Corlinda Wooden, Acc, Cce, Ccufc Email & Phone Number

Wooden Consulting goes beyond conventional consulting by offering tailored strategies to help credit unions and credit union professionals innovate, execute, and achieve their business goals. Corlinda assists with the daily management, operations, speaking, and consulting.

West Des Moines, Iowa, US

As a Senior Consultant for Coopera, Corlinda is responsible for consulting with clients to help them dive into their data and identify ways that credit unions can better serve their community, support employees and accomplish their financial inclusion goals. Her goal is to help make a positive difference in the lives of financially vulnerable populations.

Tigard, Oregon, US

• Unitus is a member-owned local credit union that invests in people by doing the right thing. Unitus has been a part of the Oregon community since 1937, when a group of Pacific Telephone & Telegraph employees pooled.
• Launched a new department of the Virtual Branch to serve the members through remote channels including chat, audio, video, email, and online account onboarding
• Executive Sponsor and champion for the Hispanic Community initiative to strengthen the service to the community through the development of new products such as an immigration loan, ITIN mortgages, a remittance.
• Led and developed a strong sales and service culture across the retail channels of the credit union with exceptional service ratings and the launch of an enhanced coaching culture
• Strengthened the call center performance by launching an overflow partner and remote work capability to support business continuity
• Executive Sponsor and champion of diversity, equity, and inclusion efforts through community partnerships including items such as a change with recruitment, training, processes and procedures, and products across the.

• The Healthcare Credit Union Association promotes growth, viability, and unity of healthcare credit unions by maintaining a sharing and cooperative spirit among its members that serve the healthcare industry.
• Grew membership while cutting expenses and creating more efficiencies
• Launched a new website that integrated payment processing, doubling sponsorships

• Wooden Consulting, LLC was founded in 2012 and was created to help organizations further their future growth through focusing on innovation, execution, and achieving forward momentum in their business. Corlinda assists.
• Create and sustain sales and service cultures with teams who are new or need a refresher to the sales environment through facilitation, engagement exercises, coach the coach sessions, and reporting
• Development of leaders who foster loyalty by focusing on people's personalized talents, establishing strong partnerships with key stakeholders, and effectively communicating their future vision
• Support a positive culture for organizations and teams by facilitating ways for people to more comfortably navigate through change
• Identify and discuss innovative approaches to drive bottom line results
• Project management inclusive of legal, compliance, marketing, and publication review

Madison, Wisconsin, US

• Corlinda Wooden serves as a project manager for Filene’s Incubator projects that work to benefit underbanked consumers. The Incubators test, package, and scale innovative, viable financial products that aid financially.
• Develop and effectively execute the strategic plan for the incubator now and in the future
• Recruit credit unions across the country to join as testers
• On-board credit unions who are new as testers by creating customized marketing materials, training their staff, and creating project plan checklists
• Monitor activities to ensure both testers, program originators, and grant funders are well supported and there is forward movement with deliverables
• Co-author research briefs to showcase findings as they relate to human-centered design theories, focusing on desirability, feasibility, and viability

• Corlinda Wooden serves as a faculty member for the Southwest CUNA Management School (SCMS) which is recognized in the credit union movement for innovative, intense, hands-on, professional development. Attendees take.
• Positioning Yourself for Success
• Diving into Difficult Conversations

Tigard, Oregon, US

• Unitus Community Credit Union is one of the oldest credit unions in Oregon and serves as a not-for-profit cooperative, serving over 80,000 members with over $900M in assets. Additionally, Unitus has been recognized in.
• Shifted a union-based employee culture within the branch network that was afraid of coaching into a culture that now fully embraces coaching moments and feels empowered to learn, communicate openly, and trust each other.
• Created and facilitated sales and service training, engaging and effective calling events, coaching and leadership development, and annual sales and service rallies that unite and inspire positive action.
• Increased the Net Promoter Score (customer/member service metric) from 62% in 2010 when it was launched to 75% in 2013.
• Increased the Cross Service Ratio (customer/member relationship metric) from 2.80 in 2007 to 4.15 in 2013.
• Achieved over $30M in new loans in 2012 and increased the loan protection (loan insurance metric) from 9% in 2009 when it launched to 41% in 2013.

San Francisco, California, US

• Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and.
• Continually partners and works with Senior Managers and other business partners to develop and implement activities and strategies to increase the sales and service effectiveness.
• Complete branch visits to observe and assess the effectiveness of the branch’s overall sales and service strategy and performance.
• Provide coaching and behavioral based feedback to Managers and Senior Managers based on personal observations and analysis of reporting tools.
• Organize, develop, and lead District workshops and meetings.
• Effectively facilitate all levels of sales curriculum to adult learners from the retail stores in the Oregon and SW Washington region.

San Francisco, California, US

• Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and.
• Create, train, and coach a successful sales team through the development of staff while promoting teamwork with partners and other corporate business groups.
• Balance the development of a sales culture with the importance of maintaining operational excellence to ensure compliance with audit and operational regulations.
• Deliver consistent recognition to team members and business partners to aid in their development and motivation.
• Continually review and assess resources and activities as well as create and implement possible alternatives to align with the budgeting needs of the department.
• Support other store locations through merger processes to help get them acclimated to their changed environment.

San Francisco, California, US

• Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and.
• Ranked as #13 for the National Sales Recognition for 2002-2003.
• Ranked in the top 10 bankers for sales performance in Oregon for the 2nd quarter of 2003.
• Established a strong network and calling plan to support business development initiatives.
• Fostered repeat business by establishing a reputation for highly reliable, professional, and personalized service.
• Positively resolved member complaints.

San Francisco, California, US

• Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and.
• Winner of Western Banking Sales Recognition award for 2001-2002.
• Winner of National Sales Recognition award for 2001.
• Ranked in the top 10 tellers for sales performance in Oregon for 3 quarters in 2001.
• Fostered repeat business by establishing a reputation for highly reliable, professional, and personalized service.
• Positively resolved member complaints.