SafeAmerica Credit Union
Industry: Company
DescriptionSafeAmerica Credit Union is a 450 million dollar, privately insured, state chartered 35,000 member, natural person credit union operating from four public and two company branches in the San Francisco Bay Area of California. The headquarters are in Pleasanton, California. Headquarters: Pleasanton, CA CEO: Barry Roach (Sep 2012–) Founded: 1953 Area served: San Francisco Bay Area Number of employees: 63 full-time; 10 part-time
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SafeAmerica Credit Union Employees
Employee
Years
Job
Industry
Rob Lajoie Rob Lajoie's SafeAmerica Credit Union Experience August 2006 - December 2011
Job Financial Empowerment Program Director at Peninsula Family Service
Industry Banking
Experience
Peninsula Family Service January 2012 - Present
SafeAmerica Credit Union August 2006 - December 2011
San Mateo Credit Union January 1995 - July 2006
Technology Credit Union February 1988 - January 1995
MMI Federal Credit Union September 1980 - February 1988
Skills
Banking, Leadership, Credit, Financial Analysis, Strategic Planning, Loans, Credit Unions, Management, Portfolio Management, Team Building, Executive Management, Customer Service, Finance, Microsoft Excel, Budgets, Program Management, Mortgage Lending, Project Management, Consumer Lending, Call Centers, Process Improvement, Risk Management, Microsoft Word, Strategy, Microsoft Office, Coaching, Leadership Development, Operations Management, Loan Origination, Marketing, Small Business Lending, Policy, Public Speaking, Commercial Lending, Non-profit Fund..., Non-profit Leadership, Credit Analysis, Financial Services, Retail Banking, Nonprofits, Asset Liability..., Fiscal Analysis &..., Reorganization and..., P&L Accountability, Cross-functional Team..., Financial Services..., Financial System...
Education
Stanford University 1998 — 1998
Certification, Business & Credit Union Executive Management
Pomona College 1981 — 1983
Certification, Credit Union Management
San Jose State University 1976 — 1981
B.S., Business Management, 3.8 GPA
Peninsula Family Service January 2012 - Present
SafeAmerica Credit Union August 2006 - December 2011
San Mateo Credit Union January 1995 - July 2006
Technology Credit Union February 1988 - January 1995
MMI Federal Credit Union September 1980 - February 1988
Skills
Banking, Leadership, Credit, Financial Analysis, Strategic Planning, Loans, Credit Unions, Management, Portfolio Management, Team Building, Executive Management, Customer Service, Finance, Microsoft Excel, Budgets, Program Management, Mortgage Lending, Project Management, Consumer Lending, Call Centers, Process Improvement, Risk Management, Microsoft Word, Strategy, Microsoft Office, Coaching, Leadership Development, Operations Management, Loan Origination, Marketing, Small Business Lending, Policy, Public Speaking, Commercial Lending, Non-profit Fund..., Non-profit Leadership, Credit Analysis, Financial Services, Retail Banking, Nonprofits, Asset Liability..., Fiscal Analysis &..., Reorganization and..., P&L Accountability, Cross-functional Team..., Financial Services..., Financial System...
