Connie Applegate
Email: ********@**************.***
Address:
City: Lubbock
State: TX
Zip: 79407
Country: USA
Phone: 806-***-****
Skill Level: Any
Salary Range:
Primary Skills/Experience:
Visionary Operations Executive with solid experience managing all levels of multiple projects including budgeting and administration.
Educational Background:
High School Dipolma from Frenship High School, Wolfforth TX 1/2001 to 5/1990 (General)
Job History / Details:
Executive Profile
Visionary Operations Executive with solid experience managing all levels of multiple projects including budgeting and administration.
Skill Highlights
Project management
Leadership/communication skills
Business operations organization
New product delivery
Client account management
Human resources
Employee relations
Self-motivated
Market research and analysis
Customer-oriented
Cash handling
Merger and acquisition financing expert
Invoice coding familiarity
Bank reconciliations
Strategic planning
Compliance Officer
Bank Secrecy Act
Excellent managerial techniques
Accounts receivable professional
General ledger accounting aptitude
Complex problem solving
Strong communication skills
Expert in customer relations
Effective time management
Dependable
Reliable
Energetic
People-oriented
Detail-oriented
Excels in team leadership
Excellent work ethic
Strong interpersonal skills
Core Accomplishments
Business Development:
Successfully expanded from one branch to seven branch locations in 19 years.
Project Management:
Strategically analyzed where each branch location would have the best performance.
Leadership:
Served as a key contributing member to the Leadership team and successfully managed up to 60 employees.
Professional Experience
April 1994 to October 2012
Alliance Federal Credit Union Lubbock, Texas
Executive Vice President
Reduced and controlled expenses for seven branches.
Defined strategy and business plan for the Lubbock Area.
Executed integrated advertising campaign across multiple media channels.
Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
Researched beneficial investment opportunities and made recommendations to senior management.
Achieved proper compliance and accurate executive level reporting.
Actively recruited and oversaw training for all new branch employees.
Developed the annual branch business plan for maximum profitability and effectiveness.
Implemented annual performance appraisals for all branch staff.
Adhered to all federal and state compliance guidelines.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
Educated customers on the variety of loan products and available credit options.
Continued education on current banking products and services through Credit Union National Association, Southwest Corporate and Professional Bankers Systems.
Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions..
Worked with management to document and offset unusual expense variances in their respective areas.
Assisted in the creation of vendor contracts for outside vendors.
Assisted the CFO/CEO with the production of the monthly financials, management reports and board packages.
Maintained confidential information, such as pay rates, bonus targets and pay grades.
Prepared financial and regulatory reports required by laws, regulations or boards of directors.
Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
Education
Frenship High School Wolfforth, Texas
High School Diploma General