Summary
Overview
Work History
Education
Skills
Special Trainings
References
Timeline
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Carrie Burr

Alpena,MI

Summary

Talented Chief Financial Officer with 11 years of experience and successful career in the financial world of planning, developing and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients. Strong attention to detail with excellent organizational skills. Strong communication and people skills.

Overview

11
11
years of professional experience

Work History

CFO

Alpena Housing Commission
Alpena, MI
05.2023 - Current
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Developed systems to protect company assets and report accurate financial results.
  • Negotiated contracts with vendors, suppliers, customers, ensuring best value for company resources.
  • Developed and implemented financial strategies to increase efficiency and reduce costs.

Business Development Officer

Northland Area Federal Credit Union
Alpena, MI
05.2022 - 05.2023
  • Greeted and assisted customers to foster positive experiences.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Recognized security risks to properly handle situations.
  • Collaborated with marketing team members on new product launches and promotions.
  • Developed and implemented business development strategies to increase sales revenue.
  • Identified customer needs by asking questions and advising on best solutions.
  • Maintained meticulous client notes in Salesforce system.

Loan Officer

Northland Area Federal Credit Union
Alpena, MI
08.2017 - 05.2023
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Located and suggested loan packages that met client needs and priorities.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Developed loan contracts and explained contract terms to clients.
  • Met with applicants to obtain information for loan applications and answer questions about process.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Recommended loan approvals and denials based on customer loan application reviews.

Assistant Manager

Northland Area Federal Credit Union
Alpena, MI
08.2017 - 05.2022
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Coordinated with other departments to ensure smooth flow of operations.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Mediated conflicts between employees and facilitated effective resolutions to disputes.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.

Teller

Northland Area Federal Credit Union
Alpena, MI
02.2013 - 08.2017
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Answered customer inquiries regarding bank products and services.
  • Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
  • Identified transaction errors when debits and credits did not balance.
  • Received and counted daily inventories of cash, drafts and checks.
  • Followed up on requests from customers in a timely manner.
  • Explained the features of various banking products available to customers.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.

Education

High School Diploma -

Alcona High School
Lincoln, MI
05-1998

Skills

  • Quantitative Analysis
  • Accounting Principles
  • Financial Reporting
  • Documentation Requirements

Special Trainings

In my years with Northland Area Federal Credit Union I was able to attend several trainings to better my career.  Some of my trainings are...

-Account specialist including specialty accounts 

-Consumer loan officer including passing Insurance test to protect loans with insurance offered

-IRA specialist

- Management trainings

References

References available upon request.

Timeline

CFO

Alpena Housing Commission
05.2023 - Current

Business Development Officer

Northland Area Federal Credit Union
05.2022 - 05.2023

Loan Officer

Northland Area Federal Credit Union
08.2017 - 05.2023

Assistant Manager

Northland Area Federal Credit Union
08.2017 - 05.2022

Teller

Northland Area Federal Credit Union
02.2013 - 08.2017

High School Diploma -

Alcona High School
Carrie Burr