Shannon Holtan
Emmett,US
Summary
To obtain a position that will allow me to utilize my education and work experience in leadership role and/or financial compliance/fraud investigation capacity.
Goal oriented dedicated & effective leader promoting the successful results necessary to reach comprehensive results. Enthusiastic team building leader with the skills necessary for positive results, to manage the operations and personnel of the branch. Along with educating on product knowledge, financial counseling, loan underwriting to ensure quality service as well as maintain compliance and fraud prevention while achieving the goals of the organization.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Branch Manager
US Bank
12.2005
- Manage branch staff, hire, train and coach
- Loss prevention management
- Conduct monthly and annual audit of branch records to ensure compliance
- Meet quarterly and annual sales goals
- Conduct performance reviews
- Complete payroll
- Actively participate in the community
- Expand customer base and grow the business
Branch Manager
Mountain America Credit Union
07.2019 - Current
- Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals
- Takes ownership for member and employee concerns
- Evaluate direct report employees in their six month and annual Performance Evaluations
- Implements employee hiring development and retention strategies
- Plans and conducts regular team sales and operations training meetings
- Develops and implements a branch sales plan including goals, strategies, and budgets consistent with the credit union strategic and marketing plans
- Approves and denies loans
- Responsible for the Marketing and brand awareness in branch and community
- Utilizes judgment and responsibility in fulfilling members' needs using credit union policies
- Responsible for security and maintenance of the branch building and property
- Acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups
- Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law
Operations Manager & Multi Branch Manager
Clarity Credit Union
03.2014 - 07.2019
- Oversee the financial profitability for 5 branches
- Manage the daily operations of the branches
- Manage a staff of 34
- Conflict management and problem resolution
- Setting and meeting ambitious goals
- Coordinate with other departments on time sensitive projects
- Collaborate with senior management to develop annual the annual budget
- Create financial forecasts
- Compliance and Regulatory management
- Complete and present employee performance appraisals including corrective action plans
- Coach and counsel employees
- Hire staff/terminate if necessary
- Employee motivation and rewards
- Managed all fraud investigations, small claims court bond recovery and collections
- Represented the Credit Union at the White Collar Crime monthly meetings
- Manage relationships with outside vendors
- Primary contact for customer service issues and resolutions
- Collaborate with the Marketing Department to develop new products and services
Education
Idaho State University
Pocatello, IdahoUtah State University
Logan, UtahSkills
- Relationship management
- Customer relationship management
- Fraud
- Leadership
- Bank Secrecy Act
- Management
- Financial services
- Team management
- Cash handling
- Customer service
- Sales management
- Banking
- Sales
- Supervising experience
- Negotiation
- Conflict management
- Business development
- Presentation skills
- Analysis skills
- Marketing
- Budgeting
- Training & development
- Windows
- Cash register
- Google Docs
- Underwriting
- Project coordination
- Research
- Financial report writing
- Payroll
- Operations management
- Accounts receivable
- Fair Housing regulations
- General ledger accounting
- Personal assistant experience
- Risk management
- Account reconciliation
- QuickBooks
- Legal research
- Revenue cycle management
- Balance sheet reconciliation
- Data analysis skills
Certification
NMLS
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Branch Manager
Mountain America Credit Union
07.2019 - Current
Operations Manager & Multi Branch Manager
Clarity Credit Union
03.2014 - 07.2019
Branch Manager
US Bank
12.2005
Idaho State University
Utah State University
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