Dynamic and detail-oriented professional with over 10 years of progressive experience in financial services, team leadership, and community engagement. Proven expertise in budgeting, financial analysis, account reconciliation, and operational oversight, paired with a strong foundation in staff development, project coordination, and compliance. Adept at building relationships across diverse communities, leading process improvements, and providing client-centered solutions with empathy and accountability. Recognized for balancing strategic thinking with hands-on execution in both technical and service-driven environments.
Overview
11
11
years of professional experience
Work History
Assistant Manager
Oregon State Credit Union
07.2014 - Current
Managed, trained, and developed employees; conducted performance reviews and coached staff toward operational excellence and promotion readiness
Fostered a collaborative and accountable team culture, consistently meeting branch service and loan production goals
Oversaw hiring, onboarding, and corrective action processes aligned with HR policy and organizational goals
Created and monitored annual branch budgets; tracked actuals against projections and provided variance explanations to management
Reviewed financial documents and reconciled internal ledgers; resolved member account discrepancies involving charges, payments, and AP/AR issues
Conducted internal audits of drawers, vaults, and branch assets; ensured compliance with regulations and internal controls
Generated and analyzed reports related to branch financial activity, operational performance, and loan metrics
Led testing and procedural development during core system conversion; collaborated with executives, IT, and training teams
Developed test plans, validated workflows, and ensured operational accuracy during rollout
Created internal procedures and process documentation to support team adaptation and compliance post-implementation
Supported change management efforts during policy, product, and technology transitions
Balanced daily cash operations, including recyclers, coin machines, and vault oversight
Ensured accuracy of financial transactions, approvals, and document retention
Provided high-level member support, handling escalated service issues with professionalism and care