Education
Stanford University 1998 — 1998
Certification, Business & Credit Union Executive Management
Pomona College 1981 — 1983
Certification, Credit Union Management
San Jose State University 1976 — 1981
B.S., Business Management, 3.8 GPA
Charlene Pons Charlene Pons's SafeAmerica Credit Union Experience 1995 - 1996
Job Program Director
Industry Religious Institutions
Experience
Jubilee Christian Center June 2015 - Present
Stanford University September 2013 - May 2015
Jubilee Christian Center June 2001 - September 2013
DoDots, Inc June 2000 - December 2000
Logitech 1997 - 2000
SafeAmerica Credit Union 1995 - 1996
Sakura of America 1992 - 1995
Skills
Event Planning, Corporate Events, Database Administration, Fundraising, Program Management, Volunteer Management, Event Management, Leadership, Social Media, Team Building, Nonprofits, Administrative..., Strategic Planning, Customer Service, Training, Budgets, Project Planning, Cross-functional Team..., Community Outreach, Entrepreneurship, Outlook, Social Networking, Public Relations, Public Speaking, Marketing Communications, Social Media Marketing, Team Leadership, Marketing, Project Management, Coaching, Editing, Teaching, Advertising, Management, Microsoft Office, Microsoft Word, Microsoft Excel
Education
California State University-East Bay 1995 — 1998
BS, Business Marketing
Jubilee Christian Center June 2015 - Present
Stanford University September 2013 - May 2015
Jubilee Christian Center June 2001 - September 2013
DoDots, Inc June 2000 - December 2000
Logitech 1997 - 2000
SafeAmerica Credit Union 1995 - 1996
Sakura of America 1992 - 1995
Skills
Event Planning, Corporate Events, Database Administration, Fundraising, Program Management, Volunteer Management, Event Management, Leadership, Social Media, Team Building, Nonprofits, Administrative..., Strategic Planning, Customer Service, Training, Budgets, Project Planning, Cross-functional Team..., Community Outreach, Entrepreneurship, Outlook, Social Networking, Public Relations, Public Speaking, Marketing Communications, Social Media Marketing, Team Leadership, Marketing, Project Management, Coaching, Editing, Teaching, Advertising, Management, Microsoft Office, Microsoft Word, Microsoft Excel
Education
California State University-East Bay 1995 — 1998
BS, Business Marketing
Kulvinder Saini Kulvinder Saini's SafeAmerica Credit Union Experience June 2012 - Present
Job Branch Manager
Industry Financial Services
Experience
SafeAmerica Credit Union June 2012 - Present
Wells Fargo Bank August 2008 - Present
COLLEGE EIGHT CAFÉ September 2004 - June 2007
KB TRUCKING January 2001 - August 2003
Skills
Loans, Mortgage Lending, Small Business Lending, Consumer Lending, Lines Of Credit, Home Equity, Credit, Retirement Planning, Banking, Credit Analysis
Education
Capella University 2011 — 2013
BS, Business Administration with focus on Human Resources.
University of California, Santa Cruz 2004 — 2008
BS, Biological Sciences
Independence High School - San Jose 1999 — 2003
High School Diploma
SafeAmerica Credit Union June 2012 - Present
Wells Fargo Bank August 2008 - Present
COLLEGE EIGHT CAFÉ September 2004 - June 2007
KB TRUCKING January 2001 - August 2003
Skills
Loans, Mortgage Lending, Small Business Lending, Consumer Lending, Lines Of Credit, Home Equity, Credit, Retirement Planning, Banking, Credit Analysis
Education
Capella University 2011 — 2013
BS, Business Administration with focus on Human Resources.
