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Motivating leadership to transform and grow business, delivering dynamic gains in financial performance and member/client engagement.Accomplished financial services professional, leveraging analytical acumen and communication skills to achieve strategic growth goals. Drives profitability and organizational efficiency by re-organizing operational structures, redefining core processes, and maximizing ROA. Takes initiative to create and advance complex projects with high value to both the business and clients. Successfully develops new business relationships through C-Level dialogue and expedites contractual negotiations. Conveys unwavering commitment to customer satisfaction and serves as the voice of the client. Areas of Expertise* Lead and coordinate strategic planning * Optimize return on capital investments * Financial performance management * Financial risk management (ALM, credit, investment, liquidity, electronic transactions, compliance)* Identify industry trends and business opportunities * Organic revenue growth existing relationships * Inorganic revenue growth through partnerships/ acquisitions* Clear and consistent articulation of strategy- internally and externally * Thorough understanding of financial services, business lines, markets, clients and consumers* Organize, motivate and empower staff * Effective contract negotiations with C-Level clients
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President And CeoEdifi Credit UnionManville, Nj, Us
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President / CeoEdifi Credit Union Jul 2018 - Present
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President / CeoAbco Federal Credit Union Jul 2018 - Present
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Director Of Business DevelopmentMember First Mortgage Llc (Nmls Id# 149532) Nov 2017 - Jun 2018Devise and implement strategy to achieve corporate goals in terms of account development and product deployment. Establish national brand development program to create awareness of the organization and the services that it offers.* Instituted a “Best Practices” communication model, crafting compelling content to position organization as the leading subject matter expert. * Evaluated correspondent lending program, client profile, and processes to identify beneficial renovations to the business channel that will increase business and provide additional value to clients. * Developed creative marketing campaigns to promote all corporate services, generating both B2B and B2C messaging. * Analyze each client’s internal and external challenges and opportunities; understand the financial and service goals of each partner; and establish an approach to achieve success, with accompanying pro-forma projections.
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Regional Sales Executive (Sr. Sales Consultant)Cu Members Mortgage 2012 - 2016Wholly-owned division of Colonial Savings Bank, closing $3-4 Billion of new mortgage loans annually with a servicing portfolio in excess of $28 Billion. CU Members Mortgage is the largest nation-wide full-service mortgage facilitator for the credit union industry with over 1,000 clients.Lead team of regional account executives to provide increase production and revenue from existing and new clients, strengthen client relations and ensure exceptional service. Cultivate and close sales across multiple lines of business. Utilize analytical skills and deep industry knowledge to identify pervasive business needs of target market. Negotiate complex contractual relationships with C-Level executives. Identify new product needs for clients and operational direction to develop them. Establish brand recognition among credit union industry and business partners. * Increased regional customer base by over 200% through organic growth and new client acquisitions. * Leveraged B2B and B2C outreach to increase productivity across multiple delivery channels. * Identified profitable partnerships and prospective acquisitions to enhance competitive differentiation and to accelerate corporate growth. * Developed dynamic outreach material and marketing collateral to cultivate deeper industry ties and to enhance corporate profile, garnering additional business and valued partnerships.* Advocated for and successfully introduced new products and services that contributed an additional 20% of volume. * Educated clients and internal team about the elements of risk management inherent in outsourced mortgage solutions, including liquidity, credit, reputation, regulatory, balance sheet concentration, and asset-liability management.
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Vice President, Sales And MarketingClarity Member Services 2009 - 2011De novo mortgage banking company chartered to deliver a full menu of private-labeled and wholesale mortgage fulfillment services. Launched company in conjunction with a retail mortgage division, providing national reach and expertise in competitive financing products.Designed strategic plan to acquire clients and transactions for new company, with initial regional focus and expansion to a national footprint. Evaluated potential business partners, assessed due diligence findings and participated in negotiating agreements to enable delivery of a full complement of mortgage options. Created effective corporate communications, frequently authored articles for internal and external publications, delivered presentations to executive audiences.* Successfully created a unique and identifiable corporate brand, garnering national recognition through a multi-media effort and by positioning company and executive team as subject matter experts. * Acquired client base through identification of most viable prospects and presenting a comprehensive proposal. Drafted pro forma income projections and balance sheet impact statements for clients. * Forged industry partnerships to deliver conventional, government and jumbo mortgage loans, mortgage insurance programs, and value-add services by engaging contacts at government enterprises and leading service providers. * Delivered solutions that offered credit, liquidity and regulatory risk mitigation for clients, while providing income and valued service.
