Julie Shepherd
Senior Vice President at Sacramento Credit Union- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Sacramento Credit Union
-
United States
-
Banking
-
1 - 100 Employee
-
Senior Vice President
-
Mar 2022 - Present
Accomplished leader with over a decade of experience implementing successful strategies. Accomplished leader with over a decade of experience implementing successful strategies.
-
-
-
Travis Credit Union
-
United States
-
Financial Services
-
300 - 400 Employee
-
Vice President, Consumer Lending
-
Jan 2017 - Aug 2019
Assist with development and execution of strategic initiatives. Responsible for oversight of Consumer Lending, Mortgage Lending, Collections/Loss Mitigation, Consumer/Mortgage Loan Servicing andCard Services.Dedicated to serving the employees and members of Travis Credit Union and making a difference in our communities.
-
-
AVP, Loan Services
-
Mar 2014 - Aug 2019
Oversee management of Collections/Loss Mitigation, Card Services, and Consumer and Mortgage Loan Servicing.
-
-
-
-
VP, Retail Sales and Service
-
Dec 2012 - Mar 2014
Directed daily operations of branches and call center; Established, tracked, and reported sales activities for branches and call center; Served as NMLS administrator and BSA/OFAC Officer; Managed compliance. Directed daily operations of branches and call center; Established, tracked, and reported sales activities for branches and call center; Served as NMLS administrator and BSA/OFAC Officer; Managed compliance.
-
-
-
Patelco Credit Union
-
United States
-
Banking
-
700 & Above Employee
-
AVP/Director, Home Loans
-
Jul 2008 - Jul 2011
Directed daily operation of Home Loan Department; Responsible for directing management of processing, underwriting, servicing and secondary market teams. Directed daily operation of Home Loan Department; Responsible for directing management of processing, underwriting, servicing and secondary market teams.
-
-
-
Sterlent Credit Union
-
Banking
-
1 - 100 Employee
-
Sr. Vice President
-
Mar 2007 - Jul 2008
Provided general support for management of all credit union departments, and direct support and oversight for Lending, Card Services, Collections, Call Center, Branch Operations, and Compliance; Developed and tracked strategic initiatives, budget, and various projects. Provided general support for management of all credit union departments, and direct support and oversight for Lending, Card Services, Collections, Call Center, Branch Operations, and Compliance; Developed and tracked strategic initiatives, budget, and various projects.
-
-
-
Heritage Community Credit Union
-
Financial Services
-
1 - 100 Employee
-
Assistant Vice President
-
Aug 2002 - Feb 2007
Acted as chief underwriter for all mortgage and consumer loans; Established and maintainted the credit union's equity loan programs, policies and procedures. Acted as chief underwriter for all mortgage and consumer loans; Established and maintainted the credit union's equity loan programs, policies and procedures.
-
-
-
Golden 1 Credit Union
-
United States
-
Banking
-
700 & Above Employee
-
Manager, Equity Lending Division
-
Aug 1998 - Aug 2002
Established, reviewed, and maintained policies and procedures for various lending programs; Developed new loan products as dictated by market demand; Ensured compliance with all applicable rules and regulations. Established, reviewed, and maintained policies and procedures for various lending programs; Developed new loan products as dictated by market demand; Ensured compliance with all applicable rules and regulations.
-
-
-
-
Branch Operations Manager
-
May 1993 - Aug 1998
Managed/supervised up to 28 employees, including lending, new accounts and teller staff; Responsible for overseeing operations and sales of various Northern California branches. Managed/supervised up to 28 employees, including lending, new accounts and teller staff; Responsible for overseeing operations and sales of various Northern California branches.
-
-
Education
-
California State University-Sacramento
Business Management -
WCMS