Truliant Federal Credit Union
Truliant Federal Credit Union was founded in 1952 in Winston-Salem, North Carolina, to serve the employees of Western Electric. First known as Radio Shops Credit Union, the credit union later became known as AT&T Family Federal Credit Union. Customer service: 1 (800) 822-0382 Headquarters: Winston-Salem, NC CEO: Marcus B. Schaefer (Jan 3, 1995–) Founded: January 1, 1952, Winston-Salem, NC Subsidiary: Truliant Federal Credit Union, 401K Plan Areas served: North Carolina, South Carolina, Virginia
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Truliant Federal Credit Union Employees
Summit Credit Union July 2012 - Present
National Senior Advantage Association July 2011 - April 2012
Southern Community Bank and Trust September 2010 - December 2010
Truliant Federal Credit Union February 2008 - March 2010
Truliant Federal Credit Union October 2005 - February 2008
Truliant Federal Credit Union October 1996 - September 2005
Skills
Customer Service, Consumer Lending, Credit Analysis, Credit, Strategy, Team Building, Training, Loans, Customer Satisfaction, PowerPoint
Education
San Diego State University
Bachelor of Arts
San Diego State University-California State University
Randolph Community College January 2014 - Present
High Point University August 2013 - Present
Elon University August 2013 - Present
Elon University School of Law, Career Services Office August 2012 - May 2013
UNCG Financial Aid Office August 2011 - May 2013
Truliant Federal Credit Union March 2008 - June 2011
UNCG Psychology Department January 2010 - August 2010
Skills
Career Counseling, Mental Health Counseling, Public Speaking, Event Planning, Presentations, Research, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Small Group Counseling, Student Development, Community Outreach, Customer Service, Student Counseling
Education
The University of North Carolina at Greensboro 2011 — 2013
Master of Science (M.S.), College Counseling and Student Development, 3.95
The University of North Carolina at Greensboro 2008 — 2010
Bachelor's degree, Psychology, 3.54
Randolph Community College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Accenture October 2014 - Present
Truliant Federal Credit Union June 2009 - Present
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Marketing, Social Media, Marketing Communications, Social Media Marketing, Event Planning, Sales Management, Banking
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor of Science (B.S.), Marketing
University of North Carolina at Charlotte 2009 — 2013
BSBA, Marketing and Finance
PulteGroup November 2014 - Present
Odyssey Logistics & Technology November 2013 - July 2014
Odyssey Logistics & Technology March 2013 - November 2013
Wells Fargo February 2012 - May 2012
University of North Carolina January 2011 - May 2011
Truliant Federal Credit Union July 2010 - October 2010
Charlotte Equipment Inc July 2009 - July 2010
Skills
Data Entry, Management, Sales, Office Administration, Microsoft Excel, PowerPoint, Filing, Microsoft Office, Microsoft Word, Fundraising, Customer Service, Event Planning, Outlook, Research, Nonprofits, Public Speaking, Leadership, Data Analysis, Budgets, Access, Accounting, Social Media
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Northwestern Mutual October 2014 - May 2015
Guaranteed Rate August 2013 - October 2014
Bank of Oak Ridge September 2012 - August 2013
Truliant Federal Credit Union April 2010 - September 2012
Skills
Mortgage Lending, Customer Service, Customer Oriented, Banking, Customer Satisfaction, Referral Networking, Mortgage Banking, Consumer Lending, FHA, Finance, Credit, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Davidson High School 2000 — 2004
High School
Truliant Federal Credit Union August 2015 - Present
Truliant Federal Credit Union May 2014 - August 2015
Truliant Federal Credit Union April 2013 - May 2014
Truliant Federal Credit Union April 2012 - April 2013
Citi October 2011 - March 2012
BB&T May 2010 - October 2011
Charlotte Swim Club Management April 2008 - September 2008
Skills
Sales, Credit Analysis, Loan Servicing, IRAs, Data Entry, Remittance Processing, Customer Service, Team Management, Business Services, Credit, Loans
Education
University of North Carolina at Charlotte 2007 — 2009
Bachelors, Anthropology, focus in Cultures & Economics
Truliant Federal Credit Union July 2008 - Present
Truliant Federal Credit Union April 2005 - July 2008
