THERESA LONG
Escondido,CA
Summary
Branch manager and banking leader with strengths in branch operations, staff coaching, production growth, and member service. Supports sales and lending systems, leads procedural updates and cross-training, and monitors reports and ledgers for audit readiness. Brings hands-on knowledge of Symitar, MeridianLink, loan origination, and high-volume branch performance.
Overview
22
22
years of professional experience
Work History
Vice President, Branch Manager
San Diego County Credit Union
San Diego, California
05.2005 - Current
- Managed sales and operations performance for high-volume branch, ranking #1 overall in company production.
- Coordinated with training and IT teams to implement new sales referral program for credit union staff, enhancing referral efficiency.
- Lead staff meetings to communicate procedural updates and cross-train employees on credit union products and services.
- Provided guidance, coaching, observation, and performance review support for a branch staff of 15.
- Cultivated strong member relations and ensured exceptional service delivery across all branch functions, contributing to member satisfaction.
- Set individual goals and branch targets to support monthly sales objectives.
- Facilitated skill development for branch staff, enabling advancement opportunities and successful promotions into management positions.
- Monitored reports and ledgers for accuracy and audit readiness.
- Demonstrated strong verbal and written communication skills, along with analytical abilities to solve problems.
- Obtained NMLS real estate certification to better assist clients with mortgage needs.
- Expert knowledge in Symitar, ProfitStars, MeridianLink, Loans PQ, Synapsys, Card Wizard, & ImageCenter
Education
General Studies
Tidewater Community College
Virginia Beach, VA01-1994
Skills
- Mortgage Loan origination
- Symitar management
- Meridian Link lending
- Branch management
- Audit readiness
- Sales strategy
- Member relations
- Team leadership
- Performance coaching
- Talent development
- Policy and procedure development
EDUCATION
- Annual CUNA compliance training
- NMLS registered
- Notary Public
Accomplishments
- Feel the Teal Award winner 2025
- Mentor staff for management advancement opportunities
Timeline
Vice President, Branch Manager
San Diego County Credit Union
05.2005 - Current
General Studies
Tidewater Community College