Trusted advisor and proactive executive offering 20+ years in the banking and credit union industry. I specialize in developing and managing performance-focused departments that consistently exceed expectations. My leadership empowers personnel in skill-set development, relationship management, and knowledge of complex banking regulations to ensure operational compliance. I drive profitability through strategic credit decisions, cost-cutting initiatives, and innovative risk mitigation strategies. As a leader of cross-functional teams, I optimize systems, processes, and procedures to increase automations and upgrade technology. Collaborating closely with departmental leadership, I ensure adherence to industry best practices while innovating and launching new revenue streams, streamlining workflow, and enhancing communication.Select Accomplishments:❏ Slashed month-end close process from 3 days to 1 day.❏ Directed continuous improvement initiatives to reduce overhead expenses by 15%.❏ Improved net interest margins by ~ 25% via implementation of an Asset/Liability Management program (Plansmith) that integrated with the core accounting processor. ❏ Brought in to resolve compliance issues under regulatory supervision. ❏ ❏ Reengineered BSA policies and procedures. ❏ ❏ Retrained staff on best practices and state/federal regulations and expectations. ❏ ❏ Within 12 months, compliance was found to be within satisfactory levels.❏ Key participant in leadership and board meetings. Provided ongoing analysis of operating results, forecasted short/long term performance, and developed budget process.❏ Oversaw the bank’s fiscal operating results utilizing Generally Accepted Accounting Principles (GAAP), including cost accounting, budgets, and regulatory reports ensuring the safeguard of the bank’s assets. ❏ Assisted in implementing risk assessments and analysis to improve the Information Technology program to meet regulatory standards.❏ Created an office profitability model that allowed management to compare and evaluate the different offices of the bank, decreasing office overhead costs by 12%, or $225K annually, and developed a product profitability model that boosted overall profitability by 18%, or $385K annually.❏ Led a 12-member cross functional team accounting, operations, and customer service departments for a growing community bank.Let’s Connect ▬▬▬▬▬▬▬▬▬▬▬▬▬▬I welcome invitations. It would be a pleasure to hear from you!