Experience

Brewery Credit Union
• United States
• Financial Services
• 1 - 100 Employee
• Vice President Operations

  • Jun 2023 - Present


Cardinal Marketing Group, LLC

• United States
• Operations Consulting

• President - Credit Union Consulting

  • May 2014 - Present

  Partner with credit unions to provide marketing, advertising, sales training, and strategic planning solutions. Partner with credit unions to provide marketing, advertising, sales training, and strategic planning solutions.



Racine Municipal Employees Credit Union

• United States
• 1 - 100 Employee

• Experience Officer

  • Jan 2023 - Jun 2023

  Primary responsibility of overseeing the operations in all user experience sectors including marketing, branding, staff training and engagement, technology, and virtual goods. The continued role is to ensure the success of these areas while simultaneously minimizing costs and producing a profit without the hindrance to the members and the Credit Union as a whole.

• Credit Union Marketing & Member Service Officer

  • Jan 2019 - Jan 2023

  Manage all aspects of the Credit Union's marketing and sales programs. Responsible for member experience in-branch and virtually. Fill in as loan officer and other support roles as needed.



AMI Information Systems

• United States
• Software Development
• 1 - 100 Employee

• Credit Union Client Conversions and Support

  • Jun 2014 - Jun 2018

  On site installation, training and support of core processing software for credit unions. Online and mobile banking software training and support. Back office processing of all electronic clearing items, including drafts, ach and debit cards. End of month/end of year processing, statement generation and 1099 statement generation. On site installation, training and support of core processing software for credit unions. Online and mobile banking software training and support. Back office processing of all electronic clearing items, including drafts, ach and debit cards. End of month/end of year processing, statement generation and 1099 statement generation.



Landmark Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Credit Union Assistant Branch Manager/Senior Loan Officer

  • Jan 2012 - Jun 2014

  Manage and motivate branch staff to meet sales goals in mortgages, loans, checking and investment services. Assist in the hiring of staff an perform annual reviews. Review/approve loans from loan officers and fill in as needed. Manage and motivate branch staff to meet sales goals in mortgages, loans, checking and investment services. Assist in the hiring of staff an perform annual reviews. Review/approve loans from loan officers and fill in as needed.



Co-Operative Credit Union

• 1 - 100 Employee

• Credit Union Marketing Director/Loan Officer

  • Mar 2008 - Apr 2012

  Manage department finances. Manage all creative workflow. Provide strategic oversight and creative direction. Creation and implementation of all radio, TV, and written advertisements. Creation and development of company web and social media sites. Develop and build corporate identity, brand standards, and processes. Ensure continuity of branding and messaging across all programs. Monitor and interpret industry trends. Manage new account trends. Manage department finances. Manage all creative workflow. Provide strategic oversight and creative direction. Creation and implementation of all radio, TV, and written advertisements. Creation and development of company web and social media sites. Develop and build corporate identity, brand standards, and processes. Ensure continuity of branding and messaging across all programs. Monitor and interpret industry trends. Manage new account trends.



Boucher Automotive Group

• United States
• Motor Vehicle Manufacturing
• 200 - 300 Employee

• Marketing and Human Resources Adminstrator (Saturn Division)

  • Sep 2007 - Jul 2008

  Organize new hire paperwork, orientations, trainings for four Saturn locations.Supervise sales/service employees regarding GM operations.Administer operation standards for all associates for four Saturn locations.Successfully organize team building functions and promote Saturn sponsored events.Work directly with Vice President to improve company standards and policies.

• Internet Sales Manager/Inventory Manager (Saturn Division)

  • Jan 2008 - Mar 2008

  Responsible for vehicle sales, leasing and financing over the internet.Assist customers with completing credit applications, obtaining approval, and financing options.Manage incoming and outgoing new and used vehicles.Shoot and upload vehicle photos to dealership websites.



CarMax

• Honduras
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Business Office Associate (Mentor)

  • Mar 2003 - Sep 2007

  Mentored new Business Office Associates. Opened and closed the business office. Reviewed and processed documents associated with customer's vehicle purchases. Assisted customers with questions on tag and title information. Prepared DMV documents. Interacted with sales staff. Obtained payoff information. Assisted purchasing team with appraisal purchases and in-store auctions. Handled accounts payable functions. Tendered cash transactions. Prepared bank deposits. Answered multi-line phone system. Show less