Experience

Summit Credit Union

• United States
• Banking
• 400 - 500 Employee

• Regional Partnership Manager

  • 2010 - Present

  Acquire, develop and maintain relationships with potential and current business partners in the Eastern half of NC (Greensboro to Wilmington). Acquire, develop and maintain relationships with potential and current business partners in the Eastern half of NC (Greensboro to Wilmington).



NAA Life

• United States
• Insurance
• 100 - 200 Employee

• Insurance Agent

  • Feb 2007 - Dec 2011

  Used mail-in and call-in leads along with warm market to set appointments and meet prospects interested in life insurance & fixed annuities. Primarily a mortgage protection and network marketing focused role. Built sizable, multi state team. Used mail-in and call-in leads along with warm market to set appointments and meet prospects interested in life insurance & fixed annuities. Primarily a mortgage protection and network marketing focused role. Built sizable, multi state team.



WSCEFCU

• Loan Officer

  • Jan 2008 - Nov 2010

  Interviewed applicants in person, over the phone. Processed all loan types, outside of 1st mortgages, from beginning to end. Of note: High Lending authority, NC Notary, and NC licensed life insurance & fixed annuity producer. Interviewed applicants in person, over the phone. Processed all loan types, outside of 1st mortgages, from beginning to end. Of note: High Lending authority, NC Notary, and NC licensed life insurance & fixed annuity producer.



Intercontintal Warranty Services, Inc.

• United States
• Insurance

• Regional Account Executive

  • Aug 2001 - May 2007

  Trained Credit Union lending staff of 12 different CU’s in four states how to offer extended warranties and GAP Insurance to members during the auto loan process. Facilitated personal and group training events to promote product knowledge, operating system comfort & solid sales. Trained Credit Union lending staff of 12 different CU’s in four states how to offer extended warranties and GAP Insurance to members during the auto loan process. Facilitated personal and group training events to promote product knowledge, operating system comfort & solid sales.



Truliant Federal Credit Union

• United States
• Banking
• 500 - 600 Employee

• Truliances/CUSO Trainer

  • Oct 1998 - Aug 2004

  Worked in the MSCC, Lending CC, where I Served as a Manager Trainee. I was finally promoted to this CUSO position where I assisted the entire CU on understanding and selling IWS GAP & warranty programs to members. I trained new hires on these and the Members Financial Services & CUABS offerings. Additionally, handled all reporting of sales and marketing of these. IWS eventuality wanted me to serve the other NC CUs using their program. Worked in the MSCC, Lending CC, where I Served as a Manager Trainee. I was finally promoted to this CUSO position where I assisted the entire CU on understanding and selling IWS GAP & warranty programs to members. I trained new hires on these and the Members Financial Services & CUABS offerings. Additionally, handled all reporting of sales and marketing of these. IWS eventuality wanted me to serve the other NC CUs using their program.