Summary
Overview
Work History
Education
Skills
Timeline
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Caan Nguyen

3111 Vinifera Drive,CA

Summary

Experienced leader with 20+ years of experience specializing in Lending. My skills are to manage an organization's day-to-day operations, financial structure, ongoing corporate current and future strategy, and efficiency are my greatest strengths.

Overview

11
11
years of professional experience
1
1
year of post-secondary education

Work History

Senior Director of Customer Success

Eltropy
Milpitas, CA
10.2021 - Current

Building and maintaining relationship for $1+ billion credit unions for expansion.

Vice President of Lending

PremierOne Credit Union
San Jose, CA
01.2021 - 09.2021

Oversee consumer, real estate, indirect, and collection departments.

<p>Director of Lending</p> <p></p>

KeyPoint Credit Union
02.2020 - 11.2020
  • Oversee Consumer, HELOC, and Student Loan
  • Assist in building efficiency for the Digital Lending Team
  • Help build lending training and member engagement for the branches

<p>AVP, Consumer Lending</p> <p></p>

Santa Clara County Federal Credit Union
05.2019 - 01.2020

  • Oversee Consumer Lending Team
  • Oversee the lending and member engagement training with the seven branches

<p>VP Lending</p> <p></p>

OE Federal Credit Union
09.2017 - 04.2019
  • Oversee Consumer Lending Team, Real Estate Team, and Member Relations Team
  • Oversee the lending training, member engagement, and developing the sales culture for the 23 branches since 2015
  • Part of the Strategic Planning, Executive, and ALCO team
  • Expand Indirect to 11 states

  • Significant increased in indirect funding, year over year (2011-2018)

  • Completed 5 different mergers since my tenure at the credit union


  • Oversee budget and planning for all 3 departments

<p>Director of Lending</p> <p></p>

OE Federal Credit Union
06.2016 - 09.2017
  • Oversee a talented team of 18

<p>Lending Services Manager</p> <p></p>

OE Federal Credit Union
02.2014 - 06.2016
  • Oversee and motivate a team of 11 loan officers and processors as well as the Assistant Lending Manager in the Consumer Lending Department
  • Oversees the Indirect program and creates new ideas to generate more business
  • Provide rates increase or decrease recommendation to ALCO
  • Assists and has developed written Loan Policy and Procedures for Consumer Loans
  • Develops and maintains relationships with Balance, dealerships, and other vendors
  • Streamline more efficient ways for Lending staff to decision loans quicker
  • Assisted and created Rate Matrix and Product Configuration with the core system.
  • Heavily involved in the last 2 mergers


<p>Assistant Lending Services Manager</p> <p></p>

OE Federal Credit Union
04.2011 - 02.2014

  • Supervised a team of 10 loan officers and processors in the Consumer Lending Department
  • Worked with underwriting teams, resolving concerns and questions; assessed internal reviews for acceptability; provided support and mentoring to loan processors and loan officers
  • Managed the lending staff to identify, recommend, and seek alternative loan requirements, funding and/or loan-structuring solutions
  • Educated the lending staff to provide detailed recommendations on risk options and assessment for particular loans
  • Reviewed, examined, and underwrote loans to ensure soundness, business value and compliance with guideline standards

Education

Western Management School
07.2017 - 07.2018

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CUNA School for Real Estate and Consumer Lending
05.2016 -

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Lending Solutions (Rex Johnson)
08.2012 -

University of San Francisco, San Francisco, CA
Attended 3 Years Only

Skills

More than 15 years of credit union experience

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Timeline

Senior Director of Customer Success

Eltropy
10.2021 - Current

Vice President of Lending

PremierOne Credit Union
01.2021 - 09.2021

Director of Lending

KeyPoint Credit Union
02.2020 - 11.2020

AVP, Consumer Lending

Santa Clara County Federal Credit Union
05.2019 - 01.2020

VP Lending

OE Federal Credit Union
09.2017 - 04.2019

Western Management School
07.2017 - 07.2018

Director of Lending

OE Federal Credit Union
06.2016 - 09.2017

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CUNA School for Real Estate and Consumer Lending
05.2016 -

Lending Services Manager

OE Federal Credit Union
02.2014 - 06.2016

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Lending Solutions (Rex Johnson)
08.2012 -

Assistant Lending Services Manager

OE Federal Credit Union
04.2011 - 02.2014

University of San Francisco, San Francisco, CA
Caan Nguyen