and via telephone, maintaining customer accounts and collections, and implementing branch office marketing plans to promote customer referrals and increase office revenues. Duties included: Supervision and management of daily office operations, extensive customer service both in the office and via telephone, maintaining customer accounts and collections, and implementing branch office marketing plans to promote customer referrals and increase office revenues.