Andrea Boyce McDade

• Manage current SEG relationships via on-sites, enrollment sessions, financial workshops, to increase awareness and membership penetration
• Host or facilitate SEG events during and after normal business hours
• Track all SEG activities within the CRM system
• Seeks and identifies opportunities to market financial services to potential SEGS and members

Developed strong relationships with strategic partners and referral sources to drive mutual business growth opportunities

Strategy Development: Create and execute comprehensive marketing plans and strategies to promote products or services.

Market Analysis: Analyze consumer trends, industry research, and competitor data to identify new market opportunities.

Collaborated with cross-functional teams including Loan production support, underwriting, and Loan origination to ensure seamless onboarding of new clients

Maintained a robust pipeline of qualified leads through proactive prospecting and cold calling

Participated in ongoing training programs to enhance product knowledge, sales techniques, and industry trends

• Manages daily operations within two prospective locations in Cleveland Ohio
• Review loan packages for quality, having a good understanding of loan documents and regulations
• Interpretation of loan signings from underwriting and communicates thoroughly to the consumer regarding issues or next steps
• Accurately books all loans including lines of credit, limit increases, credit cards, unsecured, secured, and mortgage loans
• Ability to review and calculate collateral, DTI, and LTV
• Effective Communication understanding concepts, tools, and techniques
• Ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through appropriate communication behaviors
• Ability to empower and motivate associates to take over tasks and responsibilities to accomplish results
• Manages multiple objectives, groups, or activities between two locations prioritizing time allocation for these tasks
• Develops sales strategies, identifies market competition, and ensures the sales team executes these plans and stays focused on deepening client relationships
• Drives a platform team to build a strong pipeline of prospective clients
• Promote and drive the employee experience by retaining talent through coaching and development making talent development a priority for all team members

• Assist members with banking services such as Mortgages, underwriting of small loans within limits, personal loans, credit counseling
• Manage sales reports individually as well achieve monthly set goals by Director
• Adhere to all safety processes and procedures within branch setting
• Leadership and member support
• Originate, underwrite and disburse loans
• Accomplishments
• Learning the proper process of underwriting loans and member support services
• Skills Used
• Leadership, coaching and development of direct reports
• Implementing new solid ideas to promote credit unions bottom line growth

• Open and close branch
• Maintain operations daily....While coaching staff.....
• Consistently complete designated compliance training
• Schedule staff accordingly to the needs of the branch
• Review profit and loss share report quarterly
• Achieve set sales goal individually and as a branch
• Make business calls for future prospects and leads
• Adhere to ethical guidelines of company
• Accomplishments
• Ability to lead a team
• Increase productivity and profitability of the branch
• Gain new business relationships while building and maintaining current relationships with clients
• Skills Used
• Strong leadership
• Adaptability
• Integrity
• Willingness to learn new things while growing within a team

• Management of P&I
• Provide assistance to clients through consultative selling process
• Maintain daily operational duties
• Accomplishments
• Ability to connect and relationship build with clients to achieve goal of financial empowerment
• Skills Used
• Active listening
• Earning the right to advance in conversations
• Focus on what the benefits are for the client, what's the purpose, and check for clear understanding

• Input action plans for increasing growth and decreasing debt
• Daily review of profit and loss reports, daily sales, dormant customer lists, and customer call lists for growth opportunities
• Run customer transactions through service system
• Ability to coach a staff bringing forth necessary changes for team growth
• Implementing solid positive leadership and executing plans for sales goals
• Excellent verbal and communication skills
• Being able to set clear expectations, and provide follow-up with feedback
• Ability to complete projects and tasks accurately and in a timely matters

• Proactively suggested products to customers on platform
• Made daily marketing calls for follow-up, appointment setting, and relationship building
• Developed a strategic marketing campaign targeting accountants, attorneys, and medical professionals which has generated substantial referrals
• Made referrals to partners for business, merchant services, and mortgage representative for growth of the bank
• Flexible in running transactions on teller line, maintained a clear balancing record, while obtaining future referrals from line
• Assistant Branch Manager Cleveland, Ohio
• Created momentum in branch with contests
• Conducted business appointments and drive for new business customers
• Conducted weekly coaching sessions with platform staff
• Maintained weekly schedule for adequate coverage in branch
• Reviewed and directed daily operations, and strategically planned ways of improvement if needed
• Created strong drive in branch sales
• Ability to respond to reports and complete projects in a timely manner

• Suggested bank products to platform colleagues
• Maintained an acceptable balancing record
• Maintained daily operations and compliance with federal law
• Shadowed Assistant Manager on business calls
• Achieved and exceeded set referral goals