Alpha Mortgage July 2002 - April 2005
Skills
Credit Analysis, Credit, Credit Risk, Loans, Mortgage Lending, Loan Origination, Underwriting, Microsoft Excel, Equity Research, Mortgage Banking, Refinance, Equity Valuation, Microsoft Office, PowerPoint, Microsoft Word, Credit Unions, Compliance, Commercial Lending, Home Equity Loans, Banking, Consumer Lending, Financial Analysis
Education
Rowan-Cabarrus Community College 1998 — 1999
South Stokes High 1995 — 1998
SABIC Innovative Plastics March 2013 - Present
SABIC Innovative Plastics January 2010 - March 2013
SDN Global August 2008 - May 2009
Allegacy Federal Credit Union March 2004 - June 2008
Truliant Federal Credit Union 2001 - 2004
Skills
Sales, Customer Service, Project Management, Marketing, Cross-functional Team..., Business Development, Process Improvement, E-commerce, Flexible Approach, Team Leadership, Leadership, Adaptability, Continuous Improvement, Strategy, Six Sigma, Team Building
Education
University of North Carolina at Charlotte 1997 — 2000
Bachelor of Fine Arts, Graphic Design
Truliant Federal Credit Union July 2014 - Present
E-Workings Electronic Marketing January 2010 - Present
Spitfire Marketing + Creative, Inc. August 2012 - July 2014
Topsider Homes 2007 - January 2010
Market America 1999 - 2007
Replacements, Ltd. 1994 - 1998
Skills
Art Direction, Adobe Creative Suite, Brochures, Copywriting, Copy Editing, Creative Writing, Creative Direction, Creative Development, Creative Problem Solving, Creative Strategy, Creative Services, Creative Concept..., Digital Marketing, Digital Art, Digital Media, Digital Photography, Digital Strategy, Digital Signage, Digital Design, Digital Imaging, Digital Video, Dreamweaver, Graphic Design, Computer Graphics, Social Media, Media Buying, Online Marketing, Online Advertising, Online Publishing, Online Sales, Online Communications, Photoshop, Photography, Photo Editing, Commercial Photography, Project Planning, Product Development, Product Marketing, Product Design, Product Launch, Product Strategy, Social Media Marketing, Social Networking, Web Design, Web Development, Web Analytics, Website Development, Advertising, Marketing Communications, SEO
Education
State University of New York
BS, Marketing Communications Program
UCSB
Legacy Consultant Pharmacy April 2015 - Present
Truliant Federal Credit Union January 2015 - March 2015
Legacy Consultant Pharmacy February 2012 - January 2015
Liberty Hardware September 2002 - February 2012
Skills
Employee Relations, Leadership, Human Resources, Employee Benefits, New Hire Orientations, Management, Recruiting, Employee Engagement, Training, Onboarding, HR Policies, Performance Management, Talent Management, Talent Acquisition, Hiring, Interviews, Benefits Administration, FMLA, Payroll
Education
University of North Carolina at Greensboro 1999 — 2003
Bachelor of Science, Human Resources
Two Men and a Truck April 2013 - Present
Clear Channel Entertainment March 2012 - April 2013
Truliant Federal Credit Union July 2008 - January 2012
Imperial Security 2007 - 2008
The Stephen Olford Center at Union University 2006 - 2007
Olford Ministries International January 2001 - January 2005
Skills
Excel, Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Accounts Payable, Accounts Receivable, Public Speaking, Microsoft Word, Data Entry, Sales, Telephone Skills, Finance, Training
Education
The University of Memphis 2001 — 2004
Bachelor's Degree, Communication in Media Broadcasting
Wayne Community College 1997 — 1999
Y12 Federal Credit Union August 2015 - Present
Acopia Home Loans Knoxville TN September 2013 - Present
Chaotically Creative February 2012 - Present
ORNL Federal Credit Union March 2010 - October 2011
ORNL Federal Credit Union May 2008 - March 2010
ORNL Federal Credit Union 2006 - 2008
Truliant Federal Credit Union 2000 - June 2003
Truliant Federal Credit Union 1998 - 2000
Truliant Federal Credit Union December 1991 - 1998
Skills
Training and Development, Mentoring and Coaching, Credit Underwriting, Team Building, Mortgage Lending, Consumer Lending, Credit Analysis, Risk Management, Loan Origination, Management, Cross Selling, Refinance, Finance, Strategic Planning, Budgets, Microsoft Excel, Credit Unions, Branch Management, Outlook, Home Equity Lines of..., Home Equity Loans, Microsoft Word, PowerPoint, Deposits, Series 6, Lines Of Credit, Financial Services, Training, Social Media, Credit, Loans, Banking, Mortgage Banking, Customer Service, Residential Mortgages
