Experience

Stanford Federal Credit Union

• Banking
• 100 - 200 Employee

• Residential Lending Equity Specialist

  • Oct 2018 - Present



San Mateo Credit Union

• United States
• Banking
• 100 - 200 Employee

• Branch Manager

  • Mar 2015 - Jun 2016

  Led branch of 13 employees to meet or exceed goals including 1.6M in consumer loans and 420K in real estate loans per month. Doubled real estate loan funding compared to prior year. Increased customer service results, facilitated four internal employee promotions, and improved team unity and morale. Led branch of 13 employees to meet or exceed goals including 1.6M in consumer loans and 420K in real estate loans per month. Doubled real estate loan funding compared to prior year. Increased customer service results, facilitated four internal employee promotions, and improved team unity and morale.



Patelco Credit Union

• United States
• Banking
• 700 & Above Employee

• Branch Supervisor

  • Nov 2013 - Mar 2015

  Support Branch Manager in developing a team within the branch that exceeds thresholds for sales, member service, audit and operations. Received award for Outstanding Contribution for 2014 for contributions to branch sales and service increases including 70% increase in auto loans and 40% increase in credit cards. Named MVP of my Region - 2nd Quarter 2014 for increasing sales and service while acting Branch Manager. Support Branch Manager in developing a team within the branch that exceeds thresholds for sales, member service, audit and operations. Received award for Outstanding Contribution for 2014 for contributions to branch sales and service increases including 70% increase in auto loans and 40% increase in credit cards. Named MVP of my Region - 2nd Quarter 2014 for increasing sales and service while acting Branch Manager.



Union Bank

• United States
• Banking
• 700 & Above Employee

• Operations Specialist

  • Oct 2011 - May 2013

  Assisted management with day-to-day branch operations and provided teller coaching and training.Participated in internal audits and process changes that led to branch achieving annual audit score of 99% in 2012.Coached tellers for sales referrals that contributed to branch ranking number one in organization for results to metrics in 2012.

• Senior Relationship Banker

  • Aug 2010 - Oct 2011

  Developed new and existing business and consumer banking relationships.Solicited and packaged consumer and business loans.Exceeded branch goal for business loans and cross sell target by leveraging relationships with branch partners.

• Customer Service Officer

  • Aug 2009 - Aug 2010

  Assisted management with day-to-day branch operations as an officer of the bank, with focus on customer service, promoting sales referrals, and mitigating risk.Coaching, training and implementing process changes led to branch being ranked number one in organization in branch operations and achieving 100% on customer service surveys for 2009.