Non-Profit CEO 2014 – 2020
As CEO it was my responsibility to cultivate community and donor relationships, manage projects as well as day to day operations, including: planning fundraising and other events, managing marketing and social media, program development and execution, organizational development and process improvement, administration oversight, strategic planning and the development and implementation of policies and procedures.
In the 6 years I served as CEO organizational income tripled, medical services and additional programs were added, hours of operation were expanded, a second location was added, staff doubled, and the number of clients served increased significantly.
Banking 2000 – 2013
Assistant Vice President, Commercial Loan Administration
As Assistant Vice President of Commercial Loan Administration, I streamlined operations and reduced cost by developing processes that utilized current systems and automated many manual functions; which ultimately reduced errors and increased processing speeds. In September 2008 I received the Profitable Growth award for these achievements.
In October of 2009 I assisted with the relocation of the department to a new city and developed a cross training strategy for the group. I was also the lead team member in the research, development and/or implementation of three major applications. In 2010, I developed processes that employed current technology to create a paperless working environment within the Commercial Loan Administration Department.
Business Manager Administrator
During my time as Business Manager Administrator, I was able to completely restructure product operations from the ground-up; reducing losses and creating a reporting process to monitor income and asses portfolio risk.
General responsibilities include: overseeing operations and daily activities, monitoring and reconciliation of accounts receivable lending programs and the mortgage warehouse lending product, monthly general ledger reconciliation and end-of-month reports (sales activity, fee income, and profitability reports), quarterly portfolio analysis, customer account audits, assisting VP with various projects and operational related tasks, creating tracking spread sheets, auditing account files, as well as developing and improving procedures/processes.
Business Services Officer
As Business Services Officer I developed and strengthened business relationships in East Central Indiana. With a focus on both new and existing clients, an emphasis on product utilization, client retention and new business opportunities, I worked to build and cultivate partnerships with our customers.
In addition to formulating and presenting account analysis and proposals for depository services, I provided personalized customer assistance for a variety of products and services; acting as a personal banker to our clientele. I also facilitated training for both internal and external customers, completed annual account reviews, and developed process and procedural improvements.
Corporate Director of Operations
As CDOO I oversaw program operations, trouble shooting/problem solving, developed processes and procedures to increase efficiency, employee supervision, client and lender relations, reviewing and monitoring over 80 accounts in four states, reconciling 120 ledgers and 18 lock box accounts, preparing and presenting reports to superiors, preparing and following up on program related fraud claims and legal issues.
Accounting/Bookkeeping 1994 – 2000
Non-Profit Office Manager
General responsibilities include: billing, payroll, accounts receivable, accounts payable, some financial reports, assist president with various projects and fund-raising activities, prepare and present information for board meetings, correspondence and document preparation, and data base management.
Bookkeeper
General responsibilities include: accounts receivable, accounts payable, customer service, daily reports for main office and six other branch facilities, reconciling statements, closing and balancing A/R and A/P, and various other clerical duties.
EDUCATION
Ball State University, The Academy for Community Leadership
December 2012
Anderson University, Bachelors of Science, Organizational Leadership
Management Specialty
Recipient of 2006 Exemplary Student Award, GPA 4.0,
IVY Tech Community College, Associate of Science, Business Administration
Deans List, GPA 3.8