Education
Mt. Airy High School 1974 — 1976
Diploma, Theatre
University of Southern Mississippi
Criminal Justice
Cary Street Partners December 2014 - Present
Cary Street Partners June 2014 - August 2014
Truliant Federal Credit Union September 2012 - March 2013
Truliant Federal Credit Union April 2011 - September 2012
Truliant Federal Credit Union September 2010 - March 2011
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Communication Studies
University of North Carolina at Greensboro
Bachelor of Science (BS), Economics
Mends Image September 2011 - Present
Truliant Federal Credit Union May 2000 - January 2006
JCPenney June 1998 - October 1999
Education
Salem College 1992 — 2006
Bachelor of Arts, Communications
Truliant Federal Credit Union April 2012 - Present
Lowe's Home Improvement May 2011 - April 2012
Marks and Morgan Jewelers November 2009 - May 2011
A & A Accounting August 2008 - January 2009
Lake Country Advance Knowledge Center August 2007 - August 2008
Skills
Customer Service, Peachtree, Direct Sales, Finance, Leadership, Call Centers, Credit, Loans, Teamwork, Telephone Skills, Sales, Training, Microsoft Excel, Time Management, Access
Education
Liberty University 2013 — 2015
Masters of Art Executive Leadership in Business
Saint Pauls College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Southside Virginia Community College 2006 — 2007
Associate of Science (A.S.), General Studies
TEKsystems February 2015 - Present
Truliant Federal Credit Union June 2012 - May 2014
Woodforest National Bank August 2007 - June 2012
Health Ridge Pharmacy May 2003 - July 2007
Skills
Small Business, Retail, Customer Relations, Budgeting, Training & Development, Human Relations, Business Strategy, Business Management, Online Marketing, Direct Marketing, Market Planning, Sales Management, Sales Operations, Business Solutions, Small Business..., Employee Hiring, Business Analysis, Profitability Analysis, Social Networking, Professional Networking, Wellness Coaching, Wellness Industry, Corporate Gifts, Process Management, Payroll Administration, Recruitment/Retention, Collections Management, Budgets, Payroll, Customer Service, Business Development, Mortgage Lending, Loans, Finance, Banking, Forecasting, Credit, Risk Management, Sales, Credit Analysis, Fundraising, Leadership, Commercial Lending, B2B, Small Business Lending, Accounting, Customer Satisfaction, Underwriting, Commercial Banking, Loan Origination
Education
University of North Carolina at Chapel Hill 2003 — 2007
Management, Sociology, Business, Economics
Carolina Business Institute 2006 — 2006
Certificate of Completion, MBA
A.C. Reynolds High School 1999 — 2003
Truliant Federal Credit Union May 2015 - Present
Wells Fargo June 2014 - May 2015
Wells Fargo 2012 - 2013
Telhio Credit Union 2011 - 2012
PNC Bank 2011 - 2011
KEMBA Financial 2010 - 2010
First Bank of Ohio 2009 - 2010
CitiFinancial Auto 2008 - 2009
Delaware County Bank 2004 - 2008
Skills
Credit, Loans, Credit Analysis, Sales, Underwriting, Credit Risk, Loan Origination, Leadership, Portfolio Management, Sales Management, Consumer Lending, New Business Development, Banking, Customer Service, Relationship Management, Lines Of Credit, Financial Analysis, Risk Management, Retail Banking, French, Analysis, Cross Selling, Microsoft Excel, Microsoft Office, Financial Institutions, Microsoft Word, conversational French, Management, Credit Unions, Credit Cards, Call Centers, Branch Banking, Refinance
Education
The Ohio State University 1985 — 1991
BA, International Studies
Truliant Federal Credit Union March 2011 - Present
BB&T 2009 - 2011
Wachovia Bank 2006 - 2009
Wachovia Bank 2005 - 2006
SouthTrust Bank/Wachovia Bank December 2003 - 2005
Skills
Credit, Team Leadership, Sales, Customer Experience, Building Relationships, Human Resources, Microsoft Office, Coaching, Retail Banking, Hands-on Training, Account Management, Business Development, Team Building, Mentoring New Hires, Banking, Loan Origination, Mortgage Lending, Credit Unions, Loans, Commercial Lending, Deposits, Consumer Lending, Small Business Lending, Lines Of Credit, Credit Analysis, Loan Servicing, Branch Management, Cross Selling, Credit Cards, Underwriting, Cash Management, Financial Services, Credit Risk, Risk Management, Commercial Banking, Internet Banking, Call Centers, Financial Analysis, Relationship Management, Strategic Financial..., Home Equity Lines of...
