Coastal Federal Credit Union
Coastal Federal Credit Union is a not-for-profit, member-owned financial cooperative located in Raleigh, North Carolina. As of 2016, Coastal had $2.8 billion in assets and more than 230,000 members. Headquarters: Raleigh, NC CEO: Chuck Purvis (Jul 2012–) Founded: 1967 Subsidiary: Coastal Federal Credit Union, Asset Management Arm
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Coastal Federal Credit Union Employees
Coastal Federal Credit Union July 2013 - Present
Coastal Federal Credit Union 2013 - 2014
American Red Cross February 2009 - July 2013
American Red Cross October 2006 - February 2009
Pines of Carolina Girl Scout Council, Inc. April 2005 - October 2006
Skills
Recruiting, Management, Research, Program Management, Microsoft Word, Newsletters, Strategic Planning, Sales, Customer Service, Social Media, Program Development, Grant Writing
Education
UNC Chapel Hill 1999 — 2003
Bachelor of Arts (BA), Journalism & Mass Communication
Apex High School
Apex High School
Wells Fargo Advisors March 2003 - August 2011
Morgan Stanley-Smith Barney March 1989 - June 2003
Langley Federal Credit Union 1988 - March 1989
Coastal Federal Credit Union 1982 - 1988
Skills
Retirement Planning, Estate Planning, Finance, Investments, Portfolio Management, Financial Advisory, Asset Management, Mutual Funds, Wealth Management
Education
Wake Technical Community College 1973 — 1975
Associate of Arts and Sciences (AAS), Accounting
North Carolina State University 1971 — 1973
Political Science and Government
Coastal Federal Credit Union November 2014 - Present
Coastal Federal Credit Union January 2011 - Present
Coastal Federal Credit Union July 2004 - January 2011
Coastal Federal Credit Union July 2003 - July 2004
Coastal Federal Credit Union October 2002 - July 2003
Coastal Federal Credit Union May 1997 - October 2002
Skills
Management, Program Management, Training, Credit Unions, Loans, Policy, Process Improvement, Risk Management, Customer Service, Leadership, Banking, Credit, Consumer Lending, Microsoft Office, Mortgage Lending, Human Resources, Team Building, Strategic Planning
Education
University of North Carolina at Greensboro 1991 — 1995
Bachelor of Science (BS), Business Administration
MATRIX NCDOT April 2015 - Present
BB&T October 2012 - March 2015
BB&T October 2008 - October 2012
Coastal Federal Credit Union October 2005 - October 2007
Skills
Multi-factor..., Microsoft SQL Server, JavaScript, SharePoint, Databases, jQuery, SDLC, VB.NET, C#, Web Applications, MVC, Visio, XML, Web Services, ASP.NET, CSS, SSIS, VBScript, Requirements Analysis, MySQL, Integration, CMS, Web Design, JSON, SQL, Banking, HTML 5, XHTML, Requirements Gathering, Software Project..., Web Development, Agile Methodologies, PMP, Software Development, Database Design, HTML, Experienced Business..., Web Analytics
Education
University of Mississippi 1999 — 2001
BS, IT
The University of Southern Mississippi 1994 — 1995
Business
Coastal Federal Credit Union February 2013 - Present
Latino Community Credit Union April 2011 - Present
Latino Community Credit Union May 2010 - March 2011
Skills
Banking, Credit, Customer Service, Financial Analysis, Loans, Risk Management, Credit Cards, Leadership, Consumer Lending, Commercial Banking, Spanish, Retail Banking, Strategic Planning
Education
Politécnico Grancolombiano 2000 — 2005
Computer science Engineer, Computer Science
Politecnico Grancolombiano
Lion's Share Federal Credit Union August 2011 - Present
SC Credit Union League/Palmetto Cooperative Services March 2000 - March 2011
CUNA Mutual Group May 1993 - March 2000
Coastal Federal Credit Union 1978 - 1993