University of California, Santa Cruz 2004 — 2008
BS, Biological Sciences
Independence High School - San Jose 1999 — 2003
High School Diploma
Josh Morton Josh Morton's SafeAmerica Credit Union Experience October 2008 - Present
Job AVP Information Technology at SafeAmerica Credit Union
Industry Banking
Experience
SafeAmerica Credit Union October 2008 - Present
Premier Community Credit Union June 2006 - October 2008
Premier Community Credit Union February 2006 - June 2006
Premier Community Credit Union September 2004 - February 2006
Skills
Disaster Recovery, Banking, Virtualization, Operating Systems, Windows, System Administration, Security, Microsoft Excel, Business Continuity, Vendor Management, Requirements Analysis, Business Analysis, Databases, IT Management, Customer Service, Backup Exec, Data Center, Microsoft SQL Server, Blackberry Enterprise..., HP, Process Improvement, Strategic Planning, Internet Banking, CISSP, Computer Hardware, IT Operations, Management, IT Strategy, Networking, Risk Management
Education
Golden Gate University 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of the Pacific 2003 — 2005
Bachelor of Science (B.S.), Business Administration
SafeAmerica Credit Union October 2008 - Present
Premier Community Credit Union June 2006 - October 2008
Premier Community Credit Union February 2006 - June 2006
Premier Community Credit Union September 2004 - February 2006
Skills
Disaster Recovery, Banking, Virtualization, Operating Systems, Windows, System Administration, Security, Microsoft Excel, Business Continuity, Vendor Management, Requirements Analysis, Business Analysis, Databases, IT Management, Customer Service, Backup Exec, Data Center, Microsoft SQL Server, Blackberry Enterprise..., HP, Process Improvement, Strategic Planning, Internet Banking, CISSP, Computer Hardware, IT Operations, Management, IT Strategy, Networking, Risk Management
Education
Golden Gate University 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of the Pacific 2003 — 2005
Bachelor of Science (B.S.), Business Administration
Charles Dunbar Charles Dunbar's SafeAmerica Credit Union Experience September 1995 - Present
Job V.P. of Finance at SafeAmerica Credit Union
Industry Banking
Experience
SafeAmerica Credit Union September 1995 - Present
Bay Cities Credit Union August 1989 - August 1995
Skills
Financial Analysis, Risk Management, Credit Unions, Strategic Planning, Budgets, Microsoft Excel, Customer Service, Due Diligence, Microsoft Office, Microsoft Word, Banking, Accounting, Finance, Management, Financial Reporting, Credit, Training, Auditing
Education
University of Phoenix-Pleasanton Campus 2000 — 2002
Bachelor of Science (B.S.), Business Information Systems
San Francisco State University 1981 — 1983
Small Business Administration/Management
SafeAmerica Credit Union September 1995 - Present
Bay Cities Credit Union August 1989 - August 1995
Skills
Financial Analysis, Risk Management, Credit Unions, Strategic Planning, Budgets, Microsoft Excel, Customer Service, Due Diligence, Microsoft Office, Microsoft Word, Banking, Accounting, Finance, Management, Financial Reporting, Credit, Training, Auditing
Education
University of Phoenix-Pleasanton Campus 2000 — 2002
Bachelor of Science (B.S.), Business Information Systems
San Francisco State University 1981 — 1983
Small Business Administration/Management
Erwin Yalung Erwin Yalung's SafeAmerica Credit Union Experience February 2015 - Present
Job Branch Manager
Industry Financial Services
Experience
SafeAmerica Credit Union February 2015 - Present
Citibank June 2014 - February 2015
Premier Homecare Angels March 2014 - June 2014
Westamerica Bank September 2013 - March 2014
Meriwest Credit Union May 2009 - April 2013
Pacific National Bank April 2005 - June 2008
Washington Mutual 2000 - 2005
Washington Mutual Bank January 1997 - August 2000
Great Western Bank/Washington Mutual Bank 1993 - 1997
Skills
