Patty Moen Email & Phone Number

Minnesota, United States

Support - Assist sales team for ALM First Group and ALM First Executive Benefits by generating new contracts and proposals. Ensure entity and individual state insurance licenses are in place and kept up to date. Complete paperwork with insurance carriers. Update Salesforce for clients and prospects.Strategy - Collaborate with marketing team, subject matter experts and others within company to grow overall business.Special projects - Complete projects individually as well as with coworkers inside and outside of department. Attend webinars to keep up to date with trends in the industry and share that information with colleagues across the organization. Create procedures for department administrative tasks. Assist in planning department meetings.

Minnesota, United States

Client Relationships - Manage a territory of Minnesota credit unions in the Lender Development Program. Build and nurture territory's loyalty to mutually supported lending related solutions (debt cancellation products, MRC, GAP). Support and coach front line lending staff, branch managers and senior management. Organize ideas and materials for customer engagement, credit union performance review meetings and team discussions. Training - Facilitate training modules for lenders and managers including initial sessions, follow up sessions and refresher sessions. Communication - Training, coaching, relationship building are done through face-to-face and virtual channels. Monthly and quarterly sales results communicated to territory through in person or virtual meetings and emails.Strategy - Collaborate with account teams on relationship building, strengthening management commitment, implementing rewards and recognition programs. Work with lenders to increase sales, uncover cross-sell and up-sell ratios, benefiting client's revenue and customer loyalty.

Headquarters, Illinois

Client Relationships - Grew and maintained relationships with a client base of credit unions under $15 million in assets primarily based in the Midwest and Northeast. Interactions with clients were primarily via phone calls and emails with occasional in-person interactions at industry events. Sales - Sold Alloya's financial and correspondent products and services which included but is not limited to: overnight shares and certificates, overnight loans, ACH services, coin and currency, check services, fraud protection. Referred clients to other Alloya departments for products such as loan participations, Asset Liability Management, term loans, Lines of Credit. Data Collection - Worked with external departments to collect data from clients to better understand their business needs. Performed review and analysis of financial reports to determine how to fill any voids. Made recommendations which were accepted and implemented. Special projects - Completed projects individually as well as with coworkers inside and outside of department. Called on accounts throughout the year that qualified to apply to receive a scholarship to attend industry events. Attended webinars and read news articles to keep up to date with trends in the industry and shared that information as appropriate with colleagues. Collaborated with team of coworkers to successfully coordinate one of the largest employer annual client events.

Sales - Worked with credit unions of all asset sizes and based all over the United States, with the majority being in Minnesota and Illinois. Worked to gain investment market share, selling fixed income securities, bank CDs and credit union certificates. Provided analysis and helped clients make decisions on what product was best for them, staying within regulations. Client interactions were over the phone and through email with occasional in-person meetings. Strategy - Worked with a partner at the parent company to build on shared relationships with mutual clients. Facilitated joint meetings by setting the time and location for visiting with clients, creating an agenda and gathering any marketing pieces for the meeting. Client Building - Attended industry events quarterly, participating in trade show booths, attending group meals with clients and coworkers, and participating in small credit union education sessions. Education - On an annual basis, provided investment education to clients and/or peers. Created and presented Power Point presentations to credit union CEOs, CFOs, Board of Directors as well as to groups of credit unions. Delivery of these presentations were done in person, over the phone and as webinars.Special project - Collaborated with team of coworkers to successfully coordinate one of the largest employer annual client events.Additional experience as Credit Analyst for Minnesota Corporate Federal Credit Union before it merged away 12/31/03.Credit Analysis - Worked with credit unions in Minnesota for their Lines of Credit including gathering and analyzing their financial reports as well as processing paperwork. Investment Analysis - Collaborated with the Vice President of Investments to analyze investments pre & post purchase by utilizing Bloomberg terminal, reviewing issuer's financials and reading rating agency articles. Provided information for investments portion of monthly Board of Director reports.