Skills
Credit Unions, Consumer Lending, Banking, Credit, Loans, Leadership, Executive Management, Strategic Planning
Education
Southeast Regional Credit Union Management School 1989 — 1991
Radford University 1977 — 1982
BA, Theatre
National Credit Union Foundation
Credit Union Development Educator (CUDE)
Sovereign Bank September 2013 - Present
Vantage Deluxe World Travel January 2013 - Present
Coastal Federal Credit Union January 2009 - November 2012
UPS January 2007 - August 2008
Skills
SQL, SAS, CRM, Microsoft Excel, Analytics, Probability, Statistics, Statistical Modeling, Bayesian statistics, Sociology, Ethnography, Demographic Analysis, Mathematical Analysis, Adobe Creative Suite, Microsoft Office, XHTML, Field Work, Focus Groups, Creative Writing, Copywriting, Copy Editing, Integrated Marketing, Advertising, Marketing, Management, Email Marketing, Forecasting
Education
Tulane University
Bachelor's degree, Sociology
State Street December 2014 - Present
Loring, Wolcott & Coolidge June 2008 - Present
Wachovia April 2006 - June 2008
Tiaa-Cref April 2004 - April 2006
Coastal Federal Credit Union August 2002 - April 2004
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Banking, Financial Reporting, Accounting, Analysis, OFAC, AML, Operational Risk
Education
University of North Carolina at Charlotte 2004 — 2006
MS
Durham Public Schools April 2013 - Present
Coastal Federal Credit Union January 2011 - July 2012
Peace College August 2010 - May 2012
Neighbor 2 Neighbor January 2012 - April 2012
Lane Bryant March 2009 - July 2011
Mechanics and Farmers Bank May 2007 - July 2009
Food Lion February 2004 - July 2007
Westaff July 2003 - October 2004
Education
Peace College 2010 — 2012
Edelman August 2013 - Present
Edelman August 2008 - August 2013
Edelman August 2006 - August 2008
Coastal Federal Credit Union September 2004 - August 2006
Coastal Federal Credit Union January 2003 - September 2004
Rochester Institute of Technology November 2001 - May 2002
Eastman Kodak September 2001 - November 2001
Eastman Kodak May 2001 - August 2001
Rochester Institute of Technology September 2000 - May 2001
Eastman Kodak May 2000 - September 2000
Education
Rochester Institute of Technology 1998 — 2002
BS, Information Technology, Communications
Coastal Federal Credit Union June 2015 - Present
BB&T December 2014 - Present
Coastal Federal Credit Union March 2013 - Present
WorldWide Vision July 2012 - Present
Bath & Body Works May 2010 - May 2011
Wakefield Year-Round Elementary April 2005 - June 2008
Veritude October 2004 - April 2008
Union of Women's Association January 1994 - January 1995
Skills
Recruiting, Onboarding, Customer Service, Employee Relations, PeopleSoft, Benefits Administration, Data Entry, Outlook, Administrative..., HRIS, Microsoft Office, Microsoft Word
Education
Peace College 2008 — 2011
History, History
Wake Technical Community College 1991 — 1995
General Office Technology, IT
Tower Engineering Professionals April 2015 - Present
Atlantic Staffing Consultants April 2014 - April 2015
Coastal Federal Credit Union July 2010 - October 2013
CMTC July 2007 - February 2009
Coaster Company of America April 2006 - July 2007
American Career College September 2002 - March 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Process Improvement, Problem Solving, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Leadership, Management, Team Building, Operations Management, Invoicing, Credit, Training, Auditing, Bank Reconciliation, Accruals, Human Resources, Analysis, Recruiting
Education
University of North Carolina at Chapel Hill 2012 — 2014
Bachelor of Arts (B.A.)
