Rachel Polley
Summary
A results-driven management professional with strong background in overseeing departmental functions and driving team success. Known for fostering collaborative work environments and adapting to evolving business needs. Possesses excellent leadership and organizational skills, ensuring consistent achievement of departmental goals. Focusing on Lending Compliance and Community Reinvestment Act (CRA). Founding Employee of Golden Valley Bank, implementation and development of Loan Operations Department in 2006.
Overview
30
30
years of professional experience
Work History
VP / Note Department Manager
Cornerstone Community Bank
09.2023 - Current
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Identified opportunities to improve business process flows and productivity.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
- Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
- Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
- Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
- Implemented cross-training initiatives for employees, increasing overall departmental knowledge and versatility.
- Optimized scheduling practices to ensure adequate staffing during peak business hours without sacrificing employee satisfaction or budgetary constraints.
- Implemented quality control measures that resulted in improved products or services within the department offerings.
- Facilitated team meetings to ensure alignment with organizational goals and to foster open communication.
- Enhanced team productivity by implementing streamlined workflow processes.
- Defined clear targets and objectives and communicated to other team members.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
AVP Compliance Monitoring Officer/CRA Officer
Golden Valley Bank
11.2021 - Current
- Member Compliance Committee
- Member Business Continuity Committee
- Preparation of Federal Exams and third party compliance and credit audits/reviews
- Policy and Procedures management
- Internal Compliance Monitoring and Reporting
AVP Asst. Note Department Manager
Golden Valley Bank
01.2016 - Current
- Same responsibilities as Note Department Manager, focusing primarily on Lending Compliance, System Administration and Laser Pro Administration/Integration while remaining involved in the daily operations of the department with the exception of performance reviews
CRA Officer
Golden Valley Bank
01.2016 - 11.2021
- Data collection and review of Bank's lending performance within the Assessment Areas, Community Development and Community Involvement
- Annual CRA Report to Board of Directors
- Implementation of the transition of a Small Bank to Intermediate Small Bank
AVP Note Department Manager
Golden Valley Bank
03.2006 - 01.2016
- Manage the daily operations of the department
- Trained, coached and mentored staff to ensure smooth adoption of new programs
- Completed performance reviews, offering praise and recommendations for improvement
- Development Loan Operation Procedures
- Laser Pro loan documentation and review
- Management of Loan Approval Post Review
- Process FHLB reporting/pledged collateral for borrowing capacity
- Loan Participation Management
Note Department Manager/Branch Manager
Premier West Bank (Mid Valley Bank)
10.1994 - 02.2003
Skills
- Decision-making ability
- Practices due diligence
- Staff training/development
- Project planning and development
- Quality assurance and control
- Proficient in Core System
- Proficient in Laser Pro
- Proficient in Document Imaging Software
- Third Party vendor management
- Performance evaluations
- Work flow planning
- Self-motivated
- Excellent banking and work ethics
- Compliance management
- Staff management
- Critical thinking
- Team leadership
- Teamwork and loyalty
- Excellent work ethic
- Team supervision
Accomplishments
Founding employee of Golden Valley Bank for 17+ years. Implementation and development of the Loan Operations Department, Loan Compliance and Third Party Vendors.
Timeline
VP / Note Department Manager
Cornerstone Community Bank
09.2023 - Current
AVP Compliance Monitoring Officer/CRA Officer
Golden Valley Bank
11.2021 - Current
AVP Asst. Note Department Manager
Golden Valley Bank
01.2016 - Current
CRA Officer
Golden Valley Bank
01.2016 - 11.2021
AVP Note Department Manager
Golden Valley Bank
03.2006 - 01.2016
Note Department Manager/Branch Manager
Premier West Bank (Mid Valley Bank)
10.1994 - 02.2003
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