Summary
Overview
Work History
Education
Skills
EDUCATION
Accomplishments
Timeline
Generic

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.
  • Cultivated strong member relations and ensured exceptional service delivery across branch functions, enhancing overall member satisfaction.
  • Set individual goals and branch targets to support monthly sales objectives.
  • Provided guidance, coaching, observation, and performance review support for a branch staff of 15.
  • Facilitated skill development for branch staff, creating pathways for advancement and promoting successful transitions into management positions.
  • Participated in a BMAC team to enhance and implement new tools and service guides for sales products and resources; collaboration between peers toward achieving a finished product
  • Lead staff meetings to communicate procedural updates and cross-train employees on credit union products and services.
  • Coordinated with Learning & Development and IT teams to implement new sales referral program, increasing referral efficiency for credit union staff.
  • Expert knowledge in Symitar, ProfitStars, MeridianLink, Loans PQ, Synapsys, Card Wizard, & ImageCenter

Education

General Studies

Tidewater Community College
Virginia Beach, VA
01-1994

Skills

  • Branch management
  • Mortgage loan origination
  • Lending operations
  • Regulatory compliance
  • Core banking systems
  • Sales performance
  • Member relations
  • Team leadership
  • Performance coaching
  • Talent development
  • Policy and procedure development

EDUCATION

  • Annual NCUA 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
THERESA LONG