Education
Pfeiffer University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Development
Pfeiffer University
Bachelor of Science (B.S.), Business Administration
Truliant Federal Credit Union May 2012 - February 2013
Lowes Foods August 2008 - May 2012
Skills
Creative Writing, Speech Writing, Oratory, Leadership, Team Building, Competitive, Maintaining A Positive..., Disciplined Work Ethic, Eager to Learn and Excel, Well Organized, Ethics
Education
University of North Carolina at Greensboro 2010 — 2013
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of North Carolina at Charlotte 2009 — 2010
English/Language Arts Teacher Education
Northwest Guilford High School
Truliant Federal Credit Union April 2015 - Present
Outreach Christian Ministries 2003 - Present
MOSAIC Magazine December 2012 - December 2013
T. Burks & Associates March 2007 - October 2013
Ryland Homes July 2003 - October 2006
Beazer Homes October 2001 - July 2003
Skills
Purchasing, Team Building, Process Improvement, Microsoft Office, Contract Negotiation, Talent Acquisition, Customer Service, Employee Relations, Budgets, Human Resources, Onboarding, Recruiting, Negotiation, Marketing, Process Scheduler, Program Management, Operations Management, Microsoft Excel, Account Management, Leadership, Interviews, Organizational..., Sales Management, Time Management, Training, Hiring, Team Leadership, Management, Performance Management, Project Management, Supply Chain Management, Sourcing, Strategy, Sales, Leadership Development, Coaching, Cold Calling, Applicant Tracking..., Employee Training
Education
University of North Carolina at Greensboro 1994 — 1998
BS, Business Administration - Marketing
Rocky Mount Senior High 1991 — 1994
Mortgage Returns, an Inc. 5000 Fastest-Growing Private Company September 2015 - Present
Strategic Compliance Partners January 2015 - September 2015
Truliant Federal Credit Union September 2012 - December 2014
Arthrosurface and Cayenne Medical March 2012 - August 2012
Southern Community Bank and Trust February 2006 - May 2011
Countrywide Home Loans August 2004 - January 2006
Bank of America November 1996 - July 2004
Bank of America January 1997 - January 2000
Nations Bank January 1996 - January 1997
Michael S. Clapp & Associates January 1993 - January 1996
Skills
Banking, Mortgage Lending, Real Estate, Mortgage Banking, Loan Origination, Portfolio Management, Credit, Business Development, Commercial Banking, Management, Finance, Commercial Lending, New Business Development, Sales, Corporate Sales..., Credit Analysis, Selling, Underwriting, Leadership, Financial Services, Coaching, Loans, Training, Due Diligence, Sales Management, Construction Loans, Executive Management, Credit Risk, Retail Banking, Cross Selling, Investments, Refinance, Residential Mortgages, Consumer Lending, Financial Analysis, Negotiation, Relationship Management, Risk Management, Cold Calling, Small Business Lending, Financial Risk, Building Relationships, CRM
Education
University of North Carolina at Charlotte 1985 — 1989
B.A, English
Bishop McGuinness High School 1982 — 1985
HomeTrust Bank August 2015 - Present
CommunityOne Bank February 2013 - August 2015
Truliant Federal Credit Union March 2009 - February 2013
South State Bank (Formally North Carolina Bank & Trust) March 2007 - November 2008
Fifth Third Bank (Formally First Charter Bank) 2004 - 2007
Wells Fargo (Formally SouthTrust Bank) 2002 - 2004
Bank of America March 1998 - June 2002
Skills
Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Underwriting, Financial Services, Financial Analysis, Commercial Real Estate, Banking, Risk Management, Real Estate, Cash Management, Treasury Management, New Business Development, Financial Structuring, Lines Of Credit, Private Equity, Credit Risk, Retail Banking, Portfolio Management, Mortgage Lending, Small Business Lending, Mergers & Acquisitions, Structuring, Cross Selling, Cash Flow, Relationship Management, Loan Origination, Finance
Education
University of North Carolina at Asheville 1992 — 1996
Bachelor's Degree
Wells Fargo March 2014 - Present
Wells Fargo October 2013 - March 2014
Wells Fargo August 2012 - October 2013
Vanguard March 2012 - May 2012
Truliant Federal Credit Union March 2008 - February 2012
Skills
Finance, Mortgage Lending, Loan Servicing, FHA, Refinance, Loan Origination, Consumer Lending, Loans, Credit Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration, 3.0
Johnson C. Smith University - JCSU 2005 — 2009
Bachelor of science (B.S), Business Administration and finance