Private May 2015 - Present
Coastal Federal Credit Union February 2014 - July 2014
Coastal Federal Credit Union March 2004 - February 2014
Coastal Federal Credit Union October 2003 - March 2004
Coastal Federal Credit Union January 2003 - October 2003
Tech Resource Group (TRG) in Raleigh, NC July 2001 - August 2002
Tech Resource Group (TRG) Raleigh, NC January 2000 - July 2001
Skills
HTML, CSS, JavaScript, XML, Dreamweaver, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, Keynote, Email Marketing, Digital Marketing, Web Design, Usability, Web Analytics, Troubleshooting, Training, Project Management, Windows Server, Mac OS, Visual Studio, Windows 7, IIS, Hardware Installation, Software Installation, Lotus Notes, Microsoft SQL Server, Databases, SQL, Business Analysis, Networking, Operating Systems, Program Management, Leadership, Analytics, Software Development, Analysis, Management
Education
University of Mount Olive 2007 — 2009
A.S., General Studies
Red Hat April 2014 - Present
Research Square January 2012 - April 2014
W5 2010 - January 2012
Mckim & Creed 2006 - 2010
Coastal Federal Credit Union 2004 - 2006
Skills
CRM, Marketing Communications, Marketing, Market Research, Email Marketing, Marketing Strategy, Teamwork, Social Media, Proposal Writing, Copywriting, Marketing Management, Marketing Research, Public Relations, Social Media Marketing, Market Planning, SEO, Data Analysis, Business Development
Education
University of North Carolina at Chapel Hill 2000 — 2003
B.A., School of Journalism and Mass Communication, Advertising Concentration
Coastal Federal Credit Union June 2014 - Present
IBM May 2013 - Present
Fifth Third Bank March 2006 - September 2009
Branch Banking and Trust December 2004 - August 2005
Fore Property Company May 2003 - December 2003
University of Kentucky March 2001 - May 2003
Skills
Banking, Investments, Aduiting, Loans, Credit, Finance, Management, Mutual Funds, Financial Services, Securities, Customer Service, Insurance, Auditing, Software Documentation, Sales
Education
University of Kentucky 1999 — 2003
BA, Economics
Coastal Federal Credit Union February 2012 - Present
Independent Contractor July 2010 - January 2012
Skills
Customer Service, Public Speaking, Social Media
Education
North Carolina State University - College of Management 2004 — 2008
BS, Marketing, Accounting, Finance
Coastal Federal Credit Union January 2012 - Present
Coastal Federal Credit Union June 2011 - December 2011
Coastal Federal Credit Union January 2006 - June 2010
Skills
Customer Service, Credit, Leadership, Financial Analysis, Finance, Retail Banking, Process Improvement, Team Building, Loan Origination, Loans
Education
Queens College 2003 — 2005
Coastal Federal Credit Union February 2015 - Present
Coastal Federal Credit Union November 2012 - February 2015
Coastal Federal Credit Union October 2009 - November 2012
Coastal Federal Credit Union May 2004 - October 2009
Tops Markets LLC July 1999 - September 2003
Skills
Credit Unions, Public Relations, Media Relations, Marketing, Marketing Communications, Advertising, Strategic Communications, Strategic Planning, Program Management, Social Media, Public Speaking, Email Marketing, Social Media Marketing, Event Management, Management, Crisis Communications, Community Outreach, Event Planning, Copywriting, Governmental Affairs, Press Releases, Integrated Marketing, Social Networking, Direct Marketing, Fundraising, Corporate Communications, Internal Communications
Education
University at Buffalo 1994 — 1998
BA, Communication
Coastal Federal Credit Union September 2012 - Present
Coastal Federal Credit Union October 2010 - September 2012
Sprint October 2007 - November 2010
Skills
