Experience

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  Webster First Federal Credit Union

  • Merrimac, Massachusetts, United States

  • Vice President Business Development - Boston Region

    • Mar 2018 - 2022
    • Merrimac, Massachusetts, United States

    • Served as an integral transition team member to merge Louise E Mills Federal Credit Union with Webster First Federal Credit Union and successfully retained customers (over 95% retention) and employees. • Achieved financial and business goals of securing $75K in consumer loans, $2.5M in real estate loans, and $3M in commercial loans. • Collaborated with a cross-functional team of VPs on a robust, comprehensive project to create a five-year strategic plan, including growth targets, a succession plan, and marketing initiatives. Presented plan to senior leaders for feedback and approval.

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  Louise E. Mills Federal Credit Union

  • Merrimac MA

  • Chief Executive Officer (CFO)

    • Jul 1991 - Mar 2018
    • Merrimac MA

    • Ensured that financial stability and customer satisfaction is commensurate with the best interest of the customers, employees, and the credit union. • Provides strategic direction, vision, leadership, and management in all functional areas. • Maintained National Credit Union Association (NCUA) rating between one and two for 23 years and maintained Capital at “Well Capitalized” NCUA level. • Served as a conduit and representative when communicating with the government and other regulatory agencies.• Implemented value-added products including ACH Origination, VISA credit card and check card, Virtual Branch, Bill-Pay, Person-to-Person, Account-to Account, E-statements, Student Loans, and Home Equity Loans.• Spearheaded a critical initiative to implement a data processing conversion from EDS to FISERV which resulted in significant expense reduction. • Implemented computer backup, shared drive, and cloud backup including both hardware and software. • Led one of the largest community food drives on record for “Our Neighbor’s Table” through the “Fill the Bus” campaign, doubling the amount of food donated.

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  Bank of Boston

  • Haverhill, Massachusetts, United States

  • Delegated Mortgage Loan Officer

    • 1986 - 1987
    • Haverhill, Massachusetts, United States