The Home T October 2012 - Present
Fashables January 2011 - Present
Ketchum July 2011 - April 2014
Development Counsellors International May 2010 - July 2011
Greensboro Board of Adjustments January 2009 - May 2010
Truliant Federal Credit Union February 2008 - May 2010
Greensboro City Council Candidate May 2009 - October 2009
RLF Communications December 2007 - December 2008
Victory Junction Gang Camp January 2006 - November 2007
Dick Broadcasting July 2000 - January 2006
Skills
Online Marketing, Marketing Strategy, Marketing Communications, Public Relations, Digital Marketing, Digital Media, Email Marketing, Social Media Marketing, Photography, Fashion Marketing, Blogging, Blog Development, Media Relations, Content Development, Online Advertising, Integrated Marketing, Digital Strategy, Marketing, Social Networking, Advertising, Facebook, Radio, Start-ups, Leadership, Crisis Communications, Social Media, Press Releases, Fashion, Event Planning, Strategic Planning, Newsletters, Corporate Communications, Television, Brand Development, Strategic Communications, Broadcast, B2B, Internal Communications, Copywriting, Management, Brand Awareness, Content Strategy, Strategy, Publicity, Entrepreneurship, Event Management, Social Media Measurement, Sales, New Media, Business Development
Education
University of North Carolina at Greensboro 2003 — 2005
Signature Property Group, Inc. January 2014 - Present
Truliant Federal Credit Union January 2012 - January 2014
Signature Property Group, Inc. August 2007 - January 2012
CORE Realty Holdings Management Inc. April 2007 - August 2007
SunTrust August 2006 - August 2007
Skills
Customer Service, Property Management, Sales, Operations Management, Marketing Strategy, Employee Management, Financial Reporting, Financial Services, Yardi Property..., Asset Management, Exceed Sales Goals, Resident Retention, Social Media Marketing, Risk Management, Advertising, Finance, Retail Banking, Lease-ups, Marketing
Education
University of North Carolina at Greensboro 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Truliant Federal Credit Union January 2015 - Present
South Florida Educational FCU December 2013 - January 2015
CUNA CFO EC 2010 - May 2014
SCCUMA - South Carolina Credit Union Management Association 2010 - December 2013
Charleston Chapter of SCCUL (South Carolina Credit Union League) 2005 - December 2013
Heritage Trust Federal Credit Union April 2004 - December 2013
Skills
Strategic Planning, Credit, Consumer Lending, Loans, Capital Structure, Management, Credit Unions, Internal Controls, Banking, Mortgage Lending, Refinance, ALM, Commercial Lending, Financial Institutions, Risk Management, Interest Rate Risk..., Auditing, Internal Audit, Retail Banking, Financial Analysis, Commercial Banking, Credit Analysis, Cash Management, Underwriting, Portfolio Management, Deposits, Finance, Financial Risk, Financial Services, Executive Management, Loan Origination, Small Business Lending, Team Building, Leadership, Credit Risk, Branch Banking, Credit Cards, Branch Management, Mortgage Banking, Liquidity Management, VA loans, Investments, Strategic Financial..., USDA, Budgets
Education
CUNA Enterprise Risk Management 2013 — 2013
Credit Union Enterprise Risk Management Expert (CUERME)
University of Richmond 1984 — 1988
BS, Accounting/Spanish
University of Richmond - Robins School of Business 1984 — 1988
BS, Accounting / Spanish
Truliant Federal Credit Union June 2015 - Present
UBS Financial Services, Inc January 2008 - June 2015
Wachovia, A Wells Fargo Company January 2004 - January 2008
Morgan Stanley Smith Barney July 2001 - December 2003
Skills
Wealth Management, Investments, Series 7, Estate Planning, Retirement Planning, Wealth Management..., Finance, Equities, Series 63, Mutual Funds, Financial Analysis, Portfolio Management, Small Business, Entrepreneurship, Strategic Financial...
Education
Louisburg College
University of North Carolina at Greensboro
TEKsystems (working for ADT) September 2015 - Present
Vivint. March 2010 - March 2015
Truliant Federal Credit Union August 2007 - February 2010
Skills
Leadership, Customer Service, Technical Support, Outlook, Process Improvement, Hardware, Management, Data Entry, Spanish, Computer Repair, Communication, Sales, SalesForce, WorkDay, Concur, Remote Troubleshooting, Professional Mentoring, Hiring, Human Resources, Training & Development, Customer Satisfaction, GoToMeeting, Microsoft Office, Inventory Management, Microsoft Excel, Troubleshooting, Team Building, Project Management