Banking, Loans, Consumer Lending, Retail Banking, Loan Origination, Credit Cards, Portfolio Management, Relationship Management, Refinance, Financial Risk, Financial Services, Finance, Leadership, Call Centers, Financial Analysis, Sales, Customer Service, Credit, Management, Credit Analysis, Team Building, Process Improvement, Strategic Planning, Underwriting, Public Speaking, Training, Microsoft Word, Marketing, Account Management, Credit Unions, Team Leadership, Social Media Marketing, Customer Satisfaction, Sales Management, PowerPoint
Education
Peace College 2015 — 2015
Bachelor of Science (BS), Business Administration and Management, General
SunTrust Bank October 2013 - June 2014
SunTrust May 2005 - October 2013
Coastal Federal Credit Union April 2002 - April 2005
Skills
Commercial Banking, Credit, Financial Analysis, Commercial Lending, Credit Analysis, Small Business Lending, Loans, Portfolio Management, Banking, Credit Risk, Underwriting, Financial Modeling, Capital Markets, Risk Management, Asset Management, Financial Risk, Financial Structuring, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina
M.L.S, Library & Information Science
University of North Carolina
B.A, English and History
Printer's Alley January 2006 - Present
Coastal Federal Credit Union March 2005 - January 2006
Ann Taylor Loft June 2003 - March 2005
Skills
Management, Organizational..., Human Resources, Customer Service, Merchandising, Interior Design, Leadership, Inventory Management, Marketing, Sales, Purchasing, Retail, Sales Management
Education
Towson University 1988 — 1991
Bachelor's of Science, Business Administration
Three Ships January 2015 - Present
Carrboro Yoga Company January 2014 - August 2015
Coastal Federal Credit Union October 2014 - May 2015
Three Ships October 2014 - January 2015
Self-Employed January 2013 - October 2014
Be Yoga May 2011 - November 2013
Classic Graphics August 2012 - December 2012
Red Ventures August 2011 - June 2012
Skills
Copy Editing, Web Content, AP Style, Editorial, Copywriting, Proofreading, Editing, Publications, Feature Articles, Blogging, Fact-checking, Social Media Marketing, Facebook, SEO, Social Media, Writing, Creative Writing, Marketing Copy, Twitter, Social Networking, SEO Copywriting
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English, Creative Writing
Ravenscroft School 1986 — 1999
Coastal Federal Credit Union April 2015 - Present
Coastal Federal Credit Union November 2013 - Present
Coastal Federal Credit Union May 2013 - November 2013
Chick-fil-A of Crabtree Valley Mall August 2011 - May 2013
Arby's Restaurant Group, Inc. May 2007 - August 2011
Skills
Customer Service, Microsoft Excel, Singing, Music, Time Management, Leadership, Critical Thinking, Microsoft Word, Data Entry, Social Networking, Account Servicing, Sales, Public Speaking, Microsoft Powerpoint, Problem Solving, Team Building, Team Leadership, PowerPoint, Microsoft Office, Training, Social Media, Management, Research, Coaching, Supervisory Skills, Administration, Community Outreach, Troubleshooting, Volunteer Management, Finance, Teamwork, Loans, Editing, Account Management, Insurance, Consumer Lending, Cash Management, Inventory Management, Cash Flow, Money Management, Call Centers
Education
North Carolina State University 2008 — 2013
Bachelor of Science (BS), Agricultural Business and Management
Coastal Federal Credit Union January 2009 - Present
RBC September 2005 - January 2009
RBC February 2005 - September 2005
RBC February 2003 - February 2005
Target September 2001 - May 2003
Skills
Mortgage Lending, Microsoft Excel, Pricing, Hedging, Loan Delivery, FNMA, Banking, Bloomberg Terminal, HMDA, PowerPoint, Pipeline Management, Microsoft Word, Oracle, Microsoft Office, Microsoft SQL Server, Adobe Acrobat, Lotus Notes, FICS, Empower, E3, Blitzdocs, Timely Decision Making, Organization, Communication Skills, Teamwork, Typing
Education
Strayer University-North Carolina 2009 — 2014
