Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Heather Stalling

Summary

Results-driven Business Relations Manager with a proven track record of driving revenue growth and cultivating strategic partnerships. Adept at identifying opportunities, building client relationships, and implementing effective sales strategies. Eager to leverage my extensive experience in financial services and keen understanding of client needs. Possess a strong analytical background, exceptional communication skills, and a commitment to delivering tailored financial solutions. Ready to contribute a unique blend of business acumen and relationship-building expertise to enhance lending operations and drive success as a Senior Loan Officer.

Overview

21
21
years of professional experience

Work History

Business Relations Manager

Advancial Federal Credit Union
01.2015 - Current
  • Oversees business development efforts by the Business Relations Officers.
  • Develops and implements business relations strategies to promote growth of the Credit Union and markets its' products and services.
  • Maintains relationships with Advancial's Select Employer Groups where the Credit Union has an internal branch presence.

Business Owner

Steel Roots Storage LLC
02.2022 - Current
  • Successfully manage a thriving self-storage facility, prioritizing a commitment to providing seamless and secure storage solutions for individuals and businesses.
  • Oversee day-to-day operations with a dedicated focus on maintaining a clean, well-maintained environment.
  • Leverage expertise in property management to actively engage in leasing and sales efforts, maximizing occupancy and revenue.
  • Prioritize security and safety through the implementation of state-of-the-art surveillance systems and rigorous access controls.
  • Implement strategic marketing initiatives to foster community connections, continuously enhancing the facility's visibility.
  • Demonstrate a passion for optimizing space and a customer-centric approach, ensuring a reliable and efficient self-storage experience for all clients.
  • Take pride in achieving high levels of customer satisfaction through effective management and operational excellence.

Realtor®

EXIT Realty Pro
06.2016 - Current
  • Assist buyers and sellers with residential and commercial real estate needs.
  • Write contracts to outline sales and purchases of properties.
  • Compare recently sold area properties to determine competitive market prices.
  • Educate clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
  • Liaison between buyers and sellers to establish favorable prices and negotiate contract terms.
  • Manage contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

Business Relations Officer

Advancial Federal Credit Union
05.2007 - 01.2015
  • Establishes and maintains mutually beneficial relationships with Select Employer groups (SEGs).
  • Initiates and fosters productive relationship with SEG Representative.
  • Develops and delivers professional financial education seminars, hosts open enrollments, and other related events with Advancial's SEGs.
  • Cross-sells credit union products and services based on the needs of potential customers.

Special Services Manager

Advancial Federal Credit Union
03.2006 - 05.2007
  • Managed a team of seven Special Services Coordinators.
  • Oversaw day-to-day operations within department.
  • Assisted AVP of Special Services with various tasks or projects.
  • Developed policy and procedures for department.
  • Performed HR duties included but not limited to: Recruiting, Selection, Training.

Special Services Processor

Advancial Federal Credit Union
02.2004 - 03.2006
  • Established liens in favor of the credit union on collateralize loans in all 50 states.
  • Contacted branches, members and state title offices for documents/fees needed to perfect liens.
  • Tracked and maintained records for vehicle titles and Uniform Commercial Code's in Advancial's core processing system.

Personal Financial Representative

Washington Mutual Bank
08.2002 - 02.2004
  • Performed a diverse range of responsibilities, including teller transactions, opening/closing accounts, loan processing, managing branch operations, vault balancing, overseeing drive-thru lines, and cross-training high school interns.
  • Played a pivotal role in planning and hosting youth banking programs in area schools.
  • Excelled in cross-selling Washington Mutual's products and services.

Education

Executive MBA -

Texas Woman's University
Denton, TX
12.2014

B.A. in General Business -

University Of North Texas
Denton, TX
05.2013

Associates, Real Estate -

Dallas College
Dallas
05.2010

Skills

  • Business Development
  • Relationship Development
  • Client Relations
  • Lead Generation
  • Customer Service
  • Sales Expertise
  • Contract Negotiation
  • Public Speaking
  • Hiring, Training and Mentoring
  • Organization and Planning
  • Detailed Oriented
  • Financial Services

Accomplishments

Advancial President's Circle Award 2009

Elected as one of the distinguished quartet by upper management and peers, recognized for introducing exceptionally creative ideas, delivering top-tier service, and embodying a team-oriented philosophy. As part of the elite President's Circle, collaborated directly with the President and CEO to devise innovative solutions in 2009. The President's Circle comprises nominees for the esteemed Employee of the Year award.

Timeline

Business Owner

Steel Roots Storage LLC
02.2022 - Current

Realtor®

EXIT Realty Pro
06.2016 - Current

Business Relations Manager

Advancial Federal Credit Union
01.2015 - Current

Business Relations Officer

Advancial Federal Credit Union
05.2007 - 01.2015

Special Services Manager

Advancial Federal Credit Union
03.2006 - 05.2007

Special Services Processor

Advancial Federal Credit Union
02.2004 - 03.2006

Personal Financial Representative

Washington Mutual Bank
08.2002 - 02.2004

Executive MBA -

Texas Woman's University

B.A. in General Business -

University Of North Texas

Associates, Real Estate -

Dallas College
Heather Stalling