Member Solutions Manager

• Sep 2023 - Present

Financial Solutions Specialist III

• Feb 2023 - May 2023

AVP Member Solutions

• Jul 2020 - Oct 2022

Responsible for oversight of entire loan portfolio for federal credit union, including loan decisions, loan applications, loan adjustments, and managing delinquent loan accounts.Maintains the credit reporting system and confirms/corrects credit information to 3 credit bureaus. Provides loan tracking and research payoffs to regain lost business. Leads efforts on acquiring new products/services and maintains relationships with third party vendors to determine new avenues of financial and membership growth.Manages a team of individuals in a variety of roles including collections, member solutions, and daily teller lines. Trains and directs lenders on policy, procedures, and compliance issues regarding lending, escrow, collections, and member services. Coordinates foreclosures and with contractors for repair, as well as interested buyers to sell properties.Offers financial knowledge to members in the form of financial counseling, to assist with credit score increase, debt consolidation, and lifestyle planning. Reports directly to the CEO and collaborates on loans with senior management on a regular basis. Show less

Member Solutions Manager

• Jul 2016 - Jul 2020

Membership Chair

• Nov 2016 - Feb 2017

Responsible for connecting with all new members, maintain relationships and collaborating with peers to grow membership and expand services. Responsible for connecting with all new members, maintain relationships and collaborating with peers to grow membership and expand services.

Awards Committee Member

• Jul 2015 - Jun 2016

Responsible for judging and awarding a variety of awards and scholarships offered by the Association. These include: - William W Pratt Lifetime Achievement Award for Professional of the Year - Joseph A Moore Lifetime Achievement Award fot Volunteer of the Year - Dora Maxwell Award for Social Responsibility - Paul Kanjorski Young Professionals Scholarship for the CUNA Governmental Affairs Conference - Memorial Scholarships to the Judge/Bradley Leadership School Responsible for judging and awarding a variety of awards and scholarships offered by the Association. These include: - William W Pratt Lifetime Achievement Award for Professional of the Year - Joseph A Moore Lifetime Achievement Award fot Volunteer of the Year - Dora Maxwell Award for Social Responsibility - Paul Kanjorski Young Professionals Scholarship for the CUNA Governmental Affairs Conference - Memorial Scholarships to the Judge/Bradley Leadership School

Indirect Lending Specialist

• Jan 2015 - Jun 2016

Responsible for searching for cross-selling opportunities for the credit union. Researched members accounts and credit for ways to save members money and bring in new sources of revenue for the credit union. Processed loan applications from members to auto dealerships for lending decisions. Communicated with auto dealerships about loan terms and conditions. Worked with Indirect Lending Coordinator to find new and innovative ways to grow the department. Assisted in promotions to bring in additional revenue. Collaborated with collections to ensure the approval of good loans and to minimize losses by avoiding poor loans. Provided member services through answering questions and assisted contact center in answering phone questions. Acted as a member of a larger team and department to reach monthly, quarterly, and annual goals. Show less

Member Service Specialist

• Sep 2013 - Dec 2014

Responsible for answering incoming calls to the contact center regarding loan payments, account transactions, and general account questions. Relayed information on products/services within the credit union. Research member issues and worked toward applicable solutions for members. Communicated with members via live chat to reach solutions for their issues. Processed wires and performance account maintenance, as well as routine transactions via phone.

Member Service Representative

• Apr 2012 - Sep 2013

Performed routine teller transactions, including deposits and withdraws. Assisted members with any questions regarding their account and credit union services. Worked on basic account maintenance and new member applications. Cross sold various products and collaborated with team members to reach goals. Managed all ordering and storage for specific branch locations.

Vice Chair

• 2013 - Jun 2016

Oversee and direct Leadership Council in the Chair's absence. Coordinate meetings and conference calls. Work with our members, as well as the PCUA, to coordinate events. Oversee and direct Leadership Council in the Chair's absence. Coordinate meetings and conference calls. Work with our members, as well as the PCUA, to coordinate events.