Luis Felipe Vargas Peña
Tampa Bay / St. Petersburg,FL
Summary
Seasoned financial professional with a proven track record of management and organizational excellence. Demonstrates meticulous attention to detail and dedication to enhancing processes. Expertise in lending authority, notary services, NMLS regulations, and proficiency in Microsoft Office Suite, QuickBooks, inventory management systems, Episys, and Meridianlink. Fluent in Spanish and English, offering a valuable bilingual skillset to any team.
Overview
10
10
years of professional experience
Work History
SENIOR SERVICE CENTER MANAGER
SUNCOAST CREDIT UNION
01.2023 - Current
- Exceeded Internal Audit measures of operational soundness.
- Developed key process improvements to ensure high levels of member service, employee engagement and increase production results.
- Improved Google member rating from 3.6 to 4.7.
- On track to achieve an outstanding scorecard by establishing clear goals.
- Highly respected as a peer-to-peer mentor for other Service Center Managers.
- Maintained 100% employee retention and developed Member Advocates to achieve Senior status.
- Implemented Culture Boost tools and resources to cultivate GOT IT, DO IT. GROW IT.
- Reputation for leading and participating in community events, such as Localtopia, Halloween on Central, and Better Together Diaper drive.
- Active member of the Hispanic Advisory Board.
- Increased South St. Pete Service Center production through business development activities such as networking in the Skyway Marina District, EDGE, and with local leaders.
- Provide feedback and actively participate in projects such as RBS/RBN quarterly meetings and debit card system integration.
- Work within budget guidelines and identify cost-saving opportunities.
- Established performance goals for staff, providing ongoing feedback and coaching to drive success.
- Resolved escalated member issues promptly, strengthening customer loyalty in the process.
- Improved member satisfaction by implementing efficient service center processes and procedures.
- Trained new staff members on company policies and center expectations.
- Enhanced team performance by providing regular training and development opportunities.
- Ensured compliance with industry regulations and company policies at all times within the service center operations.
- Scheduled daily service center employees and monitored performances.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
ASSISTANT BRANCH MANAGER
SUNCOAST CREDIT UNION
09.2019 - 01.2023
- Responsible for supervising service center operations, assisting members with their financial needs in an accurate, professional, and efficient manner.
- Support and improve branch operational performance and financial growth, consistently achieving or exceeding set goals.
- Develop and coach a high-performance team of 10.
- Create a safe, diverse, and inclusive work environment through setting clear goals and action plans.
- Grow client loan business and make recommendations to members.
- Ensure staff are compliant with regulatory requirements, policies, procedures, and dual control.
- Oversee daily financial transactions for members, including deposits, withdrawals, check cashing, posting loan payments, transfers between accounts, travelers checks, and money orders.
- Assist members with unusual transactions by authorizing, overwriting or approving transactions under the Credit Union guidelines.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
DISTRICT MOBILE MERCHANDISER
BEELINE
02.2018 - 09.2019
- Manage stock at Point of Sales (POS) locations.
- Responsible for training and coaching team members to perform at a high level.
- Monitor merchandise for trends to maximize profit.
- Effectively communicated with store managers and sales partners to ensure a successful partnership.
- Responsible for timely implementation of promotions and sales.
- Accountable to high standards of customer service and frequent communication with both internal and external management teams.
- Support the organization and implementation of new point of sale locations.
- Updated pricing and signage to complete product displays and educate customers.
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
OPERATIONS MANAGER
SEI ELECTRIC
11.2015 - 08.2017
Education
SUNCOAST DEVELOPMENT
01.2024
Bachelor of Science - PUBLIC ACCOUNTANT
UNIVERSIDAD CATÓLICA ANDRÉS BELLO
Venezuela01.2013
Skills
- Safety trained
- Leadership trained
- Staff training and development
- Operational excellence
- Motivation
- Teamwork and collaboration
- Attention to detail
- Multitasking Abilities
- Managing operations and efficiency
- Conflict resolution
Timeline
SENIOR SERVICE CENTER MANAGER
SUNCOAST CREDIT UNION
01.2023 - Current
ASSISTANT BRANCH MANAGER
SUNCOAST CREDIT UNION
09.2019 - 01.2023
DISTRICT MOBILE MERCHANDISER
BEELINE
02.2018 - 09.2019
OPERATIONS MANAGER
SEI ELECTRIC
11.2015 - 08.2017
SUNCOAST DEVELOPMENT
Bachelor of Science - PUBLIC ACCOUNTANT
UNIVERSIDAD CATÓLICA ANDRÉS BELLO
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