Banking, Customer Service, Sales Management, Compliance, Coaching, Team Building, Excel, Outlook, Word, Retail, New Business Development, Customer Relations, Microsoft Office, Mergers, Change Management, Performance Management, Consumer Lending, Auditing, Retail Banking, Business Planning, Risk Management, Process Improvement, Problem Solving, Operations Management, Customer Satisfaction, Hiring, Mentoring, Financial Services, Team Leadership, Credit, Financial Analysis, Call Centers, Leadership, Sales, Business Development, Loans, Small Business Lending, Credit Unions, Mortgage Lending, Training, Cross Selling, Branch Banking, Branch Management, Lines Of Credit, Refinance, Employee Training, Customer Retention, Deposits, Credit Analysis, Commercial Banking
Education
Holy Names University 1990 — 1992
SafeAmerica Credit Union February 2015 - Present
Citibank June 2014 - February 2015
Premier Homecare Angels March 2014 - June 2014
Westamerica Bank September 2013 - March 2014
Meriwest Credit Union May 2009 - April 2013
Pacific National Bank April 2005 - June 2008
Washington Mutual 2000 - 2005
Washington Mutual Bank January 1997 - August 2000
Great Western Bank/Washington Mutual Bank 1993 - 1997
Skills
Banking, Customer Service, Sales Management, Compliance, Coaching, Team Building, Excel, Outlook, Word, Retail, New Business Development, Customer Relations, Microsoft Office, Mergers, Change Management, Performance Management, Consumer Lending, Auditing, Retail Banking, Business Planning, Risk Management, Process Improvement, Problem Solving, Operations Management, Customer Satisfaction, Hiring, Mentoring, Financial Services, Team Leadership, Credit, Financial Analysis, Call Centers, Leadership, Sales, Business Development, Loans, Small Business Lending, Credit Unions, Mortgage Lending, Training, Cross Selling, Branch Banking, Branch Management, Lines Of Credit, Refinance, Employee Training, Customer Retention, Deposits, Credit Analysis, Commercial Banking
Education
Holy Names University 1990 — 1992
Eric Cowger's SafeAmerica Credit Union Experience July 2006 - July 2012
Job Designer/Principle at Eric Cowger Creative
Industry Marketing and Advertising
Experience
Eric Cowger Creative October 2014 - Present
Alzheimer's Association® August 2013 - September 2014
UC Berkeley August 2012 - January 2013
SafeAmerica Credit Union July 2006 - July 2012
The California Parks Company 2002 - 2006
Skills
Email Marketing, Marketing Communications, Newsletters, Direct Marketing, Direct Mail, Online Advertising, Marketing, Leadership, Social Media Marketing, Graphic Design, Integrated Marketing, Editing, Brochures, Web Design, Product Marketing, Strategic Planning, Event Management, Copywriting, Customer Service, Marketing Strategy, Social Media, Event Planning, Public Relations, Advertising, Marketing Management, Business Development, Online Marketing, Team Leadership, E-commerce, Press Releases, Lead Generation, InDesign, Entrepreneurship, Facebook, Fundraising, Art Direction, Budgets, Microsoft Office, Social Networking, Blogging, Nonprofits, Media Relations, Publicity, Photoshop, WordPress, Team Building, Management, Strategic Communications, Public Speaking, Digital Marketing
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature, General
Bay Area Video Coalition (BAVC)
Certificate, Graphic and Web Design
Learning Resources Network
Certificate, Social Media for Business
Eric Cowger Creative October 2014 - Present
Alzheimer's Association® August 2013 - September 2014
UC Berkeley August 2012 - January 2013
SafeAmerica Credit Union July 2006 - July 2012
The California Parks Company 2002 - 2006
Skills
Email Marketing, Marketing Communications, Newsletters, Direct Marketing, Direct Mail, Online Advertising, Marketing, Leadership, Social Media Marketing, Graphic Design, Integrated Marketing, Editing, Brochures, Web Design, Product Marketing, Strategic Planning, Event Management, Copywriting, Customer Service, Marketing Strategy, Social Media, Event Planning, Public Relations, Advertising, Marketing Management, Business Development, Online Marketing, Team Leadership, E-commerce, Press Releases, Lead Generation, InDesign, Entrepreneurship, Facebook, Fundraising, Art Direction, Budgets, Microsoft Office, Social Networking, Blogging, Nonprofits, Media Relations, Publicity, Photoshop, WordPress, Team Building, Management, Strategic Communications, Public Speaking, Digital Marketing
