Bio
Credentials
-
CCUE
Credit Union National AssociationJul, 2018- Apr, 2026
Experience
-
-
United States
-
Banking
-
100 - 200 Employee
-
Vice President Payments
-
Feb 2024 - Present
Credit Cards, Debit Cards, Wire Transfers, ACH, etc.
-
-
Vice President Card Services
-
Sep 2021 - Feb 2024
-
-
AVP, Strategic Initiatives
-
Nov 2018 - Sep 2021
-
-
Director of Project Management
-
Oct 2017 - Nov 2018
Leading teams in the project management process, including: Stakeholder discovery, defining project scope, assessing risks, creating a project schedule and plan, communicating with Stakeholders, executing the project plan by monitoring and keeping team members accountable to project assignments, and closing out the project upon completion.
-
-
Corporate Sales & Service Manager
-
Apr 2013 - Oct 2017
Coaching employees how to discover members’ needs and wants, and responding through planned, personalized communication. Ultimately, fulfilling members’ needs and wants with relevant and beneficial products and services.
-
Security Service Federal Credit Union
-
Northern Utah
-
AVP Member Service
-
Dec 2010 - Mar 2013
-
Northern Utah
District Manager overseeing seven branches in Salt Lake County in multiple components of the credit union, including Sales and Service, Operational Soundness, Staff Development, and Community Involvement.
-
-
Operations Manager
-
Oct 2006 - Dec 2010
Supervised electronic services department, which administers ACH, wire transfers, debit card and ATM management, and check processing. Managed internet banking, including Bill-pay, e-statements, and funds transfer. Managed business cash management services.
-
-
Project Manager
-
2002 - 2006
Implemented new products and services within the Credit Union, including chairing multiple decision making committees, training employees, organizing timetables, and leading each project to completion. Managed all IRA accounts, including 70 1/2 distributions, reporting, and branch support. Managed internet banking and related products and services. Authorized and approved new commercial accounts.
-
-
Education
-
2016 - 2018CUNA Management School, Wisconsin School of Business and the Credit Union National Association
Certified Credit Union Executive (CCUE), Graduated with Honors -
1997 - 2000University of Utah
Bachelor’s Degree, Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community