
Financial services professional with 12+ years of experience in financial advisory, lending, underwriting, and team leadership within the credit union industry. Manage a $2M+ book of business in Assets Under Management (AUM) while advising clients on investments, insurance, estate planning, and financial strategies. Proven expertise in financial analysis, regulatory compliance, risk assessment, and client relationship management.
Financial Advisory Loan Underwriting Risk Assessment Regulatory Compliance Client Relationship Management Customer support Service delivery optimization Workflow management