Results-driven operations and financial services leader with extensive experience in strategic planning, operational excellence, team development, and client relationship management. Proven track record of leading multi-state operations, building and mentoring high-performing teams, strengthening community partnerships, and driving sustainable growth. Skilled at aligning people, processes, and performance to enhance service delivery, improve organizational effectiveness, and achieve business objectives. Recognized for developing talent, fostering collaborative cultures, and leading initiatives that deliver measurable results and long-term success.
Work History
Branch Manager
Icon Credit Union
Boise, Idaho 4 Years 5 Months
Community & Member Engagement
Built and sustained long-term relationships with members, community partners, and local organizations, including the Salvation Army, Big Brothers Big Sisters, the YMCA, and Boise Young Professionals.
Delivered knowledgeable guidance on financial products, member benefits, and available services to support strong client experiences.
Team Leadership & Development
Drove branch performance by aligning staff incentives with branch goals and supporting strategic business development.
Recruited, trained, coached, mentored, and supported employees to strengthen performance, capability, and engagement.
Maintained a visible leadership presence through clear communication, fairness, awareness, and appreciation.
Operations, Compliance & Culture
Applied strong operational expertise to ensure compliance with company policies, procedures, and regulatory requirements.
Led effectively through change by demonstrating resilience, adaptability, and steady leadership.
Promoted and modeled the organization’s cultural values in day-to-day branch operations.
Vice-President of CORPORATE OPERATIONS
Washington Federal, Inc.
Boise, Idaho 5 Years
Led six key operational departments across an eight-state banking network, managing enterprise initiatives from strategy through execution. Strengthened operational performance and strategic decision-making for a financial institution with more than $15 billion in assets while maintaining regulatory compliance, organizational effectiveness, and scalable growth.
Key Responsibilities & Accomplishments
Contributed to the development and execution of the organization’s strategic initiatives and long-term business objectives.
Directed and delivered operational planning, implementation, and conversion activities for five bank acquisitions, mergers, and conversions involving 105 branches over a five-year period.
Selected as one of 16 department leaders to conduct strategic reviews and deliver executive recommendations for a multi-million-dollar Core Operating System (Fiserv) initiative.
Played a key leadership role in the company-wide migration to a new Core Operating Platform, overseeing operational development, testing, training, and implementation across 247 branches.
Appointed as one of 12 leaders as a Change Management Ambassador Implementer, certifying and coaching colleagues companywide on change management principles and practices.
Led the research, development, implementation, and maintenance of operational policies and procedures to support efficiency, consistency, and regulatory compliance.
Ensured adherence to banking regulations, internal controls, and risk management standards across operational functions.
Established and developed centralized operational departments (C3, Online Banking, Retirement, Bank Card, Check 2, Branch Operation Support) by defining organizational structures, creating policies and procedures, identifying critical competencies, implementing training programs, and investing in technology solutions.
Participated in the development and execution of Business Continuity and Disaster Recovery Planning initiatives.
Provided leadership, mentoring, training, and career development opportunities to employees across multiple departments.
Managed all aspects of personnel leadership, including performance management, talent acquisition, employee development, and disciplinary actions.
Built strong cross-functional partnerships and communicated with influence, inspiring teams to achieve organizational objectives.
Demonstrated resilience and adaptability while successfully leading teams through periods of significant organizational change.
Branch Manager
Washington Federal, Inc.
Boise, Idaho 3 Years
Client & Business Development
Built and maintained strong relationships with new and existing clients, as well as realtors, appraisers, builders, brokers, and title companies.
Originated mortgage, construction-permanent, and lot loans, and managed the presentation, packaging, and processing of loan and short-sale transactions.
Expanded the branch deposit base within the local market by identifying opportunities and strengthening client engagement.
Operations & Team Leadership
Managed daily branch operations while ensuring compliance with organizational policies and regulatory requirements.
Supported hiring, interviewing, and other employee relations activities to build a strong branch team.
Provided leadership, coaching, and mentoring to branch staff to support performance and professional growth.
Assistant Branch Manager
Washington Federal, Inc.
Boise, Idaho 3 Years 5 Months
Branch Operations & Staff Support
Partnered closely with the branch manager to keep daily operations and member services running smoothly and efficiently.
Trained, motivated, and encouraged staff to support strong performance and service quality.
Provided branch support across teller functions, loan processing, and dispute resolution.
Lending & Construction Loan Support
Originated mortgage and construction lending products, coordinated appraisals and title work, completed job inspections, and processed construction draws.
Mortgage Loan Coordinator
Washington Federal, Inc.
Boise, Idaho 2 Years
Client Relationship & Product Support
Worked closely with loan applicants to build long-term relationships and provide responsive support throughout the lending process.
Recommended and matched applicants with banking products and services that fit their needs.
Loan Processing & Closing Support
Prepared and submitted underwriting documentation to support timely loan approvals.
Ordered and coordinated title work, flood certifications, PMI, and appraisals.
Completed closing documents, funded loans, calculated draws, and processed distributions, payoffs, and loan-related fees.
Provided backup teller support by processing deposits, withdrawals, and new account transactions as needed.
Financial Service Supervisor
Washington Federal, Inc.
Boise, Idaho 4 Years
Team Supervision & Client Support
Supervised, trained, and motivated teller staff to support strong branch performance and service quality.
Worked closely with clients to resolve more complex banking needs, including IRAs, SEPs, trust accounts, and estate accounts.
Collaborated with branch leadership to establish goals and strengthen team relationships.
Cash Operations & Branch Controls
Managed branch cash inventory, including ordering cash and maintaining the branch vault.
Audited daily branch operations to ensure compliance with policies, procedures, and operational standards.
Oversaw and performed daily teller functions, including teller drawer activity, loan payments, deposits, withdrawals, and account opening and closing transactions.