Keiser University - Lakeland

Brandon High School

Indirect Operations Supervisor at Grow Financial Federal Credit Union

Major Responsibilities:
I have been orchestrating lending operations and administrative activities, ensuring alignment with strategic objectives across consumer lending and dealer services. I have been streamlining project planning and execution by developing comprehensive stakeholder documentation, aligning initiatives with organizational goals across member experience, culture, processes, and financial health. I have been enhancing reporting capabilities by collaborating with lending analysts to improve originations and dealer services analytics. I have been championing a culture of continuous improvement, fostering employee engagement and professional growth.

Key Deliverables:
• Recognized as Employee of The Year 2023 for exceptional leadership and operational excellence.
• Completed major division projects in 2023, significantly enhancing operational efficiency.
• Developed and maintained key stakeholder relationships, resulting in improved transparency and collaboration.
• Managed system administration for multiple platforms and maintained vendor relationships, overseeing more than 1,200 vendors.
• Conducted annual reviews/audits for lending procedures, policies, and vendor performance, risk management, and portfolio health.

Grow Financial Federal Credit Union

Lending Operations Supervisor

Major Responsibilities:
I have led a dynamic team, cultivating a culture of collaboration, innovation, and accountability, ensuring high performance and team cohesion. I have conducted comprehensive evaluations of current workflows, software systems, and dealership integration, improving audit compliance and process accuracy. I have developed and administered specialized training programs, elevating staff expertise, communication abilities, and overall organizational performance. I have executed market research and implemented business development initiatives to expand the credit union's reach and services.

Key Deliverables:
• Managed vendor relationships effectively, overseeing annual reviews for a network exceeding 1000 vendors.
• Optimized operational processes to enhance efficiency and reduce costs within the credit union's indirect lending department.
• Pioneered the credit union's expansion into two new states, successfully onboarding 500 new clients.
• Elevated indirect operations performance by providing analytical reports on real-time trends, influencing strategic decisions.
• Surpassed established key performance indicators (KPIs), consistently meeting or exceeding management's targets.

Indirect Operations Supervisor

Major Responsibilities:
I have overseen the Indirect Operations Team, enhancing dealer services support and administrative functions. I have facilitated dealership onboarding, software systems training, and monthly reporting, utilizing Tableau to drive data-driven decisions. I have developed and implemented continuous training programs aimed at advancing team skills, communication, and engagement, thereby elevating organizational and individual performance. I have acted as the go-to expert and system administrator for consumer lending operation software, optimizing team utilization and efficiency.

Key Deliverables:
• Expanded market presence by successfully onboarding 300 new clients and opening operations in 2 new states.
• Enhanced operational efficiency by developing specialized reports to track real-time trends and improve performance metrics.
• Conducted comprehensive analysis and supported all indirect operations, ensuring adherence to processes and audit requirements.
• Strengthened audit processes through detailed analysis and support, ensuring compliance and operational excellence.
• Elevated team productivity by creating ongoing training programs that focused on skill development and process improvement.

Senior Indirect Operations Specialist - Supervisory Role

Major Responsibilities:
I have mastered operational processes and software systems integral to the consumer lending team, ensuring efficient dealership onboarding and compliance with audit standards. I have provided comprehensive training and support to indirect sales team members, enhancing operational effectiveness and sales outcomes. I have served as a key resource and system administrator for third-party vendor interactions, optimizing software utility and performance. I have analyzed trends through specialized reports, utilizing Tableau for data visualization to drive improvements in indirect operations.

Key Deliverables:
• Surpassed management-defined key performance indicators, contributing to overall success of the credit union's operations.
• Recognized as Employee of The Year in 2015 for exceptional performance and dedication to operational excellence.
• Onboarded 250 clients, significantly expanding the credit union's indirect lending portfolio.
• Enhanced team productivity and efficiency by developing and implementing new process flows and training programs.

Indirect Operations Specialist

Major Responsibilities:
I have provided comprehensive operational support for indirect lending activities, ensuring seamless vendor integration and management. I have analyzed and optimized indirect operations processes to enhance efficiency and compliance. I have managed the onboarding of new vendors, coordinating with third-party service providers, and overseeing the setup of systems and protocols. I have coordinated with system administrators to troubleshoot and resolve issues, thereby maintaining continuous operational flow.

Key Deliverables:
• Successfully onboarded 200 clients, streamlining the vendor management system and improving partner relations.
• Led a CRM redesign and cleanup project, resulting in improved data management and user experience.
• Maintained and administered CRM/MRM systems, ensuring data integrity and accessibility for sales and support teams.

Indirect Support Specialist

LSC Specialist - Funding/Titles

MCC Specialist

Assistant manager, organized and planned sales events, maintained quality, kept up to date with reports, and training.

Daniel Stevens