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor's Degree, Spanish
Lumen Energy February 2015 - Present
Kloke Group May 2014 - February 2015
McLane Company November 2012 - April 2014
Truliant Federal Credit Union October 2008 - June 2012
Truliant Federal Credit Union October 2008 - January 2010
Skills
Banking, Process Improvement, Strategic Planning, Direct Marketing, Business Development, CRM, Team Building, Management, Microsoft Office, Sales Management, Sales, Customer Service, Leadership
Education
Radford University 2004 — 2008
Bachelor of Business Administration, 2008
Truliant Federal Credit Union March 2011 - Present
Truliant Federal Credit Union June 2010 - March 2011
Truliant Federal Credit Union October 2006 - June 2010
RingMaster Jewelers January 2002 - April 2006
Lancome Cosmetics October 1999 - January 2002
Siecor January 1997 - October 1999
AMP Inc. June 1993 - January 1997
Skills
Credit Unions, Financial Services, Loans, Loan Origination, Retail Banking, Loan Servicing, Consumer Lending, Financial Transactions, Cross Selling, Business Process..., Project Coordination, Core Banking, Savings, Debit Cards, Deposits, Operations Management, Call Centers, Consultative Selling..., Sales Management, Makeup Artistry, Training, Sales, Banking, Product Development, Analysis, Credit, Process Improvement, Finance, Credit Analysis, Credit Cards
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Science (BS), Mechanical Engineering
MorphoTrust USA August 2014 - Present
Truliant Federal Credit Union April 2004 - August 2014
Kronos March 2010 - February 2011
Skills
Disaster Recovery, Microsoft Exchange, Microsoft SQL Server, System Administration, Vendor Management, Networking, Data Center, Databases, Servers, IT Operations, Storage, Management, Project Management, Banking, Risk Management, Customer Service, Credit, Strategic Planning, IT Management, Enterprise Software, Windows Server, Active Directory, IT Strategy, Virtualization, VMware, SAN, Storage Area Networks, High Availability, Business Continuity, Microsoft Office, Business Analysis, Training, Operating Systems, Cluster, Troubleshooting, Tier 3 support, Change Management, SSRS, SSIS, VMware View, VDI, Database Design, Database Administration, Enterprise Architecture, VMware Infrastructure, VMware ESX, DNS, Network Administration
Education
University of North Carolina at Greensboro 2007 — 2009
BS, Economics
Wake Forest University 2004 — 2007
Economics
Truliant Federal Credit Union August 2012 - Present
Skills
Mortgage Lending, Credit, Loans, Consumer Lending, Banking, Commercial Lending, Commercial Banking, Credit Risk, Small Business Lending, Executive Management, Risk Management, Credit Unions, Strategic Financial..., Retail Banking, Financial Services, Mortgage Banking, Loan Origination, Underwriting, Cash Management, Portfolio Management, Credit Analysis, Credit Cards, Financial Risk, Finance, Financial Analysis, Internet Banking, Loan Servicing, Refinance, Investments, Payments, Mergers & Acquisitions, Due Diligence, Lines Of Credit, Cash Flow, Cross Selling, Relationship Management, Business Development, Call Centers, Construction Loans, Vendor Management, Leadership, Process Improvement, Business Analysis, Deposits, Customer Experience
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Carolina-Columbia 1983 — 1986
Bachelor of Science (BS), Finance, General
Truliant Federal Credit Union 2010 - Present
TEKsystems 2009 - 2010
Self Employed 2008 - 2010
Blackwell Consulting Services 2009 - 2009
Aon 2006 - 2008
Aon 2001 - 2006
Aon 2000 - 2001
Aon 1999 - 2000
Aon 1996 - 1999
Aon 1985 - 1996
Skills
Vendor Management, Call Center, Disaster Recovery, Leadership, Outsourcing, Offshoring, Program Management, IT Service Management, Call Centers, Change Management, Business Analysis, Enterprise Software, Strategic Planning, Process Improvement, IT Management, Project Planning, Quality Assurance, Data Center, Software Development, Resource Management, Business Strategy, Executive Management, System Migration, Integration, Telecommunications, Service Delivery, Business Process, Security, Strategy, Information Technology, IT Strategy, Consulting, SaaS, Governance, Business Intelligence, Team Leadership, Solution Architecture, Infrastructure, Management, Strategic Partnerships, Project Portfolio..., Business Continuity, Risk Management, PMO, CRM, Enterprise Architecture, SDLC, SharePoint, Banking, Business Process...
