Regional Manager or Branch Operation or Regional Manager or Sale
Regional Manager, Branch Operation, Regional Manager, Sales and Service, Regional Director, Branch Operations, Regional Director, Sales and Service, Vice President, Branch Operations, Vice Presidentm Sales andService, Director, Branch Operations, Directo
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C. TRACY BUTLER 12508 Indian Creek Drive a- Fort Worth, TX 76179 a17-913-0487 [email protected] SERVICES OPERATIONS EXECUTIVE Credit Unions and Banking Services MULTI-SITE OPERATIONS MANAGEMENTa"TURNAROUND SPECIALIST PROFILE
817-236-7721 a- 8
SENIOR FINANCIAL
CATALYST FOR TRANSFORMING AN ORGANIZATIONaS VISION INTO REALITY. Dynamic leader with the ability to achieve desired results by motivating individuals, developin g teams, analyzing facts and finding creative solutions to business problems and issues. Strong ability to empower, lead and motivate teams to peak performance. Expert in applying a consultative, solution-based approach to problem solving a nd building high-trust relationships. Proven success in shaping a continuous imp rovement mindset;successfully led major projects, programs and strategies from p lanning through tactical execution; championed mission/vision of the organizatio n. Focused on exceeding long and short term goals, increased sales, quality serv ice and appropriate security while providing needed information to appropriate i ndividuals and groups. SUMMARY OF KEY STRENGTHS * * * * * * * * * * * * Asset & Liabilities Management Budget Development/Management Business Processes Design/Implementation Project Management Quality Sales & Service Management & Training Organizational Needs Assessment Reorganization Design and Implementation Efficiency Expert Products, Sales & Service Research & Development Branch and Office Security Training and Development/Team Building Public Relations Speaker PROFESSIONAL EXPE RIENCE AND ACHIEVEMENTS Top Hat and Tails, LLC - Fort Worth, TX 2005 - Present Special event production and management company for the entertainment and recrea tion industry. LLC Member/CO-Director/Controller/Marketing & Sales a Responsible for Finances, Contract Negotiations, Marketing and Advertising, Pr oduct and Service Development. a Manage and administer Financial Reports, government documents, tax returns, ba nk accounts and contracts. Provide Financial Reports to LLC members. Provide le adership in development of marketing and advertising. Reduce cost/increase inco me. a Review financials and ensure we stay on budget. Investigate methods to increas
e income and reduce costs. a Negotiate contracts with contract employees, vendors and hotels. Serve on a n umber of LLC committees. SIGNIFICANT ACHIEVEMENTS: Researched and identified new outlets for the purchase of our contestant awards and prizes; Negotiated reduced hotel room night commitments, easier access to a ll floors of the hotel for our clients, reduced charges for telephone lines in o ur registration areas which reduced costs by 12%. Grew Pro/Am Program and Master/Crown Division by redesigning fee schedules. Ini tiated a comprehensive PR and participation/invitation program and including bot h Master and Crown Division dancers in our Headline Variety Show resulted in inc reased attendance and increased dance entries from 1600 to 2300 and growth in to tal fee income. In addition, the Dallas Dance Festival has grown to be the large st (other then the World Championship) UCWDC event of the 80+ Worldwide Events h eld yearly. OmniAmerican Cred it Union - Fort Worth, TX - 2002 - 2005 OmniAmerican Credit Union (now OmniAmerican Bank) started in 1956 as a small fin ancial institution serving the Carswell Air Force Base military community, and c onverted from a credit union to a thrift in 2006. Provides deposit and lending s ervices through more than 15 offices. The bank's OmniAmerican, Inc. division off ers investments, insurance, and brokerage services; OmniAmerican Mortgage Servic es provides home loans. SVP, Branch Operations Branch Operations Division Leader: a Led branch operations division, as well as charter change, hardware/software, and sales/service division conversion teams. a Represented division and credit union to Office of President, Board of Directo rs and at professional functions. a Managed branch operations; communicated organizational goals/objectives; desig ned, established and tracked goals and incentives including budgets, production, sales/service, staffing; up-dates to Office of President and Board of Directors . Represent CU at various functions. a Communicated daily with management team, staff and executive team. Reviewed pr oduction, goals attainment, budgets, sales and service issues. a Addressed member issues, branch performance and required reports; provided rep orts and recommendations to Office of President. SIGNIFICANT ACHIEVEMENTS: Played a key role in research, planning, and management of a total system conve rsion replacing Ulta-Date Core System with OSI Core System. Prepared division an d supported organizational needs for Main Frame System Conversion. Chaired Divis ion Conversion Committee and sat on the Credit Union Conversion Committee as rep resentative of Retail Delivery Division (Office Operations). Made formal present ation of the Branch Operations Portion of final recommendation to the Board of Directors for "The Best Choice For Our Needs Into The Future". Provided divisio n leadership to ensure our conversion from Ultra-Data to OSI Core System was com plete, on time, error free and within budget. Provided leadership in research, planning, and management of process to prepare the division, as well as the credit union, for a charter conversion from State Chartered Credit Union to Thrift Bank. This included project planning, people de
