Terence A Mccoy
Austin,TX
Summary
Experienced in the credit union industry with over 30 years employed at credit unions. Most recently supporting credit unions with payment protection products to enhance their members lives and the credit union's financial portfolio. My experience ranges from serving as a Senior Loan Office to Learning & Development. My extensive experience gives me insight into understanding how to develop experienced Loan Officers and serve members while being aware of risk and reward to a credit union through training, consultation and product knowledge.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Performance Solutions Consultant
TruStage/CUNA Mutual Group
Madison, WI
12.2021 - Current
- Built strong credit union relationship with various levels at credit unions. Based on the size of the credit union, this varied from CEO and upper level executives to branch managers.
- Increase credit union relationships and understanding through consultation. Listening to credit unions answer consultive questions often lead to the best solutions
- Monitor credit union progress and areas of potential improvement using Power BI and CU Navigator. This included identifying positive and negative trends.
- Build strong relationships with Account Teams. This is crucial to success as many of them have had long relationships with the credit unions which helps give insight to the culture of the credit union.
- Document credit union interactions, outcomes, and feedback for future reference via One Note.
- Identify credit union needs and provide tailored solutions to meet them.
- Developed training materials for staff members on various aspects of solutions delivery.
- Developed training plans for new and existing credit unions.
- Provide coaching and guidance to credit union champions and managers.
Training & Development Specialist
Mission Mortgage
Austin, TX
11.2020 - 03.2021
- Created instructional materials including manuals, presentations, workbooks, and handouts for new mortgage loan origination system.
- Developed and implemented comprehensive training programs to meet organizational objectives.
- Designed surveys that assessed the effectiveness of various technical training initiatives.
- Collaborated with subject matter experts to develop and deliver content for courses offered by the organization for conversion.
- Developed a New Hire Orientation program to include virtual and in-person onboarding.
Sr Learning & Development Specialist
Amplify Credit Union
Austin, TX
03.2000 - 05.2020
- Designed and implemented a learning and development program when no prior department existed.
- Coordinated with other departments to ensure efficient workflow processes.
- Created training materials for new hires on the company's culture, procedures and policies.
- Conducted regular meetings with Retail and Lending areas to review progress, determine department needs and address any concerns.
- Senior Loan Officer authority to facilitate current environment, real time training of lenders.
- Participated in ongoing training and compliance activities in the Learning & Development and Lending fields.
- Balanced competing priorities through deliberate project and time management practices. Projects included streamlining the overall lending process from application to funding.
- Maintained all compliance and training records with the learning management system.
- Developed course curriculum for all phases of lending: Taking the Perfect Application in Meridian Link, Credit Report Mining, Lending Basics and Advanced Lending.
Education
Some College (No Degree) - Business
Park University
Kansas City, MOSkills
- Credit Union Needs Assessment including Consultation
- B2B Product Knowledge with Payment Protection
- In-depth credit union lending knowledge
- Territory management skills
- Change management skills
Certification
Development Education Program 2016 - National Credit Union Foundation
Financial Counseling Certification Program 2106 - CUNA
Affiliations
Financial Coach with Foundation Communities Austin Texas since 2013
References
References available upon request.
Timeline
Performance Solutions Consultant
TruStage/CUNA Mutual Group
12.2021 - Current
Training & Development Specialist
Mission Mortgage
11.2020 - 03.2021
Sr Learning & Development Specialist
Amplify Credit Union
03.2000 - 05.2020
Some College (No Degree) - Business
Park University
Similar Profiles
Robert ButlerRobert Butler
Senior Manager, Business Finance at TruStage (formally Cuna Mutual Group)Senior Manager, Business Finance at TruStage (formally Cuna Mutual Group)
JOE HASERJOE HASER
Senior Lead Analyst at TruStage (formerly CUNA)Senior Lead Analyst at TruStage (formerly CUNA)
William GanzenmullerWilliam Ganzenmuller
Financial Manager/Sales Operations at CUNA Mutual GroupFinancial Manager/Sales Operations at CUNA Mutual Group