Bio
Experience
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United States
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Banking
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100 - 200 Employee
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Vice President of Revenue
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Oct 2020 - Present
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AVP Risk Management
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Jul 2018 - Oct 2020
• Participation Loan Manager• Vendor Due Diligence Manager for Accounting Department• Manage ALM software• Assist in Asset Liability Management• Assist with CECL preparations• Assist in preparing NCUA Quarterly Call Report• Prepare multiple accounting and financial reports monthly and quarterly• Assist in preparation for internal and external audits• Assume responsibility for a variety of projects in the accounting department
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Assistant Vice President/Branch Manager
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Oct 2007 - Jul 2018
- Manage branch of nine employees, training, coaching, developing, and motivating them to offer outstanding member service, cross-sell consistently to attain branch goals, and operate in compliance with all policies, procedures, and federal regulations- Process and approve consumer loans, originate home equities and mortgages- Develop and maintain community relations through volunteer work, attending networking events, and calling on businesses in my field of membership- Achieve strong ROA by increasing efficiency, reducing costs, and growing loan portfolios to increase branch revenue
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Assistant Branch Manager
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Feb 1998 - Oct 2007
- Supervised the daily activities of the branch to ensure optimal customer service; designated responsibilities, scheduled branch staff, answered overdrafts, processed consumer loan applications, resolved customer issues at branch level- Interviewed, hired, trained, coached, and motivated staff to provide outstanding service, meet sales goals, and work effectively as a team- Issued performance evaluations and developed staff, provided disciplinary action when necessary to address staff or performance issues in a positive and effective manner- Assisted customers, opened accounts, cross-sold products and services, explained bank policies and procedures
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Education
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2013 - 2017Worcester State University
Master's degree, Business Administration and Management, Focus in Accounting -
1999 - 2007Worcester State University
Bachelor's degree, Business Administration and Management, General
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Industry Focus. “Banking and Financial Services.”
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