Bachelor's Degree, Business Administration and Management, General
Northwest Halifax High School 1998 — 2002
Coastal Federal Credit Union February 2012 - Present
Coastal Federal Credit Union March 2007 - February 2012
SunTrust Bank November 2002 - March 2007
Skills
Banking, Loans, Customer Service, Credit, Credit Analysis, Loan Origination, Commercial Banking, Underwriting, Marketing Communications, Marketing, Sales, Account Management, Leadership, Retail Banking, Consumer Lending
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor's degree, Journalism and Mass Communication
West Monroe Partners January 2014 - Present
Madrona Solutions Group October 2012 - December 2013
Wired Triangle March 2012 - September 2012
iContact February 2011 - March 2012
iContact December 2009 - January 2011
iContact January 2009 - November 2009
Coastal Federal Credit Union December 2004 - March 2006
Skills
Salesforce.com, Force.com, Cloud Computing, Business Analysis, Customer Relations, Call Center, Documentation, Knowledge Management, Email Marketing, Customer Satisfaction, Problem Solving, Teamwork, Social Media, Business Process, Data Analysis, Analytics, Customer Experience, Troubleshooting, Software Documentation, CRM, SFDC, Cross-functional Team..., Agile Methodologies, Business Intelligence, Account Management, Salesforce.com..., Business Process..., SaaS, Process Improvement, Requirements Analysis, SQL, Customer Service, Marketo, Marketing, Lead Generation, Marketing Automation, Salesforce.com..., Integration, Technical Support, Vendor Management, Enterprise Software, Scrum, Product Management, PaaS, Call Centers, Testing, Data Migration, Databases, E-commerce, Sales Operations
Education
Bombay University 1980 — 1995
Bachelor of Commerce (B.Com.), Computers and Accounting
Coastal Federal Credit Union May 2012 - Present
Express Employment Professionals(Coastal Federal Credit Union) June 2011 - May 2012
Amfasoft Corporation January 2010 - July 2010
ACE / ESIS June 2004 - July 2009
WesCorp May 2002 - June 2004
Alameda County Water District January 2001 - January 2002
UNISIL CORPORATION January 1997 - January 2001
Education
Ohlone College 2000 — 2004
AA, Administrative Assistant & Accounting
Bucharest-Romania
B.A. M., Business Administration Management
Coastal Federal Credit Union May 2015 - Present
Dunkin Donuts May 2011 - January 2015
Springdale Area Recreation Club June 2009 - August 2011
Lowes Foods June 2010 - September 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Management, Sales, Access, Organization, Team Leadership, Leadership Development, Business Advising, Communication, Social Networking, Motivation, Marketing, Credit Unions, Banking, Wealth Management, Wealth Management...
Education
University of North Carolina at Pembroke 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.4 GPA
Coastal Federal Credit Union October 2013 - Present
Coastal Federal Credit Union January 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2011
SunTrust Bank January 2007 - June 2011
SunTrust Bank June 2005 - December 2006
Skills
Loans, Financial Services, Finance, Banking, Customer Service, Life Insurance, Fixed Annuities, Credit Analysis, Consumer Lending, Retail Banking, Sales, Lines Of Credit, Insurance, Credit Cards, Mutual Funds, Cross Selling, Refinance, Branch Banking, Customer Satisfaction, Credit, Home Equity Loans, Credit Unions, Mortgage Lending, Commercial Lending, Investments, Underwriting
Education
University of North Carolina at Greensboro 2000 — 2004
BS, Business Administration
Wake Forest Area Chamber of Commerce July 2014 - Present
Raleigh Area January 2010 - June 2014
North Carolina Education Lottery February 2008 - December 2009
Greater Raleigh Chamber of Commerce 2002 - 2008
Coastal Federal Credit Union 1996 - 2000
WCHL Radio 1993 - 1996
Skills
