Terry Schultz Email & Phone Number

United States

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CEFCU and CEFCU Investment Service are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CEFCU Investment Services, and may also be employees of CEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CEFCU or CEFCU Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

United States

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CEFCU and CEFCU Investment Service are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CEFCU Investment Services, and may also be employees of CEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CEFCU or CEFCU Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Peoria, Illinois Area & San Jose Ca

-Dual Program Investment Services Manager.-Manage internal relationships to promote collaboration between CEFCU Investment Services and other credit union departments-Manage credit union investment and insurance programs. This includes revenue generation, developing program structure, staff development, market growth, and program awareness.-Develop/introduced process improvements to ensure support staff and Financial Advisors create efficient workflows while providing quality member service.-Increased revenue through process improvement & program development-Manage property & casualty insurance services through an independent insurance agency. -Manage third party vendor relationships with broker-dealer, insurance companies, and others-Leverage data from CRM (Salesforce) to identify opportunities and effectiveness of advisors & marketing efforts-Restructured department, by eliminating, transitioning & creating new positions & areas of responsibility to improve consistency & maximize department performance-Annual profit/loss Budget development for the insurance division

-Responsible for overall branch success-Promotes sales and service through coaching and guidance-Drives strong member relations-Reviews and acts on all consumer credit requests -Participates in various organization to promote branch and organization-Produced and reported multiple monthly/quarterly operational results-Interviewed, hired, trained, and develop staff to meet the needs of the organization-Developed, captured and maintained key divisional results -Project leader to better define and utilize the performance evaluation process to drive division results-Analyzed and reported key regional/organizational data -Developed a multiple database platform to measure key strategic initiatives by individual, location, and region

-Cash flow management, analyst, and forecasting-Ensure proper procedures were followed to safeguard assets-Reconcile financial instruments and cash on a daily basis-Ensure department audits are completed on a timely basis-Developed and reported goals utilizing the Balanced Scorecard-Managed staff members at multiple locations-Utilized various office productivity software, Excel, Word, etc

Peoria, Illinois Area

-Managed an in-store branch, tracked branch results, scheduled staff, and attended monthly training/development events.

-Utilize active listening to resolve customer concerns -Open new accounts-Conduct loan interviews and financial research-Analyze customers/members financial accounts & make recommendations to improve their financial well-being

-Performed credit interviews-Researched applicants credit worthiness-Performed loan audit and report analysis

Electronics Repair and Maintenance

Master Of Business Administration - Mba, Business Administration And Management, General

Ba, Management