Credit Union Executive Successful at Building and Leading Effective Teams




Contact Information:

Ann Travers
Phone: 503-969-7375 Email: amtravers3@gmail.com
Click here for resume in PDF format

Candidate Summary:
Credit Union Executive successful at building and leading effective teams. Demonstrates a clear sense of purpose and urgency when faced with diverse situational challenges and opportunities. Skilled at establishing excellence within culturally diverse environments, translating high level Board priorities into specific executable strategies, and planning/executing multi-faceted implementations. Demonstrates strong leadership and relationship building skills.

Key Experience:
  • Leadership
  • Finance, Accounting
  • Operations
  • Marketing, Sales and Business Development
  • Consumer  Lending and Collections
  • Regulatory Compliance
Education:
  • Bachelor of Science, Finance Degree - Portland State University
  • Western CUNA Management School, Honors, Class officer
  • Certified Credit Union Executive Program
Experience  &  Achievements:

Manager/CEO Lower Columbia Longshoremen's FCU, Longview, WA  2008 - 2011
President/CEO of $58 million federal credit union. Oversight included finance, lending, compliance, marketing and human resources. Flexible in personnel management with experience working in a Union environment. Managed large Real Estate loan portfolio.
Key  Achievements:
  • Three-year loan growth of 14.31% during economic recession
  • Maintained excellent capitalization throughout tenure
  • Successfully negotiated union labor contract
President/CEO Cascade Forest Products Credit Union, Vancouver, WA  1998 - 2008
President/CEO of $10 million state chartered credit union.  Oversight included finance, lending, compliance, marketing and human resources. Consistently positive audit results
Key  Achievements:
  • Full accounting responsibilities: AP, AR, GL, forecasting, budget, F&E
  • Ambassador program development with on sight presentations
  • Successfully organized planning sessions leading group to goal setting
Operations Manager Kaiperm NW Federal Credit Union, Portland, OR  1995 - 1998
Operations Manager of $18 million state chartered credit union. Oversight included finance, accounting, ACH/Share Draft/Card programs, compliance, marketing and human resources.  
Key  Achievements:
  • Expense control
  • Implementing a culture of efficiency and staff cross training
Assistant Manager Portland Teachers Credit Union, Portland, OR  1980 - 1995
Assistant Manager - Responsible for the overseeing lending and member service representatives, high volume loan officer, successful at cross selling, and excellent public relations
Key  Achievements:
  • Record setting lending volume
  • Consistently high sales