Education
University of North Carolina at Greensboro 1985 — 1986
MBA
Western Carolina University 1976 — 1980
BSBA
Independent Financial Marketing Consultant May 2015 - Present
Sharonview FCU March 2005 - May 2015
Truliant Federal Credit Union 1995 - 2005
Skills
Strategic Planning, Marketing Strategy, Credit, Credit Unions, Email Marketing, Consumer Lending, Marketing Communications, Direct Marketing, Banking, Loans, Marketing, Sales, Leadership, Business Development
Education
University of Florida
Bachelor of Science, Marketing
The Bank of Oak Ridge July 2012 - Present
Truliant Federal Credit Union September 2009 - July 2012
Wachovia Dealer Services 2007 - 2009
Wachovia Wealth Management, Inc. 2004 - 2007
BB&T 1999 - 2003
Norwest Financial Consumer Dsc 1996 - 1999
Skills
Loans, Credit, Consumer Lending, Banking, Commercial Lending, Credit Analysis, Underwriting, Credit Risk, Investments, Strategic Financial..., Commercial Banking, Portfolio Management, Loan Origination, Lines Of Credit, Risk Management, Mortgage Lending, Retail Banking, Small Business Lending, Credit Unions, Financial Risk, Financial Analysis, Wealth Management, Financial Planning
Education
University of South Carolina - The Moore School of Business 1992 — 1996
B.S., Finance
Truliant Federal Credit Union April 2012 - Present
ACN May 2008 - November 2009
Premier, Inc. 2005 - 2007
Skills
Training, Leadership Development, Organizational..., Leadership, Coaching, Recruiting, Budgets, Call Centers, Performance Improvement, Customer Service, Employee Training, Healthcare, Team Building, Change Management, Performance Management, Training Delivery, Human Resources, Talent Management, Team Leadership, Employee Engagement, Strategic Planning, Process Improvement, Employee Relations, Executive Coaching, Onboarding, Workshop Facilitation, Project Management, Organizational..., Talent Acquisition, Operations Management, Microsoft Office, Learning Management..., Banking, Customer Experience, Project Planning, Staff Development, Vendor Management, Instructional Design, Instructor-led Training, Hiring, Building Relationships, Credit Unions, Event Planning, Blended Learning, Succession Planning, PowerPoint, Microsoft Word, Needs Analysis, Hands-on Training, Performance Consulting
Education
University of South Carolina-Columbia 1985 — 1989
Truliant Federal Credit Union Senior Vice President of MarketsTruliant Federal Credit Union2005 - Present
BB&T April 1998 - July 2005
Allegacy Federal Credit Union January 1997 - April 1998
First Union National Bank July 1993 - January 1997
Adecco 1987 - 1993
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, International Studies, Spanish
Duke Energy Corporation July 2015 - Present
Duke Energy Corporation July 2013 - Present
Truliant Federal Credit Union September 2010 - July 2013
Truliant Federal Credit Union July 2009 - November 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Financial Statement..., Financial Accounting, Account Reconciliation, General Ledger, Consumer Lending, Loan Origination, Banking, Finance, Strategic Financial...
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Truliant Federal Credit Union June 2014 - Present
Hospice of Davidson County, NC September 2011 - June 2014
ABC of NC Child Development Center September 2009 - September 2011
Old Salem Museums and Gardens May 2004 - September 2009
Crisis Control Ministry March 2002 - May 2004
Old Salem Museums and Gardens August 2001 - September 2002
88.5 WFDD Radio March 2000 - August 2001
Skills
Fundraising, Media Relations, Marketing, Volunteer Management, Public Speaking, Advertising, Leadership Development, Grant Writing, Non-profits, Community Outreach
Education
University of North Carolina at Greensboro 1994 — 1998
BA, Media Studies - Broadcasting/Cinema
Appalachian State University 2010 — 2012
M.Ed., Higher Education, Adult Leadership
Federal Highway Administration October 2009 - Present
SC Office of the State Auditor November 2005 - October 2009
SC Department of Revenue October 2004 - November 2005
Truliant Federal Credit Union May 2001 - October 2004
Education
University of South Carolina - Darla Moore School of Business 2006 — 2008
MBA, Business Administration
University of South Carolina - Darla Moore School of Business 2000 — 2004
BS - Business Administration, Accounting
Truliant Federal Credit Union May 2014 - Present
Charlotte Firefighters' Retirement System December 1997 - September 2013
ICMA-RC (VantageTrust Company Board) July 2002 - June 2011
Town of East Hartford, Connecticut February 1994 - November 1997
Skills
Finance, Investments, Management, Pensions, Public Speaking, Retirement
Education
University of Hartford 1986 — 1988
M.P.A., Public Administration
Quinnipiac University 1967 — 1983
B.S., Organizational Behavior-Human Rescource Mgmt.