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature, General
Bay Area Video Coalition (BAVC)
Certificate, Graphic and Web Design
Learning Resources Network
Certificate, Social Media for Business
Stacey Pollock's SafeAmerica Credit Union Experience 1998 - 2000
Job Manager, Marketing Content at Health Strategies Group
Industry Pharmaceuticals
Experience
D&D Technologies June 2011 - July 2013
LINE-X Protective Coatings 2008 - June 2011
Shimano American Corporation 2004 - 2008
New Horizons Computer Learning Centers January 2004 - November 2004
SafeAmerica Credit Union 1998 - 2000
Make-A-Wish January 1995 - January 1998
Donrey Media (known today January 1993 - January 1995
Skills
Branding, Consumer & Retail..., Public Relations, Planning Market..., Strategic Planning, Website Development, Graphic Design, Events & Tradeshows, Social Media, Events, Sales Management, B2B, Email Marketing, Advertising, Marketing Strategy, Digital Marketing, Management, Sales, Selling, New Business Development, Brand Development, Marketing Communications, Integrated Marketing, Market Research, Marketing, SEO, Strategy, E-commerce, Trade Shows, Cross-functional Team..., Product Development, Copywriting
Education
La Roche College 1990 — 1992
Bachelor of Science, Marketing, Graphic Design
County College of Morris
Associate of Science, Humanities/Art
D&D Technologies June 2011 - July 2013
LINE-X Protective Coatings 2008 - June 2011
Shimano American Corporation 2004 - 2008
New Horizons Computer Learning Centers January 2004 - November 2004
SafeAmerica Credit Union 1998 - 2000
Make-A-Wish January 1995 - January 1998
Donrey Media (known today January 1993 - January 1995
Skills
Branding, Consumer & Retail..., Public Relations, Planning Market..., Strategic Planning, Website Development, Graphic Design, Events & Tradeshows, Social Media, Events, Sales Management, B2B, Email Marketing, Advertising, Marketing Strategy, Digital Marketing, Management, Sales, Selling, New Business Development, Brand Development, Marketing Communications, Integrated Marketing, Market Research, Marketing, SEO, Strategy, E-commerce, Trade Shows, Cross-functional Team..., Product Development, Copywriting
Education
La Roche College 1990 — 1992
Bachelor of Science, Marketing, Graphic Design
County College of Morris
Associate of Science, Humanities/Art
Alicia Dennett Alicia Dennett's SafeAmerica Credit Union Experience September 1989 - October 1992
Job Carpet One Showroom Manager
Industry Consumer Services
Experience
Carpet One Floor & Home September 2015 - Present
Carpet One Floor & Home September 2015 - Present
Randy Jones Insurance Services June 2014 - May 2015
ICW Group May 2012 - December 2013
ICW Group April 2011 - May 2012
ICW Group August 2010 - April 2011
Gary's Hardwood Floors, Inc. November 1994 - September 2008
SafeAmerica Credit Union September 1989 - October 1992
Skills
Management, Customer Service, Administrative..., Microsoft Office, Insurance, 10 Key, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Training, Troubleshooting, Workers Compensation, Accounts Payable, Accounts Receivable, Sales, Leadership, Marketing, New Business Development, Process Improvement, Strategic Planning
Education
Heald College-Stockton 2015 — 2017
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
John F. Kenndey High School 1986 — 1989
High School Diploma, General Education
Carpet One Floor & Home September 2015 - Present
Carpet One Floor & Home September 2015 - Present
Randy Jones Insurance Services June 2014 - May 2015
ICW Group May 2012 - December 2013
ICW Group April 2011 - May 2012
ICW Group August 2010 - April 2011
Gary's Hardwood Floors, Inc. November 1994 - September 2008
