VP - Lending & Branch Administration

• Nov 2020 - Present

Regional Manager

• Jan 2014 - Oct 2020

Branch Manager

• Dec 2009 - Jan 2014

Oversee daily operations of branch, monitor delinquency and charge-offs, monitor branch activity (including number of transactions and loan volume), maintain knowledge of credit union products/services in order to properly train and motivate staff to cross-serve, provide training to staff in regard to operations and policies, schedule/supervise/motivate branch staff to maintain superior member service, perform branch staff annual performance evaluations, ensure staff are executing cross-serve opportunities, responsible for employment process (interview, hire, and termination), and represent and promote the credit union within the business community. Show less

Mortgage Loan Administrator

• Jun 2006 - Dec 2009

Oversee mortgage department from origination to post-closing. Handle mortgage requests including but not limited to: originate, process, scheduling appraisals and closings, tracking loan revenue, post-closing, and referring business for other financial products. Initiate network with Board of Realtors to refer potential home buyers, attend employee fairs and new housing fairs for the local market.

Loan Officer

• Jan 2001 - May 2006

Interviewing members to determine their financial needs for all loans including 2nd mortgages and loan protection products such as disability/life insurance, GAP and MRC. Collections of delinquent account and repossessed vehicles. Manual underwriting, processing and closing the loan, title work, servicing loans, monitor loan files for audits

Senior Member Service Representative

• Feb 1999 - Dec 2000

Quality member service and supervision of front office and personnel. Deposits, withdrawals, IRA’s, loss prevention, branch cash management, account reconciliation, daily cash drawer reconciliation, recover teller outages, payrolls, various reports/audits, invoicing, supervision and cross-training of MSR's, and monitoring weekly referral goals to other lines of business. Coordinate membership drives and participate in on-site visits for new business and employee sign-ups.