Public Relations, Writing, Newsletters, Press Releases, Non-profits, Promotions, Microsoft Office, Editing, Copywriting, Marketing, Brochures, Social Media, AP Style, Magazines, Layout, Nonprofits, Research, Blogging, Facebook, Proofreading, Marketing Communications
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Journalism and Mass Communication
SECU January 2015 - Present
BB&T 2006 - December 2014
Coastal Federal Credit Union 2006 - 2006
Coastal Federal Credit Union 2002 - 2006
Coastal Federal Credit Union 1997 - 2002
Skills
Business Analysis, Risk Management, Vendor Management, Visio, Process Improvement, SDLC, SQL, Financial Analysis, Software Development, SharePoint, Microsoft SQL Server, Banking, Disaster Recovery, Project Management, Analysis, Requirements Analysis, Leadership, Databases, Integration, Software Project..., Windows, Troubleshooting, Business Intelligence, Active Directory, Credit Cards, HTML, Agile Methodologies, Java, Visual Studio, VMware, Networking, Windows Server, JavaScript, System Administration, VBScript, .NET, Debit Cards, Solution Architecture, TCP/IP, Payment Systems, Software Documentation, Bank Secrecy Act, Financial Institutions, Requirements Gathering, Change Management, Payments, Internet Banking, Systems Analysis, Security, COBOL
Education
Mount Olive College 2006 — 2008
BS, Management of Information Systems
Coastal Federal Credit Union May 2015 - Present
Cisco January 2010 - Present
Coastal Federal Credit Union May 2011 - May 2015
Progress Energy 2008 - 2010
Progress Energy 2006 - 2007
Progress Energy 2004 - 2006
Progress Energy 2002 - 2004
BASF 2000 - 2001
BASF 1999 - 2000
BASF 1993 - 1998
Skills
Process Improvement, Program Management, Cross-functional Team..., Project Management, Contract Management, Change Management
Education
Texas A&M University
Bachelor of Science, Chemical Engineering
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Auto Trakk February 2012 - Present
Coastal Federal Credit Union November 2008 - May 2012
Westlake Financial Services June 2011 - February 2012
Sovereign Bank 2007 - 2008
Nuvell/National Auto Finance 2006 - 2007
Triad Financial 2001 - 2006
Skills
Loans, Credit, Credit Analysis, Banking, Consumer Lending, Portfolio Management, Credit Risk, Leadership, Loan Origination, Mortgage Lending, Financial Modeling, Underwriting, Credit Cards, Finance, Sales, Call Centers, Loss Mitigation, New Business Development, Negotiation, Relationship Management, Management, Financial Services, Sales Management, Financial Risk, Loan Servicing, Small Business Lending, Commercial Lending, Commercial Banking, Funding, Customer Satisfaction, Executive Management, Risk Management, Business Development, Financial Analysis, Customer Retention, Profit, Retail Banking, Refinance, Mortgage Banking, Residential Mortgages, Forecasting, Pricing, Cross Selling, Competitive Analysis, CRM, Process Improvement, Account Management, Dealers, Team Building, Selling
Education
Old Dominion University
Coastal Federal Credit Union August 1993 - Present
Skills
Credit, Credit Risk, Banking, Loans, Windows, Social Networking, Financial Risk, Customer Service, Risk Management, Mortgage Lending, Loan Origination, Refinance
Education
State University of New York at Albany
Bachelor of Arts (BA), Psychology & Business Administration
Coastal Federal Credit Union January 2015 - Present
Coastal Federal Credit Union September 2013 - December 2014
Capital Bank April 2011 - September 2013
Capital Bank March 2009 - April 2011
Capital Bank March 2006 - February 2009
RBC 1998 - 2006
Skills
