Danielle Farnsworth

• Promoted safe working practices to ensure compliance with established policies and procedures.
• Developed several reporting tools to spot-check and ensure regulatory letters and processes are conducted safely for both the credit union and its members.
• Mentored departmental team, enhancing efficiency, success, and morale among employees. Coached employees to minimize error rates and supported them on their Suncoast journey.
• Identified opportunities to improve processes using AI and automation.
• Analyzed monthly production reports to ensure staff met SLAs and funding goals.
• Collaborated with the director on process improvement initiatives to achieve goals.
• Analyzed and compiled automation data to continuously optimize processes using UiPath.
• Adhered to all applicable compliance and regulatory requirements, updating procedures as needed.
• Enhanced team performance through regular feedback during monthly dialogs and weekly meetings.
• Managed high-volume workloads effectively, prioritizing tasks based on urgency and importance.
• Successfully managed a team of 20 staff members, providing assistance and answering questions.
• Evaluated and assessed employee performance to meet production and data targets.
• Facilitated effective communication between departments to streamline workflow processes and improve overall efficiency.
• Fostered a culture of accountability by setting clear expectations for team members, leading to improved performance metrics over time.
• Improved operational efficiency and productivity by introducing automated systems. Personally created the "Create Account Button" process in Meridian Link for faster, more efficient new account openings.
• Established internal audit procedures to validate and improve the accuracy of new membership account openings.
• Supported the Consumer Loan Fulfillment Director and VP with special projects and additional job duties.

Since May 2021, I have led the Indirect Processing Team at Suncoast, funding an average of 4,000 loans per month and contributing to our membership growth while supporting a team of 20 and maintaining dealer partnerships.

In 2022, we experienced unprecedented volume, leading to an increase in department staff. Although an additional Supervisor was typically hired, this was not possible at the time. Despite this challenge, I upheld the expectations set before me, meeting with my staff monthly for Dialogs and supporting them daily.

Some of my monthly responsibilities include:

• Managing staff time, attendance, and payroll.
• Tracking employee goals and providing monthly updates on their performance metrics.
• Delegating workloads as needed.
• Ensuring up to 98% of all contracts received from dealerships are funded in a timely manner.
• Training and onboarding new staff.
• Assisting with and correcting loan errors.
• Handling escalated member experiences.
• Creating and maintaining department manuals.
• Conducting monthly meetings with staff to discuss concerns and topics.
• Supporting staff in their professional development.

• Regular dealership visits and education
• Managing 12 counties with approximately 160 dealerships, visiting them quarterly to discuss and train on their Look to Book monthly reports, ensuring they stay close to the 33% goal, and reviewing any delinquencies from the past 18 months.
• Providing reminders of Suncoast's buying niche for more efficient application submissions and summarizing each visit.
• Notifying and updating dealers on any changes to the Suncoast Credit Union Indirect Program.
• Providing feedback to management and staff on legitimate dealer concerns and business trends, keeping the credit union’s innovative spirit in mind.
• Assisting the Director and other Liaisons with the weekly Powerbooking Log, ensuring proper calculation of additions to booked contracts and following up with dealerships on errors, including fund retrieval.
• Performing weekly dealer maintenance as needed and following up with problematic dealers.
• Addressing issues with dealer partners, bringing matters to management, maintaining transparency, documenting dealerships, and sometimes terminating dealership relationships.
• Providing monthly support to the Dealer Services Team and Indirect Processing Team at month-end to assist with goals.
• Maintaining the master dealer list and keeping my own set of dealer contacts up-to-date.
• Facilitating round tables with presentations and slide shows for Loan Analysts regularly.
• Planning and executing car sales alongside the CU Auto Branch, including staffing, announcements, permitting, hotel reservations, duty assignments, marketing collaboration, insurance, facilities, lunch ordering, and purchasing necessary items with a company credit card.
• Completing post-car sale reports for senior staff review.
• Conducting due diligence visits and proposals for dealer portfolio growth.
• Handling calls from potential new dealer partners in new markets.
• Bringing shadows from other departments on dealer visits to provide insight into our department.
• Regularly updating department reports for management.
• Managing additional projects delegated by the Dealer Services Director as needed.
• Serving as the primary point of contact, fostering strong relationships between internal teams and external partners.

• As an Indirect Loan Processor, I daily attend to many contract packets that come in from our Dealerships we service to ensure consistent daily funding numbers with minimal to no errors
• Go through each contract to ensure it is in good order and all documents are present
• Contact dealerships and members directly when items are needed for funding
• Maintain a small group of “problem contracts” and touch daily to ensure funding continues and contracts don’t sit unfunded for too long
• Maintain a strong daily funding number to keep in the “exceeds” category for required funding numbers
• Maintain a0% error record while staying as one of the top monthly funders
• Always seeking new opportunities as they come up to get involved within my department and also Dealer Services
• Stepping outside of comfort zones to challenge myself and learn more about Loan Development

• As a startup company, I set up Equipment Sales USA in QuickBooks, handling all accounting practices including payables, receivables, vendor, and inventory management.
• I coordinated and assisted with the design of the website (www.equipmentsalesllc.com) and the sales logo. Additionally, I produced marketing literature, provided excellent customer service, and assisted with inside sales.
• Planned, organized, and controlled the entire office administration and workflow. I developed all company reports, including balance sheets, profit and loss statements, and monthly reconciliations for all credit card, checking, and savings accounts.
• Was responsible for all quarterly tax filings and sales tax submissions to states, as well as annual reports with the state of Florida.
• Set up new employees, managed payroll, and administered laptops, software, credit cards, and emails.
• Managed facilities and organized the office efficiently.
• Trained and introduced new policies and procedures, serving as the go-to person for anything related to running the office.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
• Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
• Reduced overhead costs significantly through negotiation of vendor contracts for office supplies and services.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.