Washington, DC *****
Phone 202-***-****(H)
301-***-****(C)
STACEY A. MAKELL
Summary: Over 25 years customer service and management experience. Self-
starter, who thrives on challenges, is experienced in handling large cash
volumes and analyzing data; supervision of employees; proven track record
of customer resolution, excellent problem solving and analytical skills.
Result oriented, highly motivated to succeed with outstanding people
skills, and team leadership skills; strength in a position that capitalizes
on management, and administrative knowledge, strong organizational skills
and positive attitude to successfully impact overall performance and
profitability of the organization
Education 9/81 - 5/85 Southeastern University, Washington, DC
. Bachelor of Science - Information Systems Management
Work Experience 1/13 - 8/14 FedChoice Federal Credit Union, Lanham,
MD
Financial Service Center (FSC) Manager
. Provide exceptional service to all customers by
demonstrating, following and supporting the
Internal and External service promises and
standards, along with the Credit Union Mission,
Vision and Values.
. Supervise work scheduling and workflow of daily
routine operations
. Ensure operations are conducted in accordance
with established Credit Union policies and with
legal and regulatory requirements.
. Ensures center security. Open and Close the
building in accordance with set hours and tests
security equipment.
. Process and approve consumer loans within
established policies and limits.
. Supervises and assists with customer service
functions. Cross sell Credit Union services and
products.
. Responsible for maintaining proper cash controls.
8/11 - 1/13 Washington Postal Employees FCU,
Washington, DC
Loan Officer
. Provide financial services counseling and advice
to members.
. Interview loan applicants; research, review and
evaluate loan applications; approve loan requests
within designated authority or refer to the loan
department manager/CEO with recommendations.
. Setup, prepared and disbursed approved loans,
revolving advances and share secured loans.
. Acquired and maintained knowledge of all credit
union services to support cross-selling to all
members.
. Audited all issued consumer loans. Finalize
applications and closing.
. Review auto files for titles and current
insurance with the institution listed as the lien
on holder.
. Ran and prepared monthly reports for the Board of
Directors.
12/09 - 7/11 Transportation Federal Credit Union,
Washington, DC
Director of Training
. Create, procure and conduct training and
development programs for employees in accordance
with organizational and budgetary objectives.
. Formulated training outline and determined
instructional methods, utilizing individual
training, group instructions, demonstrations and
workshops; select and/or developed training aids
such as handbooks, visual aids and tutorials.
. Evaluated and assisted in designing training
manuals and related materials, training classes
and training procedures. Participated in new
product/services design from staff training.
. Tracked the progress of trainees through routine
tests, observations and feedback from
supervisors; evaluated the effectiveness of the
current training program.
. Completed required reports and documents: attend
necessary meetings.
3/09 - 12/09 Transportation Federal Credit Union,
Washington, DC
Vice President of Branch and
Call Center Operations (Acting)
. Directed and monitored branch and call center
operations, to insure that organizational goals
and objectives were met.
. Development, implementation and achievement of
strategic plans to support the organizational
direction of the credit union.
. Directed and coordinated training activities of
the credit union.
. Developed, implemented, administer and track
credit union sales program to progressively meet
loan and deposit goals - conducting training
sessions, coaching and maintaining a high level
of morale among frontline employees.
. Developed, implemented, administer and track
credit union sales incentive program.
. Participated in establishment of annual
operational budget and monitor performance to
budget throughout the year; established annual
sales goals for deposit products and initiates
actions to achieve the goals.
8/04 - 3/09 Transportation Federal Credit Union,
Washington, DC
Director of Retail Sales
. Ensured that all sales employees were properly
coached and had the tools to sell credit union
products and services.
. Increased outstanding loans and shares through
promoting cross-sales activity among frontline
staff through training and coaching of credit
union products and services.
. Managed employee performance through tracking of
product sales and effectively address employee's
weakness with Branch/Department Managers.
. Assisted Branch Managers to maintain high quality
and well trained staff to meet the organization's
future growth plans.
. Met and/or exceed operational objectives with
respect to sales and financial needs of both the
member and organization.
. Developed, implemented and tracked the incentive
program for the credit union.
2/03 - 8/04 Transportation Federal Credit Union,
Washington, DC
Director of Branch Operations
. Developed overall policies, programs, objectives
and goals for the credit union.
. Developed, implemented and maintained effective
operational procedures to maximize efficiency and
quality of daily work and provide consistent
quality service to members.
. Oversaw the delivery of training to all branch
and communications center personnel.
. Recruited, trained, supervised, developed and
evaluated a team of branch managers to establish
and maintain highly effective management of
frontline staff.
. Maintained daily contact with branch managers and
mail courier, providing support, input, feedback
and guidance concerning their daily operations.
. Oversaw hiring, promotions, transfers,
termination and other changes in status of branch
and telephone center employees.
11/98 - 2/03 Transportation Federal Credit Union,
Washington, DC
Branch Manager
. Ensured prompt resolution of member account
discrepancies in branch office.
. Continually monitored branch cash requirements,
ensuring compliance to daily changer fund
guidelines.
. Developed, applied and evaluated policies and
procedures according to regulations.
. Researched, disseminated to staff the latest
credit union services to support cross selling to
all members.
. Oversaw and managed the daily processing,
settlement and maintenance of branch ATM.
. Provided lending services to members including
interviewing loan applicants; researched,
reviewed and evaluated loan applications;
submitted loan requests to designated authority.
Disbursed loans after approval.
. Cross-trained branch personnel in all products
and services to maintain the highest service to
members.
. Organized, managed staff meetings to discuss
improvement areas, changes in procedures, new
developments or services and to present general
information.
2/89 - 11/98 Transportation Federal Credit Union,
Washington, DC
Loan Officer
. Provided financial service counseling and advice
to members.
. Interviewed loan applicants; researched, reviewed
and evaluated loan applications; approved loan
requests within designated authority or referred
to the loan department manager with
recommendations.
. Setup, prepared and disbursed approved loans,
revolving advances and share secured loans.
. Acquired and maintained knowledge of all credit
union services to support cross-selling to all
members.
. Audited all issued consumer loans. Finalized
applications and closing documents to loan
decision package and arranged for storage.
. Adhered to all established policies and
procedures.
8/88 - 11/98 Phillips Flagship Restaurant,
Washington, DC
Cash Office Supervisor
. Prepared the nightly deposits.
. Completed nightly audit and forwarded it to the
corporate office.
. Hired and trained new cashiers and cash office
personnel.
. Supported the front of the house managers and
supervised the serving staff.
. Supported the kitchen managers with weekly
inventory and tracking.
. Managed the training of the new serving staff.
3/86 - 2/89 Riggs National Bank of Washington,
Washington, DC
Consumer Credit Department - Loan Officer
. Prepared financial and statistical spread sheets.
. Underwrote corporate and consumer loans.
. Developed appraisal and equity profiles for
residential properties.
. Managed Home Equity Loan databases.
. Managed Executive Lines of Credit databases.
8/83 - 3/86 Dept. of Justice: Executive Office
for US Attorneys, Washington, DC
Office of Management Information System & Support -
Student Aide
. Developed and maintained the software system.
. Managed payroll and time and attendance database.
. Performed inventory control routines for the
installation and removal of word processing and
computer equipment, assigned control numbers to
procurement documentation.
. Performed acquisition and procurement procedures
for new systems.
Reference: Available upon request