Dedicated professional with expertise in financial wellness and customer engagement strategies. Committed to optimizing service success and fostering a culture of continuous improvement through effective communication and collaboration.
Overview
36
36
years of professional experience
Work History
Sr Partner Company Advisor
Tropical Financial Credit Union
09.2018 - 07.2026
Led strategic initiatives to enhance member engagement and improve service offerings.
Presented Financial Wellness information via webinar and in person at our partner companies and in the public school systems.
Attended company and community events to assist with financial wellness products and to brand the credit union in the community.
Mentored cross-functional teams to optimize operational efficiency and streamline processes.
Developed and implemented policies that aligned with organizational goals and regulatory requirements.
Analyzed financial data to drive decision-making and identify growth opportunities for product lines.
Branch Manager
Tropical Financial Credit Union
06.2008 - 09.2018
Led branch operations to enhance member satisfaction and engagement.
Helped reactivate our partner company program to bring more business into the branch by working in the community.
Built brand awareness by supporting other not-for-profit and assisting with financial wellness programs
Developed strategic initiatives to increase loan portfolio growth and profitability.
Mentored staff, fostering a culture of continuous improvement and professional development.
Implemented process enhancements that streamlined workflows and reduced operational inefficiencies.
Assistant Branch Manager
Tropical Financial Credit Union
01.2002 - 06.2008
Handled operational and security duties at the branch.
Developed training programs for new staff, improving onboarding efficiency.
Implemented process improvements, streamlining workflow and reducing errors.
Managed daily branch activities, ensuring compliance with industry regulations.
Oversaw staff performance evaluations, fostering professional development opportunities.
Trained and developed new team members in alignment with branch service standards and objectives.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
Responded to customer concerns, working with the manager to significantly raise customer satisfaction ratings.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Loan Advisor
Tropical Financial Credit Union
09.1994 - 01.2002
Advised clients on loan products, ensuring alignment with financial goals and needs.
Consistently exceeded my loan and product sales goals
Recognized as a top performer consistently during my tenure
Evaluated the creditworthiness of applicants using advanced underwriting tools for risk assessment.
Developed personalized loan solutions, enhancing customer satisfaction and retention rates.
Streamlined loan processing procedures to improve turnaround times and operational efficiency.
Provided ongoing support for existing clients, addressing concerns or questions related to their loans as needed throughout the life of the agreement.
Boosted customer satisfaction levels with a timely response to inquiries and resolution of issues. I regularly received recognition letters from members and built a large portfolio of referral business.
Achieved successful loan closures by diligently managing client relationships throughout the entire application process.
Participated in networking events to promote the company's loan products and services, establishing valuable connections within the industry.
Teller
Tropical Financial Credit Union
08.1990 - 09.1994
Processed customer transactions accurately and efficiently, ensuring compliance with credit union policies.
Consistently had detailed conversations with members to offer financial solutions that would best suit their needs
Assisted members with account inquiries and resolved issues to enhance customer satisfaction.
Maintained cash drawer accuracy through meticulous balancing procedures at day's end.
Trained new tellers in operational protocols and customer service standards to ensure consistent performance.
Education
Associate of Science - Psychology
Broward College
Pembroke Pines, FL
High School Diploma -
NMB Sr High School
North Miami Beach, FL
05-2004
Skills
Business development-sales through service success
Financial Wellness training for partners, members, and the community
Presented engaging workshops
Coordinated conference attendance
Trained and worked with separate teams
Excellent communicator
Strategic planning
Accomplishments
Successfully assisted in reinventing our partner and community program.
Worked with vendors daily on our financial wellness programs with our partners and community
Hosted and presented financial wellness information by webinar and in person to large groups
Trained other departments in sales and service for one-to-one and at events and conventions
To this day, still hold the highest sales records across all my roles with the credit union. I attribute this to my service focus and culture
I love helping people, and I feel this makes all the difference in the world. I was always available to my team and my members. I pride myself on being flexible with everything from my mind to my time.
Languages
English
Native or Bilingual
Interests
Offering time and support to shelters for the homeless, women, and animals
Getting involved in local advocacy groups to promote positive change in the community
Managing Director of Greater China Region/ Australia Partner, Investment, Company Operation & Management,Partner Relationship, BD at Pegasus Tech VenturesManaging Director of Greater China Region/ Australia Partner, Investment, Company Operation & Management,Partner Relationship, BD at Pegasus Tech Ventures