Experience

Members Choice Credit Union (Houston, TX)

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Strategic Advancement

  • Apr 2023 - Present

  Develop and implement strategic plans. Identify and pursue new business opportunities, build relationships and partnerships, and manage fundraising and community development efforts. Analyze market trends and lead research and analysis efforts. Manage mergers and acquisitions. Develop and implement strategic plans. Identify and pursue new business opportunities, build relationships and partnerships, and manage fundraising and community development efforts. Analyze market trends and lead research and analysis efforts. Manage mergers and acquisitions.



OCCU | Oregon Community Credit Union

• United States
• Banking
• 200 - 300 Employee

• Vice President Of Retail Operations

  • Feb 2020 - Nov 2022

  Lead the retail branch network and Investment Services team, transaction delivery systems as well as the member experience and engagement. Working collaboratively with a team of more than 150 employees, I guide the sales and service experience driven by member needs and reflecting our core values. Additionally, I oversee product development, depository pricing and community development. Lead the retail branch network and Investment Services team, transaction delivery systems as well as the member experience and engagement. Working collaboratively with a team of more than 150 employees, I guide the sales and service experience driven by member needs and reflecting our core values. Additionally, I oversee product development, depository pricing and community development.



TDECU

• United States
• Financial Services
• 700 & Above Employee

• • 2016 - 2020

  Led mergers, acquisitions, new product development, revenue enhancement, and culture change. Partnered with business owners to develop business plans to meet strategic goals. Evaluated product journey maps to produce actionable initiatives to improve member and employee experience while increasing production and efficiency.➤ Focused on a sales culture change of emphasizing listening to members to identify needs and advocating for them to help improve financial wellness. Increased product penetration by more than 20% over five years.➤ Developed two unsecured loan products (Bump Back, Home Advantage) generating a significant increase in unsecured loans in past three years with below-average loan losses. ➤ Worked cross-functionally with marketing to develop new member on-boarding program increasing product adoption in members’ first year of membership by more than 24% from previous baseline.➤ Launched partnership with University of Houston. Leveraged on-campus initiatives as well as engagement with Alumni Association to grow brand awareness and production.➤ Completed 4 mergers and opened over 20 branches. Show less

• • 2011 - 2016

  Oversaw all retail, mortgage, and credit card lending, as well as mortgage servicing and ATM and debit card growth. Led four direct reports (one VP and three directors) and 80 employees in mortgage, mortgage servicing, and card services. Developed business plans, set goals, and held employees accountable for progress made in achieving action objectives. Board member on credit union’s title company CUSO.➤ Increased mortgage loan originations in two years to over $300,000,000 per year (126% increase).Grew unsecured loan portfolio to over $150,000,000 with net yield after charge-offs above peer.➤ Launched first known automatic monthly limit increase credit card for members to establish credit or with challenged credit.➤ Averaged over 500 new credit cards per month for past two years.➤ Ranked as 121st-largest credit card portfolio in the United States for all banks and credit unions with charge-off ratio below 1%. Show less

• • 2009 - 2011

  Directed all branch and contact center planning and implementation for credit union. Led four direct reports and 400 employees in retail operations, consumer lending, and phone contact center. Developed business plans, set goals, and achieved objectives. ➤ Increased recapture of auto loans originated at other financial institutions by more than 800% through targeted marketing as well as member and employee incentives. Improved net yield after charge-offs to market leading three years after launching initiative.➤ Modified lending guidelines reducing risk but continuing to allow for sustained loan-to-share ratio above 100%.➤ Voted locally as Best Financial Institution and Best Lender for four years consecutively.➤ Prioritized checking account growth, resulting in increasing checking accounts by 30% (24% excluding mergers) during 2009-2011. Show less



Space Coast Credit Union

• United States
• Banking
• 100 - 200 Employee

• Executive Vice President of Sales and Member Service

  • 2001 - 2009

  Managed all sales and member services planning and implementation for credit union. Supervised six direct reports and 500 employees in branch operations, card services, collections, consumer lending, marketing, investment services, fraud, security, loan servicing, mortgage lending, eCommerce, phone contact center, and retail operations. ➤ Served as Board Member on business services CUSO. ➤ Appointed by Board of Directors (with approval of state regulators) as Interim Chief Executive Officer from February 2008 to April 2009, as well as from July to September 2005 and July to October 2006. ➤ Reduced operating expenses in one year by $10,000,000 with minimal impact to member service while in capital restoration period. ➤ Launched Select Employee Group (SEG) credit union for Subway purchasing agent (IPC) as division of Eastern Financial Florida Credit Union. Show less



Service Credit Union

• United States
• Banking
• 300 - 400 Employee

• Vice President of Marketing

  • 1999 - 2001

  Led all marketing initiatives for United States and overseas credit union operations. Managed marketing staff of six in the United States and Germany. Directed new product development and implementation. ➤ Developed award-winning teens’ and children’s saving program. ➤ Developed checking account to meet specific needs of military members. Led all marketing initiatives for United States and overseas credit union operations. Managed marketing staff of six in the United States and Germany. Directed new product development and implementation. ➤ Developed award-winning teens’ and children’s saving program. ➤ Developed checking account to meet specific needs of military members.



Texas Bay Area Credit Union

• Pasadena, Texas, United States

• Vice President of Marketing/Services

  • 1991 - 1999

  Oversaw marketing, lending, collection, call center, and new accounts department. Analyzed financials and prepared goals and budgets for individual departments and credit union as a whole. Oversaw marketing, lending, collection, call center, and new accounts department. Analyzed financials and prepared goals and budgets for individual departments and credit union as a whole.



Six Flags

• United States
• Entertainment Providers
• 700 & Above Employee

• Full Time Supervisor Games and Attractions

  • 1983 - 1991

  Supervisor of Retail Operations for Six Flags Waterworld and Supervisor - Games and Attractions, Six Flags Astroworld. Supervisor of Retail Operations for Six Flags Waterworld and Supervisor - Games and Attractions, Six Flags Astroworld.