Helen G. Email & Phone Number

Seattle, Washington, United States

Littleton, Colorado, United States

● Reports to CEO● Directs retail, call center, sales, lending, special accounts, and marketing teams● Participates in ALCO, finance strategy, human resource strategy, budget planning, pricing, project management, and overall strategy development and implementation● Brought effective deposit strategy that increased our liquidity (101% loan-to-share to 94% loan-to-share).● Led loan strategy that increased our net interest margin while balancing and decreasing risk of the portfolio. Our interest income increased 21.7% between 2022 and 2023. Our net interest income rose 1.9% despite high cost of deposits in 2023.● After 2020 and 2021 had negative income, worked with management on impactful turnaround such that income was earned in 2022 and 2023.● Worked with all departments and right-sized contracts such that the credit union’s non-interest expenses dropped 5.8% in 2023.● Assists in the development and implementation of the three-year strategic plan and brand strategy, including determining metrics for success● Presents to the Board of Directors and participates in Board meetings● Develops a comprehensive community giving plan in alignment with strategy and brand● Selects and negotiates contracts for critical vendors such as online account opening, design and build firm for a branch location, and loan origination services● Community outreach and development with special employer groups and non-profit partners, developing a co-branded campaign with NAMI ADCO, a local non-profit organizationo https://www.cuinsight.com/press-release/red-rocks-credit-union-and-national-alliance-on-mental-illness-arapahoe-douglas-counties-launch-10000-conversations-campaign-to-tackle-mental-health-in-colorado/

Work collaboratively across functional areas of the credit union to create value for our membership while directing areas of marketing, training, community outreach, volunteer programming, data analytics, and business development.

Greater Denver Area

I direct marketing, training, and community outreach (including our award-winning Clear Money program) for a growing credit union in the Denver Metro area.

Greater Denver Area

As Business Development Manager, I oversee marketing, business development, community outreach, and training for a not-for-profit, financial cooperative.

-Leads strategic training initiatives-Certified Credit Union Financial Counselor-Develops business for credit union by meeting outside organization's needs including financial education and special financial products-Enhances credit union's brand by offering outstanding education and financial coaching-Strategically combines credit union's needs with the needs of the community-Represents the credit union at conferences, booths and committee groups

In this position I'm responsible for coordinating and teaching our classes at the credit union, as well as training on all of our products and services. I also work in community outreach, which includes teaching classes at other locations and doing work at booths. I also spend time marketing the program, including using social media, email and some design skills to promote the program at the credit union.

I did both tutoring as part of the ESL department, and then worked closely with the ESL department as a math teacher for the second semester.

I also coached Debate and taught a communications course.

Phd Candidate, Business Administration

Pursuing PhD beginning August 2022

Ceo Institute I & Ii

Credit Union Executive Society (CUES) has a CEO Institute taught by ivy league universities to develop managers to become better.

Credit Union Development Educator

School Of Applied Strategic Management, Management

Masters Of Science In Management, Organizational Performance And Employee Development, 4.0

Ba, Mathematics & Bilingual Education