Experience

• 

  Pathways Financial Credit Union

  • United States
  • Banking
  • 1 - 100 Employee

  • Vice President of Sales and Service

    • Aug 2022 - Present

    In a combined effort with the Operations Team, I have led multiple initiatives to enhanced productivity and goal accomplishment at the branches which has directly helped the credit union in meeting its strategic growth goals.I have worked in multiple cross-functional projects, including core conversion systems, the creation of a modern intranet platform to streamline communication and knowledge sharing, and the development of a successful referral program, driving new business opportunities and expanding our membership base.I continuously work with our team in overhauling operational procedures to optimize efficiency, resource utilization, and improve our team members experience in doing their job while serving our members. I continuously strive to drive innovation, maximize team potential, and exceed organizational objectives.

  • Director of Sales and Service

    • Aug 2017 - Aug 2022

    I spearheaded the creation of our Sales and Service division. By leveraging my extensive experience in team leadership, finance and project management, I worked alongside with the branch management team in creating and implementing multiple strategies to foster higher levels of team motivation and development, to promote goal attainment, and to ensure a steady high level of service to our members.I believe in the importance of promoting a culture of collaboration, development and synergy within the teams, which directly impacts team morale, productivity and goal accomplishment.

  • Branch Manager

    • Dec 2007 - Aug 2017

    Successfully led the administration and daily operations of the main and largest branch of the credit union. Supported organization's business goals by leading, coaching and motivating a group of 9 staff members in reaching sales objectives, meeting policies and guidelines, and promoting personal and professional growth. Participated in business development activities to increase credit union's presence and help to the community. Supported senior management in providing feedback and ideas on products and procedures for improvement and growth.

• 

  Western Credit Union, Inc

  • Latino Business Development Officer

    • Aug 2004 - Dec 2007

    Coordinated different initiatives to expand credit union services to the Hispanic community in the city. Participated in the process of customizing services and procedures to better fulfill the needs of the target audience. Represented the credit union in community events and financial education campaigns to increase name recognition and information to prospect members. Presented and obtained approval of grant funds from the Ohio Credit Union Foundation to develop a Financial Education Campaign in Spanish.

• 

  U.S. Bank

  • Columbus, Ohio

  • Universal Banker

    • Nov 2003 - Aug 2004
    • Columbus, Ohio

    Provided bilingual customer service and financial advice to Bank customers in reference with the different products and services. Supported the branch manager in meeting sale goals. Participated in Hispanic Initiative program designed to expand services to this community.

• 

  Comfandi

  • Colombia
  • Individual and Family Services
  • 700 & Above Employee

  • Acting Chief Financial Officer, Administrative Subdivision

    • Jun 1995 - Dec 1999

    I would routinely cover this position on an interim basis, in addition to my other duties, while the CFO was on extended leave or absences. In addition to my responsibilities as Treasury Director (below), I managed and planned the work of the Accounting Section, Treasury Section, Budget Section, and Credit Section. Four Direct Reports and 80 Staff Associates

  • Director Treasury Department

    • May 1992 - Dec 1999

    Company:Non-profit. The 3rd largest Compensation Fund Company in Colombia, with 3500 employees, and eight business units. Comfandi provides statutory employee benefit programs to over 385,000 affiliates of the 24,321 proprietary subscribing companies.Position:Responsible for managing all company funds and its financial investments for the different business units. Managed 32 staff associates. Planned and managed cash flow for each business unit. Chose investments and determined allocations. Negotiated investments and credit operations. Developed and implemented short- term financing programs per business unit. Managed the entire annual budget for the Treasury Section

• 

  Lloreda Grasas S.A.

  • Cali, Colombia, South America

  • Senior Financial Analyst

    • Oct 1989 - May 1992
    • Cali, Colombia, South America

    Company:Second largest edible oil manufacturing company in Latin America.