Experience

Arbor Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Chief Financial Officer

  • Sep 2002 - Present

• Vice President-Finance

  • Sep 2002 - Present

  Vice President of Finance providing fiscal leadership, as well as, managing financial and regulatory reporting, and the implementation of a formal Asset Liability Management (ALM) program. Expert in increasing revenue through active asset and liability management and implementation of non-interest income products and services. Decreased expenses through cost control methods relating to salary and benefits, streamlining operations, and vendor management. Notable Accomplishments:• Skilled at creating and implementing strategic plans. • Coordinated and facilitated the expansion of charter to community charter.• Managed merger with local credit union.• Created a disciplined approach to pricing lending and saving products.• Converted debit card platform from CO-OP services to Vantiv. Negotiated a contract extension producing over $125,000 in cost reductions over the term of the contract. • Secured a marketing agreement with Visa bringing in over $50,000 in revenue.• Renegotiated CSCU Visa contract to save over $75,000 annually.• Successful NCUA Capital Market Exam focusing on interest rate risk.• Instituted ACH origination program. • Formed a card services department (Credit and Debit) creating efficiencies.• Initiated bi-weekly Vice President meetings (departmental communication).• Communicate with the Board of Directors on a monthly basis on overall risk present in the credit union’s current balance sheet. Show less


Greater Southwest Chapter of Credit Unions
• Financial Services
• Chairman

  • 2004 - Mar 2015


Doeren Mayhew

• United States
• Accounting
• 200 - 300 Employee

• Senior Auditor

  • Sep 1999 - Sep 2002

  Senior auditor in charge of conducting audits and implementing “best practices” for clients of various asset sizes. Increased client engagements on the west side of the state. Notable Accomplishments: • Assisted in credit union strategic planning. • Consulted with credit unions regarding “Best Practices”. • Communicated findings and recommendations to Credit Union Management and Board of Directors. • Increased revenue by providing additional service recommendations to clients. • Led audit division in chargeable hours two consecutive years. • Coached other auditors in client communications. Show less