• Oversee daily operations for recruitment and staffing services. • Develop and implement operational strategies that enhance profitability, and client satisfaction.• Optimized recruitment processes, reducing time-to-fill positions by 30% and increasing placements.• Collaborate with Ownership to drive business growth and expand service offerings.

Major Accomplishments•Provided strategic oversight and leadership in collaboration with the Board Chairman to Board of Directors.•Actively contributed to the development and implementation of strategic plans, organization's vision, policies, and strategic goals.•Oversaw the financial health and performance of the credit union.•Gave input on credit union’s annual strategic business plan.• Led and facilitated board meetings.•Served on Mergers & Acquisitions, Executive, IT Steering and Member Business Lending Committee.•Reviewed and approved the credit union’s operating budget; leading to $1.7M Net Income.

• Partnered with Client Engagement Team to achieve a 95% client renewal rate, resulting in $2.3M+ in software licensing renewals. • Added $1MM+ in new top line revenue to total annual revenue. • Increased annual revenue by 10%. • Grew credit union client base by 23%. • Managed a robust sales pipeline of $5MM+ in new business and with assets exceeding $119B. • Presented and pitched company initiatives at industry conferences. • Authored the winning presentation for the 2023 CreditUnions.com Innovations Series award for Innovations in Lending. • Successfully drafted Annual Sales and Business Development Strategic Plan by collaborating with the executive team, leading to 5% increase in out of network sales. • Spearheaded weekly Robotic Process Automation (RPA) Member Relationship Manager (MRM) and other customized SaaS product demos to credit union executives, including C-suite leaders. • Facilitated quarterly onsite automation workshop consultations with credit unions, resulting in a 100% sales conversion rate. • Collaborated weekly with Product Development, Client Engagement and Technical Team to provide market insights for efficient management of client projects and effective product enhancements. • Cultivated new partnerships with credit union key-decision makers and stakeholders by attending FinTech and industry conferences monthly.• Created and implemented a handoff process that led to a more efficient onboarding process for new partners.• Effectively managed reseller partnership for a tristate credit union league. • Led all contract and pricing conversations.

-Successfully managed a client portfolio of 130+ credit unions worth $21.3B in assets. -Consistently executed 3+ demos on a weekly basis of proprietary lending participation platform to credit union CEOs, CFOs, CLOs, COOs and other banking management professionals.-Grew credit union customer base by 8% YTD.-Successfully executed the purchasing and selling of $58MM+ in loan participations trades. -Effectively onboarded 10+ new credit union partnerships to SaaS lending participation platform that led to $5MM+ in new loan participation purchases. -Accurately maintained contact and customer profile information for 130+ clients in HubSpot CRM system.-Collaborated with Sales Engineering, Client Success and Sales Team on weekly basis to evaluate sales tactics and strategies.-Increased national brand awareness by attending FinTech and financial services conferences on a monthly basis. -Sought out 15+ credit unions daily to provide well-organized insights on consumer and commercial loan pools available on the LoanStreet marketplace. -Collaborated with credit unions daily on managing their balance sheet position and helped increased assets by identifying the need to buy or sell loan participations.

-Built sustainable relationships with 40+ credit unions ranging from $20MM to $800MM+ in assets.-Demonstrated SaaS core banking software to credit union CEOs and C-suite banking professionals.-Consistently developed Core Processing pricing proposals tailored to each credit union prospects. Deals ranged from $350k to $1MM+ in revenue streams.-Oversaw the market development and managed end-to-end sales cycle for credit unions in the Midwest marketplace.-Collaborated with 20+ current clients on their annual strategic business plans to increase ancillary revenue streams for all parties.-Actively organized ongoing webinars and presented new account opening, online and mobile banking, teller, and loan origination software to 15+ credit union executives at a single time.-Created an effective marketing and sales strategy for new group provider partnership that assisted with gaining 40 new credit union clients.-Increased inside sales initiatives by generating 10+ call campaigns on a weekly basis that led to over 1,000+ leads for the 2019 FY.-Provided onsite core processing software support in the financial areas of Teller, Lending, and Member Services for 20+ credit unions undergoing data processing core conversion.-Oversaw credit union branch teams ranging from 2 to 10 employees while being onsite support for the credit union core processing conversion project.-Engaged with 6+ credit unions 120 days after their core data conversion to resolve outstanding data conversion related issues.-Increased revenue for the following Imaging SaaS: Check Item Processing, eDocument Workflow Solutions, Electronic Signature (ESIGN), Document Archiving and Retrieval, eStatements, Digital Forms & Receipts, Core Image Processing, and Mobile Deposit. -Consulted with 20+ credit unions semi-annually to review their core processing configurations and made recommendations that led to more revenue for the credit union.

Specialized in contract, contract-to-hire and direct placements for professionals locally in West Michigan and throughout the Midwest.-Recruited entry-to-high level candidates for direct hire and contract positions.-Produced 40% of total company revenue. -Increased total recruiting business services by 31%.-Improved company client base by 16% through prospecting, cold calling and visiting clients to develop relationships for future hiring needs. -Closed a $22,000 Direct Hire Fee.-Achieved a 91% acceptance rate by successfully negotiating salary requirements and expectations between candidates and clients.-Increased contract staffing placement services by 28% and improved direct placement business by 35%.-Successfully placed 15 contract employees at a client site and acted as a liaison for payroll inquiries and employee conflicts. -Reduced employee turnover for clients to 20% in a high turnover industry by implementing effective recruiting strategies for high turnover positions.-Filled technical openings 31% faster than the national average time to fill. -Attained a 3:1 Sendout-to-Placement ratio by accurately qualifying jobs through direct communications with hiring managers and informed candidates about the responsibilities, salary, and benefits of the job.-Accomplished an overall employee retention rate of 81% by formulating effective recruitment strategies.-Executed full-cycle recruiting for entry-to-high level positions with salaries ranging from $30k-$140k/year. Positions include:Leadership Positions:Plant Manager / Engineering Manager / Process Manager / Quality Manager / Maintenance Supervisor / Production Supervisor / Program Managers / Supplier Quality Managers, Engineering Positions:CAD Drafting & Design / Controls / Electrical / Industrial / Manufacturing / Process / Quality / RoboticInformation Technology Positions: IT Directors / Developers / Programmers / Software Engineers /

-Increased electronic marketing sales by 40% through effective prospecting and strategic sales techniques.-Improved company outbound call marketing services, “RevGen” by 20% through strategic selling methods.-Successfully increased a client’s mortgage portfolio through third party collaboration on a beta sales program and delivered feedback for improvements.-Recorded sales conversations in Salesforce with 100% accuracy.-Engaged with 50+ CU*Answers and Xtend shareholders by confirming proper addendum documentation was on file to comply with NCUA & CUSO ownership regulations.-Interacted daily with 120+ credit union members and non-members on financial products and services.-Enhanced communication between Xtend and 50+ credit unions by developing training documents.-Coached employees on the daily operations of 50+ credit unions to ensure proper procedures were followed 100% of the time.-Supported 25+ employees with escalations and helped resolve complicated tasks.-Educated credit union members on loan products and submitted loan applications with 100% accuracy to be reviewed by Underwriting.-Created and helped implement a new employee mentorship program and this led to mentoring 1 new employee on a weekly basis.-Assisted with increasing credit union revenue by initiating 10+ outbound daily sales calls based on call campaigns.-Attained CU*Answers Trainer Certification and taught employees on various industry and software related topics.