Andrea Boyce McDade
Mayfield Heights,OH
Overview
17
17
years of professional experience
1
1
Certification
Work History
Business Development Officer
Century Federal Credit Union
- Current
- 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
Branch Manager
Century Federal Credit Union
04.2019 - 06.2024
- 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
Member Service Representative
Century Federal Credit Union
08.2016 - 04.2019
- 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
Assistant Branch Manager
US BANK
02.2015 - 04.2016
- 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
Personal Banker
Fifth Third Bank
01.2014 - 01.2015
- 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
Branch Manager
Dollar Financial Group
10.2013 - 01.2014
- 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
Assistant Branch Manager
Charter One Bank
01.2010 - 01.2013
- 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
Teller I
PNC Bank
01.2008 - 01.2010
- 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
Education
Diploma - undefined
Beachwood High School
01.2004
Skills
- Loan Officer Experience
- Credit Union (3 years)
- Underwriting
- Account Management
- Microsoft Excel
- Sales
- Fair Housing regulations
- Compliance management
- Brand Management (5 years)
- Loan Origination
- Call Center (1 year)
- Computer skills
- Management
- Credit Analysis
- Leadership
- Business development
- Cash handling
- Strategic Planning
- Financial services
- Customer Service (10 years)
- Communication skills
- Banking
- Business Development
- Supervising experience
- Bank Teller (10 years)
- Microsoft Office
- Financial Services
- CRM Software
- Fraud prevention and detection
Certification
- NMLS
- January2025 to Present
- 751821
- Ohio Notary
- October2024 to October2028
Affiliations
- American Bankers Association
- Present
Additional Information
- NMLS certified
- Medallion Certified
Timeline
Branch Manager
Century Federal Credit Union
04.2019 - 06.2024
Member Service Representative
Century Federal Credit Union
08.2016 - 04.2019
Assistant Branch Manager
US BANK
02.2015 - 04.2016
Personal Banker
Fifth Third Bank
01.2014 - 01.2015
Branch Manager
Dollar Financial Group
10.2013 - 01.2014
Assistant Branch Manager
Charter One Bank
01.2010 - 01.2013
Teller I
PNC Bank
01.2008 - 01.2010
Business Development Officer
Century Federal Credit Union
- Current
Diploma - undefined
Beachwood High School