Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alesha Mattson

Fairfield,CA

Summary

Dynamic and results-oriented professional with over 25 years of experience in credit union management and the insurance industry. Specializing in project management, strategic planning, and client relationship management. Proven ability to lead cross-functional teams, optimize sales strategies, streamline operations, and negotiate favorable terms. Seeking a Project Manager position to leverage my expertise in driving successful projects and delivering exceptional client solutions.

Overview

36
36
years of professional experience

Work History

P&C Insurance Agent

Redwood CU Insurance Services
07.2024 - Current
  • Guided clients through insurance policies for informed decisions.
  • Collaborate with branch managers and employees to meet sales goals.
  • Collaborate with cross-functional teams to build partnership and tackle complex projects, ensuring timely and within-budget delivery.
  • Optimized sales strategies with VPs, achieving regional targets.
  • Exceed sales targets through effective relationship management.
  • Conducted policy review and risk assessment to identify gaps and offering additional protection.
  • Negotiated better coverage and rates with underwriters..

Agency Owner-Broker

Symmetry Financial Group
12.2022 - 07.2024
  • Recommended life insurance policies and annuity products.
  • Engaged in business development and maintained industry knowledge.
  • Developed solutions to meet customer satisfaction.
  • Managed day-to-day operations and client relationships.

P&C Insurance Agent II

Liberty Mutual Insurance
04.2016 - 12.2022
  • Provided tailored insurance solutions for personal lines.
  • Worked with carriers for optimal coverage and premiums.
  • Managed policy renewals and educated clients on coverage.
  • Cross-sold insurance products to meet sales targets.
  • Assisted clients with claims and utilized CRM software for relationship management.
  • Developed portfolio through business development and Salesforce.
  • Maintained accurate transaction records, ensuring compliance with company policies and regulatory requirements.


Market Manager

Western Federal Credit Union
01.2015 - 08.2015
  • Directed sales and service for 10 retail branches.
  • Established and achieved branch goals.
  • Led business development and branch growth.
  • Trained and motivated teams to improve sales skills.
  • Streamlined processes to enhance efficiency and reduce costs.
  • Streamlined internal processes to enhance efficiency and reduce costs.
  • Improved customer satisfaction through effective feedback mechanisms and prompt issue resolution.
  • Collaborated with other departments to align company goals with market objectives.


AVP, Financial Center Manager

UNCLE Credit Union
11.2013 - 01.2015
  • Opened a new branch and managed overall sales and service.
  • Developed business and increased loans and membership.
  • Handled hiring, disciplinary actions, and terminations.
  • Ensured regulatory compliance and conducted audits.
  • Managed projects efficiently, ensuring timely delivery.

Regional Director of Branches

Patelco Credit Union
03.2007 - 10.2013
  • Managed performance and profitability of 10 branches.
  • Opened new branches and managed direct and indirect reports.
  • Implemented service and retention strategies to meet goals.
  • Evaluated profit and loss statements to ensure budget adherence.
  • Engaged in community involvement, marketing/communication committee, and HR employee development team.
  • Facilitated and collaborated with cross-functional team collaboration to tackle complex projects, ensuring timely and within-budget delivery.


Branch Manager

Star One Credit Union
08.2003 - 03.2007
  • Opened two new branches and ensured quality of sales and service.
  • Managed a team of 10 employees, overseeing hiring, disciplinary actions, and terminations.
  • Oversaw daily workflow, audits, and branch growth.
  • Evaluated employee performance through appraisals and feedback sessions.
  • Ensured streamlined operations for timely task execution and optimal resource allocation.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.

CEO/Manager

Palo Alto City Employees FCU
06.1989 - 08.2003
  • Managed a $18M Credit Union and supervised a team of eight employees.
  • Achieved company growth by implementing strategic plans.
  • Established strong relationships with customers and partners.
  • Managed financial, operational, and human resources to optimize performance.

Education

Certificate of Technical Studies - Project Management

Google Project Manager Certification Program
10-2025

Certified Facilitator for Sales & Service and Coaching program - Sales & Service

Integrity Solutions
Phoenix, AZ
01.2012

Diploma - Credit Union Management

Western Cuna Management School
Pomona, CA
01-2001

Associate of Science - General Studies

De Anza College
Cupertino, CA
01.1996

Skills

  • Client support
  • Licensed insurance agent
  • Professionalism and ethics
  • Project Management
  • Strategic Planning
  • Relationship Management
  • Sales Strategy Optimization
  • Client Consultation
  • Risk Assessment
  • Negotiation
  • Customer Service Excellence
  • Cross-functional Collaboration
  • Proficient with Microsoft Office
  • Proficient with Epic, Sales Force and Symitar

Timeline

P&C Insurance Agent

Redwood CU Insurance Services
07.2024 - Current

Agency Owner-Broker

Symmetry Financial Group
12.2022 - 07.2024

P&C Insurance Agent II

Liberty Mutual Insurance
04.2016 - 12.2022

Market Manager

Western Federal Credit Union
01.2015 - 08.2015

AVP, Financial Center Manager

UNCLE Credit Union
11.2013 - 01.2015

Regional Director of Branches

Patelco Credit Union
03.2007 - 10.2013

Branch Manager

Star One Credit Union
08.2003 - 03.2007

CEO/Manager

Palo Alto City Employees FCU
06.1989 - 08.2003

Certificate of Technical Studies - Project Management

Google Project Manager Certification Program

Certified Facilitator for Sales & Service and Coaching program - Sales & Service

Integrity Solutions

Diploma - Credit Union Management

Western Cuna Management School

Associate of Science - General Studies

De Anza College

Similar Profiles

CREATE PROFILE