Lisa McGarity, CCUFC

Business Development Manager at Advancial Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Katy, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Business Development Manager
      • Feb 2022 - Present

      Houston, Texas, United States

    • United States
    • Banking
    • 1 - 100 Employee
    • Director of Events
      • Aug 2021 - Present

      Katy, Texas

    • Marketing Supervisor
      • Nov 2018 - Jul 2021

      Katy, Texas

    • Membership Development
      • Sep 2017 - Nov 2018

      Katy, Texas

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Vice President/Membership Services
      • Jan 2016 - Sep 2017

      Rosenberg, Texas

    • Membership Director
      • Mar 2014 - Jan 2016

      Rosenberg, Texas

    • Director of Marketing
      • May 2013 - Dec 2013

      Houston, Texas Created new marketing material and sales collateral for offset and large format divisions. Produced high value sales proposals, presentations and financial analysis for customers to support new business activities. Proven track record for setting appointments with a history of consistently establishing new customer accounts. Responsible for creating web-ready optimized content for the new company website. Developed marketing and community outreach programs; increasing lead generation.

    • Business Development Manager
      • Dec 2012 - May 2013

      Houston, Texas Responsible for driving sales and increasing market share by identifying and engaging potential new customers; primary contact for existing national accounts in excess of 5 million annually. Generated estimates and created job tickets using EPRO software; worked closely with the accounting department to ensure accurate invoicing. Managed and tracked large format print projects; communicating with clients, graphic department and production team throughout entire project life-cycle… Show more Responsible for driving sales and increasing market share by identifying and engaging potential new customers; primary contact for existing national accounts in excess of 5 million annually. Generated estimates and created job tickets using EPRO software; worked closely with the accounting department to ensure accurate invoicing. Managed and tracked large format print projects; communicating with clients, graphic department and production team throughout entire project life-cycle. Project management included leading in the planning, directing, and coordination of customer sponsored events. Show less

    • Marketing and Operations Director
      • May 2007 - Jun 2011

      Katy, Texas Coordinated and implemented marketing communication projects with responsibilities that included public relations, special events management, advertising, and creating brand awareness. Responsible for planning events, attending functions and/or delegating sales representatives to attend events on the magazine’s behalf, discovering new networking opportunities and staying connected with the community. As Marketing and Operations Director, it was my goal to increase brand recognition while… Show more Coordinated and implemented marketing communication projects with responsibilities that included public relations, special events management, advertising, and creating brand awareness. Responsible for planning events, attending functions and/or delegating sales representatives to attend events on the magazine’s behalf, discovering new networking opportunities and staying connected with the community. As Marketing and Operations Director, it was my goal to increase brand recognition while driving new sales to each magazine. Worked closely with the sales representatives and the sales director, production team, distribution team and publisher striving to increase visibility in our targeted communities and generated sales by successfully negotiating partnership proposals and community sponsorships using marketing resource materials such as brochures, company data, photographs, displays and reports. Managed various day to day activities of the company's operations and budgetary functions. Assisted in evaluating current and proposed systems and procedures, recommending changes when necessary and assisted in implementation of new processes. Managed existing vendors, found new vendors, was resourceful in purchasing items or services for the magazines and consistently sought ways to reduce costs. Worked closely with the distribution supervisor to ensure that all magazines were circulated within the community by the close of each distribution cycle and that magazine racks were strategically placed throughout each targeted community. Show less

    • Individual and Family Services
    • 700 & Above Employee
    • Quality Assurance and Compliance
      • Jan 2005 - May 2007

      Houston, Texas Compiled an on-line State Funeral and Cemetery Laws and Regulations database. Coordinated point of purchase material needs with the company’s preferred national vendors for over 2,000 field locations. Responsible for purchasing merchandise and ensuring delivery to each field location. Maintained CS STARS Quality Assurance and Compliance Performance Audit database for over 2,000 nationwide field locations. Responsible for ensuring the accuracy of Phase II & III Cemetery Operations… Show more Compiled an on-line State Funeral and Cemetery Laws and Regulations database. Coordinated point of purchase material needs with the company’s preferred national vendors for over 2,000 field locations. Responsible for purchasing merchandise and ensuring delivery to each field location. Maintained CS STARS Quality Assurance and Compliance Performance Audit database for over 2,000 nationwide field locations. Responsible for ensuring the accuracy of Phase II & III Cemetery Operations audit findings. Established Crematory Permit filing system for over 120 nationwide locations based on state requirements. Show less

Education

  • McNeese State University

Community

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