Risk Manager

• May 2018 - Present

Oversight responsibilities include compliance, audit, vendor management, risk management, corporate insurance and subpoenas for the credit union. Oversight responsibilities include compliance, audit, vendor management, risk management, corporate insurance and subpoenas for the credit union.

President

• Jul 2016 - Mar 2023

Vice President of Risk Management

• Dec 2016 - Apr 2018

Oversight responsibilities include compliance, audit, vendor management, enterprise risk management, corporate insurance, physical security and subpoenas for the credit union.

Vice President of Operational Support

• Aug 2014 - Dec 2016

Oversight responsibilities include marketing, training, documentation, procedures, process improvement as well as providing strategic support to the operational areas of the Credit Union.

Director of Training

• Dec 2013 - Aug 2014

VP, Project Manager

• Sep 2006 - Nov 2013

♦ Provided full project management life cycle expertise on a variety of corporate initiatives that improved operational efficiency, realized cost savings, or enhanced revenue, coordinating project between vendors, business units and Senior Management. ♦ Executed existing vendor management program as well as provided in depth analysis resulting in process improvements for business owner and efficiencies in the vendor management process. ♦ Provided project management team leadership for… Show more ♦ Provided full project management life cycle expertise on a variety of corporate initiatives that improved operational efficiency, realized cost savings, or enhanced revenue, coordinating project between vendors, business units and Senior Management. ♦ Executed existing vendor management program as well as provided in depth analysis resulting in process improvements for business owner and efficiencies in the vendor management process. ♦ Provided project management team leadership for implementation of new core computer system. Served as a release coordinator for ongoing system upgrades, maintained a release tracking mechanism to ensure all releases received, installed and that a coordinated effort of preparedness existed among the business units. ♦ Conducted bank-wide training sessions and created written documentation introducing new business process, as part of corporate initiatives. Served as independent consultant tasked with creating operational procedures for On-Line Banking department. ♦ Created process, policy, and procedures for assigning / documenting end user access to internal system and applications. Show less ♦ Provided full project management life cycle expertise on a variety of corporate initiatives that improved operational efficiency, realized cost savings, or enhanced revenue, coordinating project between vendors, business units and Senior Management. ♦ Executed existing vendor management program as well as provided in depth analysis resulting in process improvements for business owner and efficiencies in the vendor management process. ♦ Provided project management team leadership for… Show more ♦ Provided full project management life cycle expertise on a variety of corporate initiatives that improved operational efficiency, realized cost savings, or enhanced revenue, coordinating project between vendors, business units and Senior Management. ♦ Executed existing vendor management program as well as provided in depth analysis resulting in process improvements for business owner and efficiencies in the vendor management process. ♦ Provided project management team leadership for implementation of new core computer system. Served as a release coordinator for ongoing system upgrades, maintained a release tracking mechanism to ensure all releases received, installed and that a coordinated effort of preparedness existed among the business units. ♦ Conducted bank-wide training sessions and created written documentation introducing new business process, as part of corporate initiatives. Served as independent consultant tasked with creating operational procedures for On-Line Banking department. ♦ Created process, policy, and procedures for assigning / documenting end user access to internal system and applications. Show less

Credit Review Analyst / AVP

• 2003 - 2006

♦ Performed Credit Analysis of Sales Finance loans for compliance with established corporate policies and guidelines, communicated results and recommendations for remediation of credit decisions to Senior Management. ♦ Designed and implemented a monthly newsletter, for the entire company, which explained internal credit policies of the Sales Finance Department in a light and humorous manner. ♦ Performed Credit Analysis of Sales Finance loans for compliance with established corporate policies and guidelines, communicated results and recommendations for remediation of credit decisions to Senior Management. ♦ Designed and implemented a monthly newsletter, for the entire company, which explained internal credit policies of the Sales Finance Department in a light and humorous manner.

Student Loan Manager / AVP

• 1992 - 2003

♦ Managed the centralized Student Loan department, responsible for origination, disbursement, delivery, conversion to repayment, collection and default prevention / claim filing for the FFELP loans as well as a private loan. ♦ Developed process improvements that reduced the processing turnaround time by 50%. Additionally, through department reorganization, job duties were better aligned with staff skills resulting in streamlined operations and improved department efficiency. ♦ Developed… Show more ♦ Managed the centralized Student Loan department, responsible for origination, disbursement, delivery, conversion to repayment, collection and default prevention / claim filing for the FFELP loans as well as a private loan. ♦ Developed process improvements that reduced the processing turnaround time by 50%. Additionally, through department reorganization, job duties were better aligned with staff skills resulting in streamlined operations and improved department efficiency. ♦ Developed content and conducted public speaking engagements on “Paying for College” for audiences ranging from 10 to 500+ across Virginia, Maryland and Tennessee.

Financial Operations Manager / AVP

• 1989 - 1992

♦ Oversight responsibility for settlement of all loan and deposits general ledger accounts and problem resolution. ♦ Managerial responsibility of a staff of 18 including writing and conducting annual performance reviews, determining salary adjustment and addressing employment relations matters.

Bank Auditor (Supervising Sr. Auditor and Sr. Auditor)

• 1987 - 1989

♦ Served in a managerial capacity as Auditor in Charge while conducting Audits. Interacted with other departments and subsidiaries within the bank. Planned scope of work, manpower needed delegation of assignments, oversight and monitoring of staff assignments and progress, mentored junior members of the Audit Team. ♦ Responsible for completion of Audit within predefined time budget constraints, review of staff work papers, conducted closing Audit Interview and wrote the Audit Report for… Show more ♦ Served in a managerial capacity as Auditor in Charge while conducting Audits. Interacted with other departments and subsidiaries within the bank. Planned scope of work, manpower needed delegation of assignments, oversight and monitoring of staff assignments and progress, mentored junior members of the Audit Team. ♦ Responsible for completion of Audit within predefined time budget constraints, review of staff work papers, conducted closing Audit Interview and wrote the Audit Report for Senior Management approval.