Dynamic Senior Account Executive with established success at Empeople Credit Union, specializing in strategic account management and client relationship cultivation.
Overview
12
12
years of professional experience
Work History
Senior Account Executive
Empeople Credit Union
Cary, NC
05.2024 - Current
Facilitated onboarding of new members, enhancing financial wellness through personalized budgeting tools and retirement strategies.
Guided members through financial milestones, promoting informed decisions for career growth and retirement stability.
Developed a loyal member portfolio by empowering financial literacy and strategic referrals to internal partners.
Applied problem-centric discovery methods to motivate members towards optimal financial actions.
Conducted comprehensive onboarding sessions, maximizing member value through tailored support.
Executed outbound call campaigns and responded to inbound requests, driving market share expansion.
Consistently surpassed sales targets, focusing on active checking usage and product penetration.
Built strong networks with internal teams and external partners to enhance credit union visibility.
Retail Relationship Manager, AVP
Wells Fargo Auto
Raleigh, NC
12.2014 - 08.2023
Delivered comprehensive client support for new and used auto loan portfolios, achieving monthly and annual sales targets.
Oversaw loan application processes, managed dealer activation, and ensured operational efficiency through accounts receivable oversight.
Monitored key risk indicators to implement effective risk management practices and address potential issues.
Cultivated strong relationships with internal and external stakeholders, facilitating seamless communication across departments.
Enhanced dealer engagement for franchise and independent dealerships, expanding market presence significantly.
Recommended operational improvements and risk mitigation strategies within assigned territory, demonstrating proactive management.
Managed high-value accounts across 51 stores in Greensboro and Raleigh, showcasing expertise in client relationship management.
Aligned auto loan applications with monthly objectives, averaging 9.8 million monthly with peak performance at 13.2 million.
Credit Analyst/Underwriter
Wells Fargo Auto
Raleigh, NC
08.2013 - 12.2014
Compiled and analyzed key loan data, credit risk assessments, and borrower profiles for compliance.
Conducted thorough evaluations of credit standards to enhance applicant creditworthiness assessment.
Led research on loan trends and portfolio performance, providing insights for strategic decision-making.
Negotiated loan structures and pricing, achieving favorable outcomes aligned with client needs.
Underwrote complex auto loans valued up to $125,000, demonstrating proficiency in high-value transactions.
Evaluated loans across Prime, Near Prime, and Subprime profiles for comprehensive risk assessment.
Developed strategies for market expansion to meet sales objectives through effective planning.
Strengthened client relationships through educational visits that enhanced program understanding.
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