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Vp, Marketing And Business DevelopmentCu National Mortgage 2002 - 2008Industry leader in private-label mortgage lending, production and servicing for credit unions and other financial institution. CU National Mortgage division leveraged the wholesale, retail and branch resources of the parent company to offer an enhanced product menu. Developed comprehensive growth strategy and hired/ managed sales team to achieve corporate goals. Exceeded sales goals and identified next generation of business opportunities. Served as the internal and external voice of the company, acting as liaison to Fannie Mae, state and national trade associations and influential technology partners. Created robust marketing initiatives for B2B and B2C markets and ensured consistent and effective messaging. * Increased production volume from $4 million to $40 million per month within first year.* Garnered national attention for company by leading collaborative initiative with Fannie Mae to deliver a turn-key home loan solution to community-based lenders.* Developed new correspondent model for larger clients to leverage their internal resources and to provide greater earnings. * Co-authored white paper to lay out future mortgage goals for credit union industry and the path to achieve those goals nationally. Published numerous articles in national trade journals and served as a speaker at conventions.
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PresidentBakelite Employees Credit Union 1995 - 2002Full service retail financial institution serving members from multiple companies. Organization was placed under regulatory sanctions prior to my arrival, and required a complete rehabilitation, including operations, earnings, compliance, policies and procedures and technology. Performed encompassing and expeditious turn-around of credit union that was experiencing long-term decline of its financial performance, customer service levels and asset quality. Developed a comprehensive strategic plan to restore growth, profitability and security. Thoroughly evaluated and renovated policies, operational procedures, loan programs, and measurement and analysis techniques. Reorganized staff, provided extensive training, and elevated employee engagement levels, empowering them to be a part of the successful solution. * Realized an increase of 40% in deposits and loans within the first year, as well as a 22% gain in net worth. * Transformed dissatisfied customers into productive relationships through open communication and responsiveness. Achieved a 35% increase in utilization of electronic banking services within a 3 month campaign and experienced a vast increase in the use of products across the board. * Introduced additional lending and investment services by leveraging the resources of trusted and vetted partners. Expanded menu of services, enabling growth while closely managing costs. * Implemented asset liability management strategy and plan, effective budgeting, strategic planning process, long range business plan and, a framework to leverage the value of both acquisitions and a merger. -
Board MemberEmpire Corporate Fcu 1996 - 2001UsAs a member of the Board of Directors of one of the largest corporate credit unions in the country (now known as Alloya), participated in initiatives that impacted the entire credit union industry, with an influence that extended well beyond our current clients. This included the creation of an asset liability management platform, improved efficiencies in item processing and electronic transactions, investment management tools, liquidity maintenance services, and optimizing return on assets, while effectively managing risk. -
PresidentFairleigh Dickinson University Federal Credit Union 1991 - 1995Resolved structural deficiencies in credit union's balance sheet and loan portfolio, while implementing new products and expansion of client base. * Increased assets and deposits by 40% through implementation of new products and pricing structures that reflected customer needs. * Decreased loan portfolio delinquency from 17% to 0.3% through methodical review of files, developing resolution options and negotiating mitigation.* Established financial and operational controls for account reconciliations, investment management, budgeting, and loss mitigation.
Jill Peterson Skills
Jill Peterson Education Details
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Rutgers UniversityEconomics And French -
L'Universite De Haute Bretagne, Rennes, FranceFrench Language Studies
Frequently Asked Questions about Jill Peterson
What company does Jill Peterson work for?
Jill Peterson works for Edifi Credit Union
What is Jill Peterson's role at the current company?
Jill Peterson's current role is President and CEO.
What is Jill Peterson's email address?
Jill Peterson's email address is ja****@****ine.net
What is Jill Peterson's direct phone number?
Jill Peterson's direct phone number is +190823*****
What schools did Jill Peterson attend?
Jill Peterson attended Rutgers University, L'universite De Haute Bretagne, Rennes, France.
What are some of Jill Peterson's interests?
Jill Peterson has interest in Social Services, Children, Economic Empowerment, Politics, Disaster And Humanitarian Relief.
What skills is Jill Peterson known for?
Jill Peterson has skills like Business Development, Finance, Loans, Strategic Planning, Banking, Marketing, Risk Management, Credit, Credit Unions, Contract Negotiation, Executive Management, Strategy.
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