SafeAmerica Credit Union September 1989 - October 1992
Skills
Management, Customer Service, Administrative..., Microsoft Office, Insurance, 10 Key, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Training, Troubleshooting, Workers Compensation, Accounts Payable, Accounts Receivable, Sales, Leadership, Marketing, New Business Development, Process Improvement, Strategic Planning
Education
Heald College-Stockton 2015 — 2017
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
John F. Kenndey High School 1986 — 1989
High School Diploma, General Education
Tré Hill Tré Hill's SafeAmerica Credit Union Experience October 2006 - February 2011
Job Branch Service Manager, AVP at Union Bank
Industry Banking
Experience
Union Bank February 2011 - Present
SafeAmerica Credit Union October 2006 - February 2011
Skills
Banking, Leadership, Coaching, Motivational Speaking, Team Building, Team Leadership, Sales, Employee Training, Volunteering, Retail Banking, Cross Selling, Customer Service, Risk Management
Education
San Francisco State University
Union Bank February 2011 - Present
SafeAmerica Credit Union October 2006 - February 2011
Skills
Banking, Leadership, Coaching, Motivational Speaking, Team Building, Team Leadership, Sales, Employee Training, Volunteering, Retail Banking, Cross Selling, Customer Service, Risk Management
Education
San Francisco State University
Lillian Martinez Lillian Martinez's SafeAmerica Credit Union Experience June 2011 - February 2012
Job
Industry Hospital & Health Care
Experience
Hills Physicians Medical Group May 2014 - Present
John Muir Health November 2011 - December 2013
SafeAmerica Credit Union June 2011 - February 2012
San Mateo County September 2005 - January 2011
Skills
Customer Service, Microsoft Office, Medical Terminology, Medical Billing, HIPAA, Typing, Spanish-speaking, Phone Etiquette, EMR, Epic Systems, Health Insurance, Office Skills, Cash Handling Experience
Education
Carrington College California-Antioch 2011 — 2011
Technical Ceertificate, Medical Insurance Specialist/Medical Biller
Los Medanos College 2003 — 2005
Hills Physicians Medical Group May 2014 - Present
John Muir Health November 2011 - December 2013
SafeAmerica Credit Union June 2011 - February 2012
San Mateo County September 2005 - January 2011
Skills
Customer Service, Microsoft Office, Medical Terminology, Medical Billing, HIPAA, Typing, Spanish-speaking, Phone Etiquette, EMR, Epic Systems, Health Insurance, Office Skills, Cash Handling Experience
Education
Carrington College California-Antioch 2011 — 2011
Technical Ceertificate, Medical Insurance Specialist/Medical Biller
Los Medanos College 2003 — 2005
Becky Shafi Becky Shafi's SafeAmerica Credit Union Experience September 2003 - May 2006
Job Email Marketing Manager at Walmart.com
Industry Retail
Experience
Walmart.com April 2011 - Present
AAA Northern California, Nevada and Utah May 2006 - April 2011
SafeAmerica Credit Union September 2003 - May 2006
Oasis Café January 2001 - January 2005
Marketing, Advertising, PR January 1994 - September 2003
Metro 1 Credit Union 1991 - 1994
Skills
Direct Marketing, Web Project Management, Public Speaking, Email Marketing, Online Marketing, Blogger, Analytics, Social Media, E-commerce, Digital Marketing, Database Marketing, Online Advertising, Advertising, CRM, Cross-functional Team..., Integrated Marketing, Leadership, Management, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Product Development, SEM, SEO, Sales, Social Media Marketing, Strategy, Web Design, Lead Generation
Education
Academy of Art University 1985 — 1991
BA, Advertising Design
Folk Arts University, Norway
Certificate, Folk Arts Studies
Leadership California
Graduate, class of 2008, California Issues and Trends
University of California, Berkeley
Certificate, Writing
University of Phoenix
MBA, Marketing
Walmart.com April 2011 - Present
AAA Northern California, Nevada and Utah May 2006 - April 2011
SafeAmerica Credit Union September 2003 - May 2006
Oasis Café January 2001 - January 2005
Marketing, Advertising, PR January 1994 - September 2003
