Results-driven professional seeking a business management role to apply my strengths in client relationship development, with the goal of increasing revenue and maximizing profitability.
Overview
41
41
years of professional experience
1
1
Certification
Work History
CEO
Pathway Credit Union
11.2019 - Current
Strategic Financial Growth: Increased new membership and in-house loans, achieving an impressive 87% loan-to-shares percentage, contributing to higher net profit and strengthened net worth.
Technological Innovation: Led the development of a modern online banking portal, enhancing user accessibility and engagement while driving business growth.
Executive Leadership: Managed overall corporate operations and resources, ensuring seamless functionality and compliance with financial regulations.
Regulatory Expertise: Served as the primary liaison between the board of directors, TN Department of Financial Institutions, and National Credit Union Administration, ensuring alignment with industry standards.
Professional Credentials: Holds a current NMLS State License and Federal NMLS Registration, demonstrating expertise in financial management and regulatory adherence.
Senior Personal Banker IV
SunTrust Bank
05.2017 - 07.2019
Generated:
1. 5 million in HELOC loans
2. 7 million investment asset inflow from outside financial institutions
3. 5 million in small consumer “Lightstream.com” loans
Submitted an average of 15 credit card applications per month
Managed portfolio of 850 clients
Top performing personal banker in local market
General Manager (GM)
TMX Finance
08.2015 - 07.2017
Increased client base by 50%
Improved profits by 25%
Managed and train staff
Managed client base of 700+ accounts
Developed over 70 referral business accounts
CEO/President/Owner
MSR Management Group Inc.
03.1984 - 08.2015
Launched US Health Distributors increasing customer base to over 12,000 clients Achieved $200 million in sales
Developed nationwide call center utilizing IBM CallPath software
Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union