Candice Shaffer Email & Phone Number

United States

Led efforts in talent acquisition and onboarding strategies to attract high-caliber sales professionals. Evaluated team productivity, performance and development to ensure appropriate staffing, training and workflow efficiency. Consistently surpassing sales targets over the last 6 years, achieving #2 nationwide for warranty sales, with outstanding penetration rates of 46% for warranty and 70% for Gap. Spearheaded a $68M Outbound Refinance program for enhanced member retention. Contributed to policy and procedure development to ensure regulatory compliance at local, state and federal levels. Contributed to implementing a loan origination system, automating manual processes, and enhancing quality to surpass set loan growth goals. Participated in the Experience Council and Emerging Leaders Council to contribute and share my leadership skills within my organization.

Played a key role in coaching, mentoring and providing development opportunities for my teammates. Ensured thorough coverage through resource management. Assisted in facilitating the centralization of the Sales Team to align with the current lending model. Conducted member interviews to secure precise and pertinent information for loan applications. Successfully promoted ancillary products tailored to my member’s needs, cultivating long-term relationships through effective phone communication. Handled escalated member calls, de-escalating situations and finding effective solutions. Negotiated deals to secure optimal outcomes for both the members and the credit union.

Evaluated loan applications from our dealer partners, assessed applicant’s financial standing, and analyzed credit to determine loan feasibility. Made decisions within set guidelines and escalated to management when outside the set limits. Communicated effectively with dealers on in-house deals and assisted processing to resolve funding delays.

Augusta, Kansas

Conducted member interviews to secure precise and pertinent information for loan applications. Successfully promoted ancillary products tailored to my member’s needs, cultivating long-term relationships through effective communication. Handled escalated member calls, de-escalating situations and finding effective solutions. Negotiated deals to secure optimal outcomes for both the members and the credit union. Assessed applicant’s financial standing, and analyzed credit to determine loan feasibility. Made decisions within set guidelines and worked with the Board appointed Credit Committee to approve loans outside the set limits. Compiled loan documentation for closings, managed the processing and disbursement for proceeds for funded loans. Called and collected on delinquent loans. Spearheaded an Indirect Program in collaboration with local dealerships, ensuring smooth member funding for vehicle purchases. Cultivated relationships with our dealer partners to guarantee the success of the Indirect Program. Contributed to implementing a loan origination system, automating manual processes, and enhancing quality to surpass set loan growth goals.

Management

Professional Certificate of Management

High School Diploma

Cu Lead Graduate