Experience

Edwards Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• AVP Accounting

  • Mar 2022 - Present



Fontana Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• President/CEO

  • 2014 - Present

  Fontana is a full-service, 52-year old federal credit union with $13M in assets serving 1,700 members. Most recently, I reinvigorated and rapidly turned around this poorly performing credit union. To do this, I devised and implemented well-planned and executed business strategies that resolved entrenched problems, aligned operations with targeted objectives, and generated hundreds of thousands in new income and savings gains. Select Highlights — Ensured delivery of top-quality member services while helming all aspects of day-to-day operations. — Established a framework for strategic decision making by creating a mission statement, setting business goals, and defining benchmarks for ethics, culture, and standards. — Expanded product offerings and introduced a portfolio of new programs tailored to the needs of members; updated marketing material with new products and fresh content. — Outlined and launched marketing plan targeting new markets. — Advanced business profitability with well-informed and high-quality investment decisions. — Maximized performance and streamlined procedures; upheld adherence to legal regulations, industry guidelines, and internal policies. Show less



Western Federal Credit Union

• Banking
• 1 - 100 Employee

• Branch Manager/Supervisor

  • 2011 - 2014

  Western is one of the nation’s leading credit unions—with $2B in assets, branches nationwide, and 190,000 members. During this phase of my career, I directed a staff of 9 in fulfilling mission-aligned business, sales, and service objectives at a high-volume branch while I completed my undergraduate and graduate degree studies. Select Highlights — Continued to self-generate hundreds of thousands of dollars in loans each month while leading a team of loan officers in attaining their goals. — Nurtured a highly collaborative and customer-oriented culture by modeling exemplary behavior. — Optimized financial operations and results in a fast-paced setting by training and mentoring team in use of best practices and proactive strategies for capturing and retaining new business. Show less



POPA Federal Credit Union

• VP/COO

  • 1991 - 2010

  Full-service local credit union with $210M in assets serving 7,500 law enforcement professionals and associations. Earlier in my career, I gained extensive knowledge and experience in credit union operations, financial products and services, and accounting and IT functions while advancing through a series of progressive leadership roles. As COO, I provided executive vision, strategic planning, and technical know-how to spearhead substantial organizational advancement. I worked closely with and supported the Board of Directors in fulfilling their governance function. Select Highlights — Played a vital role in expanding from 1 branch to 4 and exponentially growing assets 16 fold. — Piloted creation and introduction of share draft, debit card, and automated clearing house (ACH) programs. — Staffed and trained personnel; opened and helmed operations for the San Dimas and Valencia branches. — Achieved 34% growth in assets annually for 5 years. — Boosted loan production 27% for 8 years. — Reduced negative balance accounts 15%. ===================== ADDITIONAL EXPERIENCE ===================== California Bear Credit Union, Los Angeles, CA Accoladed as Employee of the Year while serving as Supervisor of Member Services Cozy LA Cat Furniture, Los Angeles, CA Principal Partner / Chief Financial Officer (CFO) Show less