Retail Sales, Business Process..., Sales Management, Sales Process, Customer Satisfaction, Strategic Planning, Business Strategy, Operational Excellence, Coaching, Performance Management, Strategic Thinking, Eye For Detail, Mergers, Acquisition Integration, Customer Acquisition, Cognos, Organizational Change, Business Change..., Change Management, Mergers & Acquisitions, Banking, Management, Sales, Loans, Credit, Business Development, Leadership, Risk Management, Credit Analysis, Retail Banking, Commercial Banking, Consumer Lending, Commercial Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1992
Bachelor's degree, Business Administration, 3.76
Coastal Federal Credit Union December 2014 - Present
Robins Enterprises November 2001 - Present
Coastal Federal Credit Union July 2011 - December 2014
Coastal Federal Credit Union November 2001 - July 2011
Skills
Training, Public Speaking, Marketing Communications, Team Building, Copywriting, Email Marketing, Social Media Marketing, Marketing, Advertising, Management, Process Improvement, Customer Service, Microsoft Word, Sales
Education
Transylvania University 1999 — 2001
Sociology, Vocal Music
Corporate Travel Management December 2013 - Present
US Travel March 2012 - December 2013
Azumano Travel 2005 - March 2012
Coastal Federal Credit Union March 2003 - June 2005
Skills
Project Management
Education
Portland Community College 1999 — 2001
Associates in Science, Engineering
Novareté XS, Inc. February 2013 - Present
XS, Inc. September 2010 - Present
Coastal Federal Credit Union April 2005 - September 2010
Skills
Microsoft SQL Server, JavaScript, Vendor Management, Windows Server, Operating Systems, HTML, Process Improvement, CRM, .NET, HTML 5, jQuery, ASP.NET, Project Management, Developers, SQL, Agile Methodologies, Databases, VB.NET, T-SQL, SharePoint, SDLC, TFS
Education
University of Mount Olive 2008 — 2010
Bachelors
Wake Technical Community College 2003 — 2005
Associate
Local Government Federal Credit Union June 2012 - Present
NC Division of Credit Unions January 2012 - June 2012
Independent Credit Union Consultant July 2011 - December 2011
Tatum January 2011 - July 2011
Square 1 Bank December 2008 - December 2010
Coastal Federal Credit Union June 1996 - March 2008
Jefferson Wells 2008 - 2008
Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Microsoft Office, Credit, Risk Management, Auditing, Loans, Credit Analysis, Financial Risk, Financial Modeling, Internal Controls, Cash Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Accounting
Wells Fargo December 2013 - Present
Coastal Federal Credit Union January 2011 - November 2013
Coastal Federal Credit Union June 2004 - December 2010
Credit Risk Management, LLC March 2006 - June 2006
SECU May 2003 - June 2004
Skills
Credit, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Loan Origination, Real Estate, Portfolio Management, Commercial Banking, Banking, Risk Management, Commercial Mortgages, Mortgage Lending, Lines Of Credit, Real Estate Economics, Wealth Management, Investments, Asset Management, Underwriting, Credit Risk, Risk, Capital Markets, Credit Portfolio..., Financial Modeling, Credit Unions, Commercial Real Estate, Loss Mitigation, Real Estate Financing, Construction Loans, Investment Properties, Mortgage Banking, Refinance, Relationship Management, Cash Flow Lending, Private Banking, Consumer Lending, Residential Mortgages, Structured Finance, Investment Management, Financial Structuring, Real Estate Lending, Cross Selling, Financial Planning, Enterprise Risk..., Family Office, Finance
Education
University of North Carolina at Chapel Hill 2001 — 2003
BA, Economics
Appalachian State University 1999 — 2001
Coastal Federal Credit Union April 2010 - Present
NC State University 2000 - 2005
Triangle Bank 1997 - 2000
Central Carolina Bank & Trust 1991 - 1997
Skills
Internal Audit, Internal Controls, Risk Assessment, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
BS, Business
Coastal Federal Credit Union Vice PresidentCoastal Federal Credit Union2008 - Present
First Union National Bank 1981 - 2001
Skills
