Shawna Bell, Cem Email & Phone Number

Simsbury, Ct, Us

Burlington, Vermont, United States

Remote

➤ Providing professional and technical support in the development, installation, and maintenance of business systems solutions, assisting management in solution development and system activities.➤ Serving as a leader on medium to large initiatives for CUNA Mutual Group's insurance, retirement, and investment products that provide financial security and protection to credit unions and their members worldwide.➤ Leading a team of 9 associates, supporting a culture of performance, high standards, and defined values, mentoring staff and maintaining processes, standards, and templates to assist new team members with onboarding.➤ Serving as the business owner for assigned initiatives within the enterprise, providing business vision and clear objectives for those initiatives, prioritizing them including determining trade-offs based on business impacts.➤ Determining go-to-market strategies for functional products as well as initiatives involving sales process creation to help ensure a successful launch as well improving sales cycles.➤ Serving as the thought leader across the enterprise to drive initiatives forward and serving as the voice of the customer in determining features and scope of work for initiatives while establishing cross-functional teams.➤ Identifying key value drivers, providing tools or approaches to maximize and communicate value in simple business terms that clients can understand and adopt while defining, documenting, and improving continuous improvement practices or behaviors, embedding them within the culture throughout the enterprise.➤ Worked with the internal Learning and Development team to ensure credit unions were receiving the maximum benefit from their resources.

Madison, Wisconsin Area

➤ Identified areas for business development that will meet anticipated demand, shaping hiring practices, staff training, and production methods, addressing specific issues by implementing corrective strategies to ensure the company invested in the right products and services.➤ Worked with industry-leading institutions to determine features, implementation scope, training, and marketing, supporting a greater than expected market adoption rate leading to an expanding role to be involved in a larger scope of initiatives.➤ Defined future business goals and determined how to achieve those goals effectively, assessing the current status of the company, evaluating operations and how effective the enterprise has been at meeting goals.

East Coast

➤ Led an enterprise new product launch within a 26-state territory, working as one of 2 specialists within the enterprise assigned to new launches and the validation in the marketplace that is associated with new product or service creation.➤ Analyzed plans to foresee any potential issues and came up with effective ways to prevent or resolve problems that could stem from proposals as well as served as a conference speaker devoted to bringing lending solutions to the credit union marketplace.➤ Worked closely with Sales Partners using tools, processes, or technology to assess customer's current business issues, strategies, and tactical goals to build a vision and a path for growth and retention of CUNA Mutual products, services, or solutions in assigned customer accounts.➤ Assisted in the pre-qualification, assessment, development, and presentation of client-specific proposals, contracts, and business reviews as well as prepared and delivered presentations to clients or other audiences as needed.➤ Applied understanding of the competitive environment including competitor's strengths and weaknesses in the credit union industry together with diverse financial or insurance services markets.➤ Assisted with the negotiations and contracting terms of sales including conducting in-depth, innovative, and value-added strategic reviews with assigned customers to attract, retain, and grow business.➤ Provided thought leadership, competitive analysis, insights, and consultations to Sales Partners and to customers, communicating with CUNA Mutual product leaders in the development of new products as well as enhancements of existing products.

➤ Led sales efforts as the single point of contact within a defined territory along the East Coast, overseeing account management while collaborating with the full account team, underwriters, product leaders, marketing, and additional product specialist to deliver a consultative approach to service assigned accounts.➤ Drove retention and acquisition goals, RFP leadership, claims reviews, or semi-annual account reviews at the C-suite level while delivering proactive support and engagement for Sales Partners to drive account team planning, prospecting, and pipeline management in assigned customer accounts or territories.➤ Facilitated the level of security credit union clients wanted to achieve, working with everyone from the front line to the CEO, developing and delivering industry insights for use in contract strategy, speaking at industry events and exchange visits.➤ Served as the go-to source for lending compliance, applying deep understanding of state-specific insurance regulations, incentive plan limitations, and loan originator compensation plans to be established as an invaluable resource.➤ Coached with management-level leaders and training with front line staff to establish a complete understanding of processes, goals, and business plans to help drive strategic conversations to support the overall business plan of credit unions.

Hartford, Connecticut Area

➤ Specialized in support to our Credit Union Partners with all Lending Protection Products. ➤ Established strategic goals, accountability, incentive programs, and tracking measures to aid our partners in achieving desired outcomes for both the members and the credit union.

National

Operating as a net branch of Windsor Capital Mortgage. Mortgage Consulting on both a Wholesale and Correspondent relationship with primary lenders allowed for specialized attention to my borrowers. Established long lasting relationships with lenders as an approved Underwriter with funding authorization.