TERRI LARSON

Work History

Vice President of Operations

Motto Franchising / REMAX LLC

02.2020 - 01.2022

Responsible for strategic direction and oversight of franchise operations, administration, onboarding/implementation, growth & development, recruiting, and events.
Established performance goals for department and outlined processes for achievement.
Identified opportunities to improve business process flows and productivity.
Drove team engagement to achieve aggressive company targets.
Prepared annual budgets with controls to prevent overages.
Supported project management team for optimal performance.
Increased company profits through performance optimization strategies and efficiency improvements.
Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
Evaluated product development strategies and prepared alternative approaches to goal achievement.
Performed statistical analyses to gather data for operational and forecast team needs.
Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
Mitigated regulatory risks by overseeing adherence to rules, regulations, policies and procedures.
Identified issues with production, workforce, and resource allocation and implemented successful solutions.
Improved employee satisfaction rating by realigning and enforcing policies.

Vice President of Banking & Mortgage Operations

On Tap Credit Union

06.2016 - 06.2019

Devised and presented business plans and forecasts to board of directors.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Used market insights to capitalize on key business opportunities for new advantageous partnerships.
Mitigated regulatory risks by overseeing adherence to compliance rules and regulations, policies and procedures.
Established performance goals for department and provided methods for reaching milestones.
Monitored industry trends, keeping current on latest changes and competition in industry.
Communicated business performance, forecasts and strategies to investors and shareholders.
Monitored key business risks and established risk management procedures.
Created succession plans to provide continuity of operations during leadership transitions.
Oversaw business-wide changes to modernize procedures and organization.
Clarified roles, responsibilities and expectations of staff.
Formulated and executed strategic initiatives to improve product offerings.
Analyzed industry trends and tracked competitor activities to inform decision making.
Cultivated company-wide culture of innovation and collaboration.
Identified opportunities to improve business process flows and productivity.
Founded performance- and merit-based evaluation system to assess staff performance.
Collaborated with senior management to develop strategic initiatives and long term goals.
Increased company growth through collaboration with sales and marketing departments.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Initiated strategy to drive company growth and increase market share and profitability.
Established and maintained strong relationships with customers, vendors and strategic partners.
Managed financial, operational and human resources to optimize business performance.
Established performance goals for department and outlined processes for achievement.
Represented organization at industry conferences and events.

President

On Tap Insurance Agency

06.2016 - 06.2019

Developed and implemented comprehensive risk management programs to mitigate potential liabilities.
Oversaw business-wide changes to modernize procedures and organization.
Prepared annual budget forecasts and monitored performance to meet organizational objectives.
Initiated strategy to drive company growth and increase market share and profitability.
Led operational team in development, rollout, and management of new product lines.
Cultivated strong relationships with external partners to foster collaboration and maximize resources.
Managed financial, operational and human resources to optimize business performance.
Established and maintained strong relationships with customers, vendors and strategic partners.
Developed innovative sales and marketing strategies to facilitate business expansion.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Represented organization at industry conferences and events.
Devised and presented business plans and forecasts to board of directors.
Facilitated communication between departmental teams and stakeholders to build consensus.
Reduced operational costs through strategic cost management initiatives.
Monitored key business risks and established risk management procedures.

Lending Protection Manager

CUNA Mutual

08.2015 - 06.2016

Responsible for strategic consulting & sales strategy development for credit unions in Colorado and Wyoming territories.
Analyzed business processes to identify cost savings and operational efficiencies.
Trained newly hired employees to provide information regarding processes, procedures and deadlines.
Conducted weekly one-on-one meetings with employees to provide performance evaluations, resolve issues and answer questions.
Created financial dashboards to provide insights into key performance indicators.
Advised clients of financial services that could prove to be beneficial.
Complied with established internal controls and policies.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Vice President of Lending & Operations

Highmark Federal Credit Union

01.2007 - 02.2015

Responsible for the oversight of all front-office functions from retail banking, branches, digital channel, consumer-mortgage-commercial lending, call center, marketing, sales and service.
Responsible for meeting strategic financial objectives and growth strategy.
Improved overall financial reporting by streamlining control processes and reporting structures.
Developed strategic plans for day-to-day financial operations.
Analyzed business processes to identify cost savings and operational efficiencies.
Created and managed financial models to evaluate corporate investments and acquisitions.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Conducted financial due diligence on potential investments and acquisitions.
Evaluated and negotiated contracts to procure favorable financial terms.
Designed and maintained financial models to identify and measure risks.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Created financial dashboards to provide insights into key performance indicators.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Established internal audit procedures to validate and improve accuracy of financial reporting.

Lending Manager

US Alliance Credit Union

04.1997 - 12.2006

Evaluated and negotiated contracts to procure favorable financial terms.
Created and managed financial models to evaluate corporate investments and acquisitions.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Trained newly hired employees to provide information regarding processes, procedures and deadlines.
Lead team charged with consumer lending compliance and risk evaluation.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Cultivated relationships with automotive dealerships by making sales calls.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Approved and underwrote consumer loans for lines of credit and home equity.
Conducted weekly one-on-one meetings with employees to provide performance evaluations, resolve issues and answer questions.
Developed strategic plans for day-to-day financial operations.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Created financial dashboards to provide insights into key performance indicators.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Designed and maintained financial models to identify and measure risks.
Recruited, interviewed and hired new employees bringing value to lending department.

Summary

Overview

Work History

Vice President of Operations

Vice President of Banking & Mortgage Operations

President

Lending Protection Manager

Vice President of Lending & Operations

Lending Manager

Education

Bachelor of Science - Business Administration

Graduate Banking / CUNA Management Diploma - Banking And Financial Support Services

Skills

Websites

Accomplishments

Certification

Timeline

Similar Profiles

Cesar PerdigonCesar Perdigon

Sakshi GirheSakshi Girhe

Artemisia WoolnoughArtemisia Woolnough

Taylor BrownTaylor Brown

Jason SmithJason Smith