Dawn R. Brockup
Summary
Versatile business leader. Experienced and accomplished CEO. Strategic problem-solver, change manager, and visionary executive with success implementing plans to meet current and future needs. Expertise in financial reporting and forecasting, B2B and B2C industry.
Overview
15
15
years of professional experience
Work History
Chief Financial Officer
Ridgedale Federal Credit Union
01.2024 - Current
- Prepares all required/scheduled reports which summarize and forecast the credit union’s business activity and financial position in areas of assets, liabilities, income, expenses, and earnings based on past, present, and expected operations.
- Monitors and reports on interest rate risk and liquidity risk and assists in the development of strategies to mitigate these risks.
- Serves as management’s representative to the Asset/Liability Management (ALM) Committee. Supports the work of senior management and the ALM Committee through development, preparation and analysis of appropriate reports using Brick & Associates CU/ALM-ware.
- Preparation of operating and other budgets, including variance reports using Brick & Associates CU/Budget-ware.
- Manages investment portfolio. Recommends purchase or sale of securities and investments, ensuring compliance with the Credit Union’s Investments and ALM policies, goals, and objectives, as well as all applicable state and federal rules and regulations.
- Prepares reports required by NCUA.
- Performs other duties as assigned.
Credit Union Consultant
Self Employed
06.2023 - 12.2023
- Accepted a 6-month assignment as Director of Finance of a $118M credit union
- Oversaw the credit union's financial health and provided insight to the CEO and Executive Board to make effective decisions.
- Prepared monthly financial reports and performance metrics.
- Brick & Associates CU/ALM-ware and CU/Budget-ware systems.
- NCUA 5300 Call Report.
President/CEO
SYMBIONCE FINANCIAL SOLUTIONS, LLC
11.2018 - 05.2023
- Nationwide Real Estate CUSO (Credit Union Service Organization).
- Secondary Market Seller and Servicer FHLMC.
- Initiated closed and sold 2nd Mortgage and HELOCs.
- Increased number of closings 67% first two years.
- Enlarged revenue 87% first two years.
- Coached clients' teams on methods of consultative selling.
- Led all business partners; vendors, regulator's, auditors, compliance officers, attorneys, and clients relationships.
- Delivered outstanding communication through life of business relationships and resolved issues in 24 hours.
- Increased productivity by continuously coaching team on best practices.
- Reduced operating costs every year.
- Led operational team in development, rollout, and management of new product lines
- Maintained P&L and shouldered total fiscal responsibility.
President/CEO
WEST ORANGE MUNICIPAL FEDERAL CREDIT UNION
12.2015 - 11.2018
- Elevated strategic and marketing plans and drove business growth.
- Drove action plans to meet and exceed Board's annual goals.
- Increased loans 18% with new products, marketing, and executing work onsite marketing to employer groups.
- Increased non interest income by offering ancillary products.
- Selected online banking with enhanced security and user friendly experience.
- Implemented and enhanced internal controls to reduce risk.
- Reviewed custom reports monthly with Directors detailing trend analysis, budget variance and cash flow analysis.
Vice President of Client Sales and Services
SYMBIONCE FINANCIAL SOLUTIONS, LLC
02.2013 - 12.2015
- Ended and retained outflow remaining Clients; reversing pre-existing problems.
- Empowered team members to create client delight number one goal.
- Increased clients 60% by EOY 3.
- Coached clients' teams on methods of consultative selling.
- Implemented custom marketing items for all clients.
- Advised each client to optimize their product pipeline.
- Led sales presentations at all industry meetings.
Owner
ACCOUNTING SERVICES FOR ALL PROFESSIONALS
03.2009 - 01.2013
- Provided consultative management, product and accounting services to Credit Unions.
- Conducted Supervisory exams annually.
- Analyzed under performing areas to propose recommended solutions.
- Developed strategic and marketing strategies, financial forecasts, and budgeting for client financial institutions.
- Enhanced revenue by analyzing services, programs and products offered; compared to market pricing.
- Coached and mentored managers to ensure solutions, goal dates, strategy implementation, and monitoring were achieved.
Education
Bachelor of Science - Accounting
Bloomfield College
Bloomfield, NJSkills
- Stakeholder Relations
- Strategic Planning
- Motivational
- Decision-Making
- Innovative and Visionary
- Business Development
Affiliations
- Woodbridge Elks Lodge - Member based community organization providing services to all ages
- Alpha Kappa Psi Business Fraternity Alumni
Timeline
Chief Financial Officer
Ridgedale Federal Credit Union
01.2024 - Current
Credit Union Consultant
Self Employed
06.2023 - 12.2023
President/CEO
SYMBIONCE FINANCIAL SOLUTIONS, LLC
11.2018 - 05.2023
President/CEO
WEST ORANGE MUNICIPAL FEDERAL CREDIT UNION
12.2015 - 11.2018
Vice President of Client Sales and Services
SYMBIONCE FINANCIAL SOLUTIONS, LLC
02.2013 - 12.2015
Owner
ACCOUNTING SERVICES FOR ALL PROFESSIONALS
03.2009 - 01.2013
Bachelor of Science - Accounting
Bloomfield College
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