Chief Financial Officer
Current
May 2023 - Present
AeroLeads people directory · profile
Charlie Lovering Email & Phone Number
CFO
at
Great Oaks Bank
1 work email found
@marshlandfcu.coop
1 phone found area 803
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CFO
Location
Greater Savannah Area, United States, United States
Who is Charlie Lovering? Overview
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Quick answer
Charlie Lovering is listed as CFO at Great Oaks Bank, based in Greater Savannah Area, United States, United States. AeroLeads shows a work email signal at marshlandfcu.coop, phone signal with area code 803, and a matched LinkedIn profile for Charlie Lovering.
Charlie Lovering previously worked as Chief Financial Officer at Great Oaks Bank and EVP/COO at Marshland Credit Union. Charlie Lovering holds Bachelor Of Business Administration (B.B.A.), Accounting from Auburn University Harbert College Of Business.
Company email context
Email format at Great Oaks Bank
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{first_initial}{last}@marshlandfcu.coop
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AeroLeads found 1 current-domain work email signal for Charlie Lovering. Compare company email patterns before reaching out.
Profile bio
About Charlie Lovering
I am a successful leader with over 30 years of experience in retail banking, financial, operations, and executive leadership with a thorough understanding of the credit union industry, including expert knowledge of lending principles, account and financial management and a commitment to fostering a culture of innovation. Accomplished and proven professional and developer with a track record of consistently meeting and exceeding strategic goals in diverse multiple business lines; Retail Banking, Financial Management, Executive Leadership and Operations & Compliance. Skilled performer in several roles: Interim President and CEO, Chief Operating Officer, Executive Vice President & Chief Financial Officer, Senior Vice President and Director of Operations. Previously CFO at XploreFCU in New Orleans. Prior to XploreFCU was EVP/CFO at Congaree State Bank: Oversaw the management and coordination of all fiscal reporting activities for the organization including: Securities and Exchange reporting, organizational revenue/expense and balance sheet reports, and ongoing development and monitoring of controls systems designed to preserve company assets and report accurate financial results.Assist in formulating the company’s future direction and supporting tactical initiatives along with monitor and direct the implementation of the strategic business plan.Coordination of independent auditors ensuring all audit issues are resolved and compliance issues are met for the preparation of the annual financial statements.Oversee the management of the investment portfolio strategy and liquidity funding sources.Responsible for the asset-liability management reporting function and accomplished improvement in the Net Interest Margin by over .50 bps within the last year by properly managing the asset/liability mix.
Listed skills include Banking, Financial Analysis, Portfolio Management, Risk Management, and 17 others.
Current workplace
Charlie Lovering's current company
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7 roles
Charlie Lovering work experience
A career timeline built from the work history available for this profile.
Evp/Coo
- Enhanced the growth in two new markets within the last year with over 10 million in loan production and 1,100 new accounts opened.
- Revamped the marketing strategy to increase brand awareness, diversify membership and achieve above average branch deposit and loan growth.
- Motivated member e-branch utilization by redesigning the Website and enhancing electronic services. Included increased digital marketing to driving more website traffic.
- Implemented enhanced ancillary products with new vendor partnerships. Successfully implemented several Rewards Deposit Accounts to grow interchange income and push Marshland to top of wallet for Debit Card utilization.
- Motivated production employees to achieve sales goals through the implementation of individualized development plans and incentive-based compensation
- Assist in formulating the company’s future direction and supporting tactical initiatives along with monitoring and directing the implementation of the strategic business plan.
Sep 2018 - May 2023
Cfo
- Enhanced the investment portfolio mix to achieve a 20% increase in Investment Yield.
- Implemented a new Overdraft Management system to increase member utilization and increase non-interest income.
- Worked on new Rewards Credit Card program to grow interchange income and top of wallet Credit and Debit Card utilization.
- Successfully negotiated vendor contracts to reduce cost by over 30%.
- Upgraded crucial accounting software to enhance employee productivity and efficiencies.
- Oversaw the management of Liquidity and Asset Liability mix.
Apr 2017 - Sep 2018
Evp/Cfo
Congaree State Bank
- Managed the production of 25 employees in the operations and branch network.
- Oversaw all operational and service aspects of the branch network.
- Responsible for the Human Resources Manager and the employee benefits program.
- Oversee the management and coordination of all fiscal reporting activities for the organization including: Securities and Exchange reporting, Quarterly Call Report, FRB reports, and organizational revenue/expense and.
- Ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.
- Coordination of independent auditors ensuring all audit issues were resolved and compliance issues were met for the preparation of the annual financial statements.
Jun 2006 - Jul 2016
Interim Ceo & Cfo
Congaree State Bank
- Led effort to analyze company’s current competitive position and evaluate available strategic alternatives allowing the bank to become profitable on a monthly basis.
- Managed $108 million loan portfolio and responsible for distressed asset workouts.
Jan 2009 - Jun 2010
Senior Vice President, Director Of Operations, Cfo
Coastalstates Bank
Jun 2004 - Jun 2006
Executive Vice President & Cfo
Coastal Banking Company
Sep 1999 - Jun 2004
1 education record
Charlie Lovering education
-
Auburn University Harbert College Of Business
FAQ
Frequently asked questions about Charlie Lovering
Quick answers generated from the profile data available on this page.
What company does Charlie Lovering work for?
Charlie Lovering works for Great Oaks Bank.
What is Charlie Lovering's role at Great Oaks Bank?
Charlie Lovering is listed as CFO at Great Oaks Bank.
What is Charlie Lovering's email address?
AeroLeads has found 1 work email signal at @marshlandfcu.coop for Charlie Lovering at Great Oaks Bank.
What is Charlie Lovering's phone number?
AeroLeads has found 1 phone signal(s) with area code 803 for Charlie Lovering at Great Oaks Bank.
Where is Charlie Lovering based?
Charlie Lovering is based in Greater Savannah Area, United States, United States while working with Great Oaks Bank.
What companies has Charlie Lovering worked for?
Charlie Lovering has worked for Great Oaks Bank, Marshland Credit Union, Xplore Federal Credit Union, Congaree State Bank, and Coastalstates Bank.
How can I contact Charlie Lovering?
You can use AeroLeads to view verified contact signals for Charlie Lovering at Great Oaks Bank, including work email, phone, and LinkedIn data when available.
What schools did Charlie Lovering attend?
Charlie Lovering holds Bachelor Of Business Administration (B.B.A.), Accounting from Auburn University Harbert College Of Business.
What skills is Charlie Lovering known for?
Charlie Lovering is listed with skills including Banking, Financial Analysis, Portfolio Management, Risk Management, Auditing, Commercial Lending, Commercial Banking, and Business Planning.
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