Experience

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  Alta Vista Credit Union

  • United States
  • Government Administration
  • 1 - 100 Employee

  • Vice President of Brand Strategy

    • Jan 2022 - Present

  • Director of Brand Strategy

    • Dec 2019 - Jan 2022

  • Marketing Manager

    • May 2018 - Dec 2019

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  Thinkwise Credit Union

  • United States
  • Banking
  • 1 - 100 Employee

  • Marketing Manager

    • May 2013 - May 2018

    Manage data-driven campaigns for both member acquisition and retention, utilizing omni-channel marketing.Develop annual strategic marketing plans establishing short and long term objectives to align with credit union strategy.Lead Board of Directors through annual strategic planning sessions, driving industry leading ideas and strategy to bring Thinkwise Credit Union to the forefront of education based financial institutions.Forecast annual marketing budgets to maximize revenue while reducing operating expenses.Helped grow Thinkwise Credit Union assets by 9.7% and loans by 5% through transformational marketing and brand strategy in 2015.Define and enforce brand standards and guidelines for member facing communications and staff consistency.Transitioned stale campaigns from rate-based promotions into compelling branded mission-based marketing pieces.Created, Drive it Forward, a cause-based marketing promotion, empowering members to give back to the education community with each auto loan.Follow through on resolving member issues and concerns by working diligently with other staff and departments to full service member needs.Oversee social media content and engagement.Initiated a member service rewards program, enabling staff to recognize members during difficult or celebratory life moments.Review and approve vendor invoices ensuring accuracy, pricing, and completion of work.

  • Governor at Large

    • Mar 2015 - May 2016

    Volunteer position on the Board of Governors for the CCUL Tri-County Chapter.

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  Wood Ranch BBQ & Grill

  • Rancho Santa Margarita, Ca and Chino Hills, CA

  • Bartender

    • 2003 - 2013
    • Rancho Santa Margarita, Ca and Chino Hills, CA

    Between my time earning my undergrad from Arizona State University and beginning my full-time job with San Bernardino School Employees Federal Credit Union, Wood Ranch always took great care of me with a position as one of their bartenders. There was a five year gap in there while I lived in San Francisco and worked as a property manager and bartender that I was not an employee of Wood Ranch.

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  Players Sports Bar & Grill

  • San Francisco Bay Area

  • Bartender/Manager

    • 2010 - 2011
    • San Francisco Bay Area

    Led and coached restaurant team towards achieving exceptional guest service and employee satisfaction through understanding of products and the importance of trade brand building.Prioritize members first, serve them with a sense of urgency, accurately, and always creating a memorable service experience.

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  Urban Pioneer

  • San Francisco

  • Leasing Manager

    • Mar 2009 - Jun 2010
    • San Francisco

    Managed leasing staff and activity, while overseeing resident inquiries on items of deferred maintenance and resident accounting ledger activities.Kept confidentiality in the gathering of personal information to process rental applications by approving or denying applicants based on credit score, unlawful detainer actions, employment history, and landlord references.

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  CitiApartments

  • San Francisco

  • Asset Manager

    • Jan 2007 - Jan 2009
    • San Francisco

    Managed a portfolio of 58 multi-family residential buildings in the city of San Francisco, totaling over 1000 units, with a valuation of over $400MM.Managed the RFP process for an annual capital expense budget in excess of $7MM.Worked closely with legal department to avoid potential lawsuits through proactive case evaluation and settlement, attended settlement conferences and hearings at the San Francisco Rent Stabilization and Arbitration Board.Initiated green building practices at properties while completing light retrofits, and solar projects.Maintained a safe and secure living environment for residents by enforcing building standards, codes, certifications, and procedures that complied with San Francisco legal regulations.