Metro 1 Credit Union 1991 - 1994
Skills
Direct Marketing, Web Project Management, Public Speaking, Email Marketing, Online Marketing, Blogger, Analytics, Social Media, E-commerce, Digital Marketing, Database Marketing, Online Advertising, Advertising, CRM, Cross-functional Team..., Integrated Marketing, Leadership, Management, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Product Development, SEM, SEO, Sales, Social Media Marketing, Strategy, Web Design, Lead Generation
Education
Academy of Art University 1985 — 1991
BA, Advertising Design
Folk Arts University, Norway
Certificate, Folk Arts Studies
Leadership California
Graduate, class of 2008, California Issues and Trends
University of California, Berkeley
Certificate, Writing
University of Phoenix
MBA, Marketing
Barry Roach's SafeAmerica Credit Union Experience September 2012 - Present
Job President & Chief Executive Officer at SafeAmerica Credit Union
Industry Financial Services
Experience
SafeAmerica Credit Union September 2012 - Present
Meriwest Credit Union May 2005 - August 2012
CIBC January 2000 - April 2005
CIBC April 1998 - December 1999
CIBC August 1995 - April 1998
CIBC June 1988 - July 1995
Skills
Financial Analysis, Business Planning, Operational Efficiency, Banking, Risk Management, Leadership, Retail, Loans, Retail Banking, Credit, Financial Services, Management, Business Development, Coaching, Strategic Planning, Analysis, Customer Service, Consumer Lending, Sales, Portfolio Management, Mortgage Lending
Education
Dalhousie University
MBA, Financial Services
SafeAmerica Credit Union September 2012 - Present
Meriwest Credit Union May 2005 - August 2012
CIBC January 2000 - April 2005
CIBC April 1998 - December 1999
CIBC August 1995 - April 1998
CIBC June 1988 - July 1995
Skills
Financial Analysis, Business Planning, Operational Efficiency, Banking, Risk Management, Leadership, Retail, Loans, Retail Banking, Credit, Financial Services, Management, Business Development, Coaching, Strategic Planning, Analysis, Customer Service, Consumer Lending, Sales, Portfolio Management, Mortgage Lending
Education
Dalhousie University
MBA, Financial Services
Stacey Smor's SafeAmerica Credit Union Experience April 2004 - June 2006
Job VP of Finance and Operations at Cooperative Center FCU
Industry Financial Services
Experience
Cooperative Center FCU March 2013 - Present
Western Federal Credit Union June 2012 - March 2013
California Pacific Federal Credit Union July 2006 - June 2012
SafeAmerica Credit Union April 2004 - June 2006
Westco Federal Credit Union April 2001 - March 2004
U.A July 1998 - April 2001
Skills
Customer Service, Compliance, Customer Relations, Problem Solving, Budgets, General Ledger, Credit Unions, Accounting, Process Improvement, Training, Coaching, Supervisory Skills, Team Building, Payroll, Leadership, Management, Vendor Management, Finance, Mergers & Acquisitions, Account Reconciliation, ACH, Financial Analysis
Education
Ashford University 2014 — 2016
BA in Accounting, Accounting
CUNA Financial Management School I, II, & III
Westmoreland County Community College
Associates of Arts, Legal Assistant
Cooperative Center FCU March 2013 - Present
Western Federal Credit Union June 2012 - March 2013
California Pacific Federal Credit Union July 2006 - June 2012
SafeAmerica Credit Union April 2004 - June 2006
Westco Federal Credit Union April 2001 - March 2004
U.A July 1998 - April 2001
Skills
Customer Service, Compliance, Customer Relations, Problem Solving, Budgets, General Ledger, Credit Unions, Accounting, Process Improvement, Training, Coaching, Supervisory Skills, Team Building, Payroll, Leadership, Management, Vendor Management, Finance, Mergers & Acquisitions, Account Reconciliation, ACH, Financial Analysis
Education
Ashford University 2014 — 2016
BA in Accounting, Accounting
CUNA Financial Management School I, II, & III
Westmoreland County Community College
Associates of Arts, Legal Assistant
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY