Community Involvement
Julie Burnett
Mid-To-Senior Level Management
Birmingham,AL
Summary
Senior Executive with 20+ years of experience in business development and operational excellence through lean and EOS processes, financing, lending, risk management, change management, turnaround management, and a forward-thinking mindset.
- Developed a strategic pricing overhaul using data analysis-driven software through EOS, maximizing revenue by 25% by implementing a pricing model based on customer segmentation and market demand analysis.
- Spearheaded the development and execution of a comprehensive risk management strategy, resulting in a 10% reduction in credit losses and enhancing the company's financial stability.
Overview
20
20
years of professional experience
Work History
CEO | Entrepreneur | Operational Management
A+ Small Business Consulting
05.2023 - Current
- Orchestrated comprehensive restructuring plans and turnaround management for a diverse portfolio using EOS processes for 50+ businesses, optimizing workflows and resource allocation through data analysis to achieve a 25% increase in operational efficiency and 40% customer satisfaction growth.
- Prepared the rollout of cutting-edge financial analysis tools across 150+ businesses, leading to a 20% surge in profit margins and a 30% increase in ROI.
- Analyzed market trends and competitor data to optimize investment decisions, resulting in a diversified portfolio that outperformed industry benchmarks by 8%.
Executive Vice President | Commercial Lending
Avadian Credit Union
01.2013 - 05.2023
- Audited and approved asset-backed commercial loans, utilizing financial analysis tools to assess creditworthiness and minimize potential defaults; collaborated with cross-functional teams to streamline underwriting processes, resulting in a 25% reduction in loan processing time.
- Analyzed and approved high-value asset-based commercial loans, mitigating risks and ensuring compliance with industry regulations; managed a portfolio of over $90 million in loans and maintained a default rate below 1%.
- Conducted comprehensive credit risk, financial risk, and compliance assessments on loan portfolios for M&A activities, leading to $22M in cost savings and mitigation of potential risks to safeguard company assets and ensure regulatory compliance.
- Achieved 95% accuracy on updated financials for the commercial loan portfolio, with loan performance reflecting less than 1% delinquency.
- Spearheaded partnership with finance to optimize loan and deposit pricing through detailed price analysis, resulting in a 10% increase in profitability and a 15% boost in customer acquisition.
Business Development Manager
Avadian Credit Union
07.2011 - 01.2013
- Orchestrated creating and deploying a unified product line for business services, merging systems for business loans, online banking, and accounting software; improved customer satisfaction and drove a 60% rise in transaction volume.
- Established key relationships with manufacturing, distribution, retail, investors, and professionals.
- Directed a multidisciplinary teams of programmers, marketing specialists, and compliance officers to implement a new product line, integrating all business loans, deposit accounts, and remote deposit capture into the Core Banking system, leading to a 20% boost in revenue.
- Pioneered a product testing strategy to anticipate and resolve potential functionality failures before product launches; collaborated with development teams to address systemic coding errors, leading to a 65% reduction in post-launch technical complications.
- Led the launch of pioneering business product offerings, driving a substantial 10% surge in consumer sales; introducing membership options for business owners expedited revenue growth. By 2015, the business unit achieved profitability, surpassing projected margins by two years.
- Initiated a transformative project that propelled the credit union's membership expansion by over 5,000 businesses, elevating business assets by $175 million and contributing $2.8 million annually to net income, with a marked increase in consumer loan product sales and deposits.
Education
MBA - Business Administration And Management
FAULKNER UNIVERSITY
Montgomery, ALSkills
- Executive Management
- Financial Forecasting
- Operations Management
- Portfolio Management
- Enterprise Risk Management
- Mergers & Acquisitions
- Business Intelligence Analytics (BI)
- Credit Risk Management
- Project Management
- Customer Relationship Management (CRM)
- Business Development
- Key Performance Indicator (KPI)
- Budgeting
- Price Structuring
- Database Software/Management
- Business Enterprise Systems
Quote
Many of life's failures are people who did not realize how close they were to success when they gave up.
Thomas Edison
Timeline
CEO | Entrepreneur | Operational Management
A+ Small Business Consulting
05.2023 - Current
Executive Vice President | Commercial Lending
Avadian Credit Union
01.2013 - 05.2023
Business Development Manager
Avadian Credit Union
07.2011 - 01.2013
MBA - Business Administration And Management
FAULKNER UNIVERSITY
Certification
- COO-C - Chief Operations Officer - Certified
- CPM - Certified Professional Manager
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Strengths
- Operations Management
- Risk Management
- Building Relationships (CRM)
- Mergers & Acquisitions
- Project Management
- Business and Product Development
- Budgeting and Price Structuring
- Key Performance Indicator ( KPI)
Interests
Traveling
Tennis
Boating
Technical Skills
- Project Management
- Business Intelligence Analytics (BI)
- Office Productivity Software- All Microsoft & Google
- Business Enterprise Systems
- Database Software/Management
- Customer Relationship Management (CRM)
- Enterprise Resource Planning Software
Work Preference
Work Type
Full TimeImportant To Me
Company CultureCareer advancementHealthcare benefits401k matchWork-life balancePaid time offBoard of Directors
Fort McClellan Federal Credit Union
Board Of Director Member | Supervisory Committee 04/2024-Present
- Manage the financial condition of the credit union.
- Ensure that proper controls are maintained.
Similar Profiles
Supriya KommareddySupriya Kommareddy
Manager at Small scale business (family business)Manager at Small scale business (family business)
PRAVEEN KUMARPRAVEEN KUMAR
Senior Technology Manager at Business Consulting and Solutions, RXG Business Consulting and SolutionsSenior Technology Manager at Business Consulting and Solutions, RXG Business Consulting and Solutions
Jennifer FaeryJennifer Faery
Advanced Disaster Agent Call Center Representative at U.S Small Business AdministrationAdvanced Disaster Agent Call Center Representative at U.S Small Business Administration
Isabella RaiaIsabella Raia
Office Assistant at Cahaba Land Title and EscrowOffice Assistant at Cahaba Land Title and Escrow
Denise BurrellDenise Burrell
Customer Service Manager at PublixCustomer Service Manager at Publix