Andrew Perez

• Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
• Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
• Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
• Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.
• Championed the adoption of new technology solutions to streamline operations, automate manual tasks, and improve overall efficiency levels.

Responsible for the development, implementation and achievement of short and long-range policies, budgets and strategic operating objectives for the organization. Represents the organization to external

stakeholders.

Completed required reporting to the Board of directors monthly.

Completed regulatory reporting weekly and quarterly as required.

• Established foundational processes for business operations.
• Negotiated favorable contracts with suppliers and vendors, ensuring cost-effective procurement processes.
• Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
• Identified new revenue generation opportunities to maximize bottom-line profitability.
• Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.

• Accountable for day-to-day operations of the Bossier branch and assisting the CEO with managerial and administrative functions
• Communicate between the branch, management, and the board by preparing daily, weekly, and/or month-end reports regarding operations and productivity
• Formulate recommendations and provide feedback to management regarding operational policies and procedures
• Responsible for control over audit procedures to ensure compliance with controls
• If weaknesses are identified, reports them to the CEO
• Monitors office activity, including number of transactions, loan volume, sales volume, etc
• Maintains knowledge of the Credit Union's products and services in order to efficiently train and motivate staff to cross-sell
• Represent and promote the Credit Union within the business community.

• Responsible for all collection duties for the credit union
• Duties include contacting members, offset of funds, skip tracing, repossession (by third party), and filing suit if needed
• Overseeing the sale and advertisement of repossessed vehicles
• Reviewing collections with other collectors
• Calling on delinquent accounts and mailing delinquent notices
• Filing bankruptcy claims and monitoring e-oscar for credit disputes
• Responsible for reporting to the CEO and the board on status of collections.

• Responsible for completing reports for board packet
• Reports included property in repossession, property sold, charge-off reports, and report summaries
• Primary contact person for Recovery Company and Auction Company
• Responsible for completing bid sheets and monitor the sale of vehicles for recovery
• Complete all collection calls in a timely manner
• Perform skip trace and complete attorney referrals for judgements, suits, executor process and bankruptcy
• Responsible for reviewing past due reports on a daily basis with collectors and review accounts that need to be sent to our legal department or for repossession
• Responsible for sending all late notices and demand letters as well as working out payment arrangements with members who promise to pay.

• Reviewed mortgage loans submitted by loan originators
• Contacted member when more information was needed
• Responsible for working with appraise and preparing loan file for the mortgage underwriter.

• Facilitated new hire and refresher training classes for call center associates including Customer Service Agents and Front Line Managers
• Collaborated with other work groups within customer service to ensure learning objectives and goals are clearly defined and address business needs
• Designed and developed audience-appropriate training tools, including instructor-led programs, on-the-job practice, self-paced exercises and written communications
• Formed lesson plans that included exercises on live accounts, quizzes, and role-playing scenarios that actively engage new hire associates, to create real world experiences
• Collaborated with call center support staff to discuss problems, strategies and the implementation of new policies.

• Responsible for opening & closing of store including preparing bank deposit, counting till, performing inventory, entering customer payments into computer system
• Managed and trained three employees and also trained personnel to perform the above duties
• Scheduled man hours, budgeted, ordered inventory, and merchandised showroom which included setting up attractive layout of furniture and merchandise in store showroom
• Duties also included customer service, sales, marketing, vehicle care, and performance checks on merchandise
• Responsible for collections, including calling customer at home or work and verifying customer references and employment
• Also in charge of reinstating customer accounts and setting up payment plans
• Received Employee of the Year award in 2000.