Hillhouse High School 1964 — 1967
Diploma
Visiun, Inc. October 2014 - Present
Visiun, Inc. November 2013 - October 2014
Wake Forest University Baptist Medical Center March 2009 - October 2013
WFUBMC August 2005 - March 2009
Truliant Federal Credit Union 2002 - 2005
Skills
Career Development, Healthcare, Management, Data Analysis, Hospitals, Leadership, Customer Service, Microsoft Excel, Laboratory, Research, Healthcare Management, Access, Healthcare Information..., Process Improvement, Public Speaking, HIPAA, Project Management
Education
Wake Forest University School of Business 2008 — 2010
MBA, Business Administration
University of North Carolina at Greensboro 2001 — 2005
BS, Medical Technology
Wesleyan Academy 1998 — 2001
NewBridge Bank May 2015 - Present
SunTrust Bank March 2012 - May 2015
Suntrust Bank July 2008 - March 2012
Truliant Federal Credit Union 2004 - 2006
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit, Loans, Banking, Credit Analysis, Retail Banking, Lines Of Credit, Mortgage Lending, Credit Risk, Portfolio Management, Relationship Management, Risk Management
Education
UNC Chapel Hill
Volvo Group May 2013 - Present
Volvo September 2008 - May 2013
RFMD November 2005 - September 2008
Truliant Federal Credit Union August 1995 - October 2005
Education
Wake Forest University 2006 — 2009
Masters of Arts in Liberal Studies
Salem College 1995 — 2000
Bachelors of Arts, Sociology
Starbase North Carolina October 2010 - Present
WomenSource September 2008 - January 2010
Northeast Georgia Health System January 2006 - August 2008
Truliant Federal Credit Union January 2004 - August 2005
OTM Partners January 2000 - December 2003
Education
Salem College 1996 — 2000
B.A., Communication, with concentration in Marketing and Advertising
The Salvation Army October 2014 - January 2015
Caregiver August 2013 - September 2014
TD Bank February 2013 - July 2013
TD Bank Group April 2012 - October 2012
Wells Fargo July 2010 - August 2011
LendingTree 2002 - 2007
LendingTree 2002 - 2007
LendingTree 2002 - 2007
Truliant Federal Credit Union 1993 - 2001
Skills
Call Center, Loans, Customer Relations, Coaching, Mortgage, Public Speaking, Account Management, Insurance, Credit, Banking, Mortgage Lending, Customer Service, Program Management, Process Improvement, Cross-functional Team..., Team Leadership, Change Management, Strategic Planning, Call Centers, Risk Management, Business Process..., Leadership, Management, Performance Management
Education
The University of Akron 1982 — 1986
Business Adm, Business/Banking
Truliant Federal Credit Union April 2014 - Present
Truliant Federal Credit Union October 2013 - April 2014
Truliant Federal Credit Union October 2012 - October 2013
Target January 2011 - October 2012
Target January 2008 - October 2012
Université d'Angers May 2007 - June 2007
Embarq May 2006 - July 2006
Skills
Human Resources, Sales, Leadership, Management, Customer Service, Sales Management, Interviews, Team Leadership, Research, Budgets, Event Planning, Project Planning, Merchandising, Finance, Recruiting, Public Speaking, Microsoft Office
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Truliant Federal Credit Union October 2013 - Present
Fifth Third Bank October 2013 - October 2013
Goldman Sachs July 2007 - January 2009
Wells Fargo Home Mortgage November 1999 - March 2007
Skills
Investments, Financial Planning, Wealth Management, Mortgage, Mortgage Lending, Underwriting, Strategic Financial..., Loans, Credit Analysis, Credit Risk, Credit, Residential Mortgages, Banking, Commercial Lending, Consumer Lending, Mortgage Banking, Refinance, Risk Management
Education
UNCC 1991 — 1995
Bachelor of Science (BS), Economics
Carolina Tractor & Equipment Company April 2010 - Present
Carolina Tractor & Equipment Company July 2005 - April 2010
Carolina Tractor & Equipment Company June 2003 - June 2005
Truliant Federal Credit Union June 2002 - June 2003
Education
Pfeiffer University 2006 — 2009
MBA, Masters of Business Administration
Pfeiffer University 1998 — 2002
Bachelor of Science, Business Administration
Truliant Federal Credit Union March 2011 - Present
Citi October 2004 - March 2011
Skills
Banking, Credit, Loans
Education
University of South Carolina-Columbia 1996 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bank of North Carolina February 2011 - November 2013
Southern Community Bank and Trust May 2009 - February 2011
Truliant Federal Credit Union August 2008 - May 2009
Service Credit Union April 2001 - July 2008
Skills
Retail Banking, Training, Leadership, Banking, Sales, Customer Service, Credit, Small Business Lending, Coaching, Consumer Lending, Loans, New Business Development, Mortgage Lending, Information Mapping, Policy & Procedure..., Career Development, CBT Content Development, Underwriting, Deposits, Loan Origination, Financial Analysis, Commercial Banking, Commercial Lending, Finance, Credit Risk, Financial Risk, Mortgage Banking, Credit Analysis, Risk Management
Education
Southern New Hampshire University 1998 — 2005
Human Resources, Marketing, Business
Nashua Senior High 1986 — 1989
Diploma, General Studies
Hannover Life Re America February 2006 - Present
Sara Lee Branded Apparel February 1998 - September 2005
CIBER, Inc. August 1997 - July 1998
Truliant Federal Credit Union August 1995 - August 1997
Skills
Microsoft Office, Microsoft SQL Server, Business Objects, Microsoft Office..., PowerBuilder, Oracle 9i, SQL, Visio, Databases, Systems Analysis, SSIS, Oracle, T-SQL, Data Warehousing, ETL
Education
University of North Carolina at Greensboro
Truliant Federal Credit Union July 2011 - Present
Education
SUNY Oswego