Banking, Risk Management, Team Building, Mortgage Lending, Loans, Credit, Sales Management, Financial Analysis, Coaching, Leadership Development, Strategic Planning, Customer Service, Process Improvement, Training, Management, Leadership, Consumer Lending, Credit Cards, Credit Unions, Change Management
Education
University of North Carolina at Chapel Hill 1980 — 1984
Journalism, Advertising
The Situs Companies November 2008 - Present
Coastal Federal Credit Union March 2005 - October 2008
Gelco Manufacturing/Copperfield Chimney Supply August 1998 - October 2001
Pinehurst Resort and Country Club February 1992 - August 1998
Skills
Payroll, Accounts Payable, Real Estate Economics, Financial Analysis, Valuation, Microsoft SQL Server, Accounts Receivable, CMBS, Banking, Real Estate, Analysis, Finance, Cash Flow, Real Estate Financing, Commercial Real Estate, Data Analysis, Appraisals, Microsoft Excel, Leases, Risk Management, Financial Statement..., Microsoft Office, Budgets, Financial Modeling, Due Diligence, Asset Management
Education
Rutgers University 1982 — 1987
English/Music
Naitonwide Insurance June 2015 - Present
Nationwide Insurance March 2014 - June 2015
Nationwide Insurance September 2010 - March 2014
Nationwide Insurance May 2006 - September 2010
Nationwide Insurance July 2001 - May 2006
Coastal Federal Credit Union June 1999 - July 2001
Skills
Property & Casualty..., Insurance, General Insurance, Casualty, Liability, Claim, Legal Liability, Claims Management, Property Claims, Claim Investigation, Property Damage, Professional Liability, Casualty Claims, Homeowners, Claims Handling, Claims Resolution, Customer Service, Accident, Casualty Insurance, Subrogation, Workers Compensation
Education
University of Phoenix 2008 — 2010
Master's degree, Criminal Justice
Coastal Federal Credit Union August 2013 - Present
Community Service November 2012 - Present
William Peace University May 2000 - February 2013
American South General Contractors, Inc. September 1999 - May 2000
AK Accounting Solutions October 1997 - August 1999
Southern Industrial Constructors, Inc. 1984 - 1997
First Federal Savings and Loan Association of Raleigh June 1981 - August 1984
Various Experiences 1976 - 1982
Skills
Higher Education, Student Development, Student Financial Aid, Student Affairs, Campus, Admissions, Academic Advising, Highly detail oriented, Teamwork, Account Reconciliation, Customer Service, Compliance, Microsoft Excel, General Ledger, Invoicing, 10 Key, Microsoft Office, Project Management, Student Leadership, Enrollment Management, Staff Development, Auditing, Accounts Receivable, Financial Analysis, Budgets, Accounting, Payroll, Management, Accounts Payable, Recruiting, Finance, Nonprofits, Data Entry, Employee Benefits, Time Management, PeopleSoft, Training, Program Management
Education
Wake Technical Community College 1980 — 1982
Associate of Arts and Sciences (AAS), Accounting
University of North Carolina at Charlotte 1974 — 1975
General education courses
Coastal Federal Credit Union October 2013 - Present
Coastal Federal Credit Union January 2011 - October 2013
Suncoast Schools FCU November 2000 - July 2004
Skills
Credit Unions, Banking, Financial Risk, Enterprise Risk..., Risk Management, Internal Audit, Databases, Data Mining, Data Analysis, SQL Server Management..., Credit, SAS, TeamMate, COSO Framework, Loans, Credit Risk, Credit Analysis, Financial Analysis, Risk Assessment, Symitar, Microsoft Excel, Microsoft Word, Microsoft Office, Access Lists, PowerPoint, Outlook, Lotus Notes, Core Banking, General Ledger, Risk Based Audits, Credit Cards, Team Building, Internal Controls, Audit Committee, Segregation of Duties, Audit Reports, Vendor Management, Customer Service, Mortgage Lending, Finance
Education
University of South Florida - College of Business Administration 2001 — 2003
MBA, Finance, MIS, International Business