Iovani Lopez, Mba Email & Phone Number

Lakeland, Florida, United States

I am entrusted with recommending strategies, benefits, and unique products and services to enhance member value. Beyond individual contributions, my responsibilities extend to leading a dedicated team of business relationship specialists.Together, we are focused on multiple fronts. First and foremost, we aim to grow our brand awareness, ensuring that PEFCU is making a difference in our member’s financial well-being. Simultaneously, we play a pivotal role in executing strategic… Show more I am entrusted with recommending strategies, benefits, and unique products and services to enhance member value. Beyond individual contributions, my responsibilities extend to leading a dedicated team of business relationship specialists.Together, we are focused on multiple fronts. First and foremost, we aim to grow our brand awareness, ensuring that PEFCU is making a difference in our member’s financial well-being. Simultaneously, we play a pivotal role in executing strategic initiatives that drive the overall success of the credit union.Moreover, our collective mission goes beyond financial transactions – we are committed to helping all members live their best financial lives. It's not just a role; it's a collaborative effort to impact our community positively. Show less

As a Branch Manager, my role fosters productivity growth and elevates the member experience. Employing a customer-centric and employee-focused approach, I lead a team dedicated to delivering exceptional service. I oversee daily operations, ensuring efficiency and development. Collaborating with staff, I implement strategies to boost productivity, drive member engagement, and achieve business objectives.

As a Commercial Loan Officer, I was responsible for managing a diverse portfolio of commercial accounts and developing new business for the credit union. My role involved maintaining close member contact to ensure continued satisfaction and anticipating additional financing needs.Some of my key achievements include:Successfully negotiating and structuring deals in alignment with credit union credit policies and lending practices, resulting in a high approval rate and positive… Show more As a Commercial Loan Officer, I was responsible for managing a diverse portfolio of commercial accounts and developing new business for the credit union. My role involved maintaining close member contact to ensure continued satisfaction and anticipating additional financing needs.Some of my key achievements include:Successfully negotiating and structuring deals in alignment with credit union credit policies and lending practices, resulting in a high approval rate and positive member feedback.Prepared effective and comprehensive packages for credit approval presentation to senior leadership, ensuring that all necessary documentation and analysis was completed to the highest standard.Developed strong relationships with centers of influence (COIs), which resulted in new business account market growth of 7X.As an experienced commercial loan officer, I have a deep understanding of credit union lending practices and policies. I possess excellent relationship management skills and am able to build strong connections with members, business owners, and COIs.If you're looking for a reliable and knowledgeable commercial loan officer who can help your business achieve its financial goals, connect with me. Show less

Lansing, Mi

As a Branch Manager for a $300MM community financial institution, I was responsible for leading operational and strategic performance efforts in 33% of the total branches. My role involved overseeing the development and retention of a team of 15+ individuals, ensuring that all staff were trained, motivated and equipped to deliver exceptional customer service.In addition to my branch management duties, I actively participated in several key committees including the Business Loan… Show more As a Branch Manager for a $300MM community financial institution, I was responsible for leading operational and strategic performance efforts in 33% of the total branches. My role involved overseeing the development and retention of a team of 15+ individuals, ensuring that all staff were trained, motivated and equipped to deliver exceptional customer service.In addition to my branch management duties, I actively participated in several key committees including the Business Loan Committee, Organizational Change Committee, and Community Outreach Committee. Through my involvement in these committees, I was able to leverage my expertise and knowledge to contribute to the overall success of the institution.Some of my key achievements include:Developing and executing successful organizational change initiatives through my participation in the Organizational Change Committee, which led to an improvement in employee engagement and retention.Serving the community through the Community Outreach Committee, which resulted in increased brand awareness, and community involvement. Show less

Master Of Business Administration - Mba

Successfully completed an MBA program from FGCU with a focus on leadership, strategy, supply management, and data analytics. Acquired.

Bachelor Of Business Administration - Bba, Business Administration And Management, General