Experience

• 

  Point West Credit Union

  • United States
  • Banking
  • 1 - 100 Employee

  • Chief Innovation Officer

    • Nov 2021 - Present

    Responsible for credit union’s overarching strategic plan, organizational innovation, and program implementation. Oversee information security and technology, marketing and communications, community development and advocacy for the credit union. Work across departments to increase operational efficiencies and member satisfaction. Responsible for technology, product and service design and integration. Information Security Officer for the credit union.

  • Chief Operations Officer

    • Apr 2019 - Nov 2021

    Responsible for the credit union's operations, lending, marketing and technology departments. Developed highly capable team members and managers to deliver consistent service levels in an inclusive and equitable framework for underserved communities. Implement and oversee the credit union's critical systems and information security program. Devise budgets and loan targets, oversee credit underwriting criteria, develop and deliver marketing campaigns for current and prospective members. Build robust community relationships with mission aligned organizations to benefit the credit union's members and community.

  • Vice President Member Experience

    • Nov 2014 - Apr 2019

    Responsible for the credit union's operations, marketing, and technology departments. Developed highly capable team members and managers to deliver consistent service levels in an inclusive and equitable framework for underserved communities. Implement and oversee the credit union's critical systems and information security program. Devise budgets, develop, and deliver marketing campaigns for current and prospective members. Build robust community relationships with mission aligned organizations to benefit the credit union's members and community.

  • Marketing & Member Experience Manager

    • Sep 2013 - Nov 2014

    Responsible for the credit union's marketing and technology departments. Implement and oversee the credit union's critical systems and information security program. Devise budgets, develop, and deliver marketing campaigns for current and prospective members. Build robust community relationships with mission aligned organizations to benefit the credit union's members and community.

• 

  Valley Credit Union, Salem Oregon

  • Vice President of Member Relations

    • Sep 2009 - Sep 2013

    Managed marketing, communications and community relations resulting in membership and loan portfolio growth. Designed and implemented a strong, consistent brand for the credit union. Demonstrated initiative and flexibility as lead on credit union projects, including document compliance, disaster recovery, mobile banking, credit union advocacy, IT systems and more. Supervised departments critical to operation of the credit union, including frontline (teller) operations and Information Technology. Mentored and developed Lead Teller into highly effective Member Service Manager.

• 

  Lime Financial

  • Marketing Manager

    • Jul 2004 - Feb 2009

    Manager for company's 7-person marketing department. Lead creative designer for company. Duties included graphic design, video creation and editing, working with 3rd party vendors designing promotional materials and communication systems, writing for departmental and company projects, website and company Intranet management, providing materials and marketing support to a nationwide sales force, tradeshow support, events support and logistics and preparing executive documents and presentations

• 

  Oregon State University

  • Multimedia Specialist - Dept. of Rangeland Resources

    • Jan 2001 - Jun 2004

    Developed and created web-based and non-web-based media for the department. Provided oversight and guidance on other media projectsMaintained computers on the departmental network (hardware and software)