velopment, system and file reconciliation and member relations challenges. Conve rsion took place on time, on budget and error free with no negative impact on th e members, member service delivery or production goal attainment. Developed and established quality sales and service systems to support 5-year s ales culture initiative that included recognition, encouragement and rewarded fo r proactive conductive sales and service with members, as well as, team support between front-end member service staff and back-end administrative staff. This i ncreased positive communication and creative thought processes of all team membe rs and included positive feedback, tracking, rewards for exceptional sales and s ervice. Presented detailed systems implementation recommendations to executive t eam and Office of the President and provided on-going briefings and updates of p rogress. Researched and developed branch operations reorganization which included input and advise/counsel from all divisions leadership. Presented a total project plan to executive management and Office of the President Plan included reinventing t he branch manager, teller manager and AVP positions. Designed the branch hub and spoke system supported by in-store and express bran ch networks along with an "at-risk" compensation plan for the front-end member s ervice sales force. Provided on-going briefings to Office of the President regar ding reorganization status and on-going results. Symvionics, Inc - Pasadena, CA - 2002 - 2002 Serves America's Military and Aerospace Industry, providing end-to-end solutions including engineering services, information and enterprise technology, manageme nt and operations support, family housing and dormitory management, and manageme nt organizations and business improvement services. Consultant a Ensured consultant contracted deliverables where completed on time and on budg et. a Reviewed corporate contracts and ensured accuracy of information. a Identify contract information communication weaknesses and partnered with Symv ionics team members to document desired improvements; Communicated results and r ecommendations to president/vice president team. a Performed daily contract audits, identified errors. . Appraised contract information communication methods, discussed alternatives w ith appropriate departments and executive team. Made detailed recommendations for improvements to executive team. SIGNIFICANT ACHIEVEMENTS: Reviewed contracts, sub-contracts, and task orders to ensure accuracy of all in formation. This included the prime contracts, summary information reports, repor t attachments, and contract backlog reports. Coordinated this effort with projec t managers, IT management, administrative staff, and Offices of The President an d Executive Vice President. Developed and made system change recommendations to President and Executive Vic e President, including changes to contract information system designed to increa se accuracy, utility, efficiency, functionality, and quality. Researched and re commended needed changes and corrections to documents and ensured corrections we re completed.
Collaborated with management and performed through contract audits to ensure co ntracts were accurate and current; followed-up to ensure needed corrections were made. Research and recommended an On-line contract information communication re trieval system and handed off to Symvionics IT for programming, beta testing and implementation. Provided on-going up-dates and briefs to President and EVP. Kinecta FCU - Manhattan Beach, CA - 1974 - 2001 Formerly Hughes Aircraft Employees Federal Credit Union, Kinecta provides financ ial services to more than 220,000 members from 100-plus employers in Southern Ca lifornia. The member-owned credit union offers savings, checking, money market, IRA accounts, and savings bonds. Lending activities include the origination of a uto, home equity, and residential mortgage loans; as well as credit card service s. VP, Branch Operations - Regional Sales & Service Manager Branch Operation Division Leader: a Responsible for increased branch and division efficiency, production, sales an d service, goals attainment, Security and business development. Reorganized and restructured the division and staff positions. a Chaired and participated on a number of executive management committees. a Established and met goals and budgets; established new Select Employer/ Sponso r Groups. a Planned and opened new offices; Develop hub & spoke branch system; implemented "Cohen Brown" system; FSCC Operations Committee member; participated on multipl e committees; briefed executive team. a Reviewed budgets, production, goals, staffing, quality surveys and loan/shares reports. a Met with members and SEG/sponsor companies. Provided training and support to t eam members; participated in committees/FSCC meetings. SIGNIFICANT ACHIEVEMENTS: Identified and established numerous Select Employer Group relationships with a number of companies, including Gannett Corporation, USA Today, Ericsson Electron ics, Adams Rite Aerospace, Symvionic's Corporation, Raytheon Corporation, GM De alerships and Metrical Vita-Pak. Provided on-going communications with leadershi p and management and follow-up action to address needs and concerns. Partnered w ith company benefits representatives and designed member service programs that met and exceeded the needs of the employees and their families. Results were inc reased membership, higher account penetration and more new money deposits, as we ll as, increased loan and credit account approvals. Evaluated budget needs for the division based on input from regional and branch managers, as well as, organizational needs. Developed and presented final detai led budget recommendations for the division to the Executive Team for implementa tion. Provided on-going leadership teaming to ensure budgets were met or budget adjustments were made and justified which resulted in a 16% reduction of the to tal division budget by staff reallocation, staff reduction and division process change implementation. Through collaboration, team building, training, compromise and creative reorgan ization, provided a division budget that represented a major cost savings while still providing needed resources in support of the division exceeding sales and service, as well as quality rating goals. EDUCATION Completed coursework for MBA a" University of Redlands, Redlands, CA (Did not co
mplete Thesus) Bachelors Degree - Business - Pepperdine University Malibu, CA Associate of Arts Degree - Business - Cerritos College - Cerritos, CA Associate of Arts Degree - Marketing/Sales - Cerritos College -Cerritos, CA
817-236-7721 a- 8
SENIOR FINANCIAL
CATALYST FOR TRANSFORMING AN ORGANIZATIONaS VISION INTO REALITY. Dynamic leader with the ability to achieve desired results by motivating individuals, developin g teams, analyzing facts and finding creative solutions to business problems and issues. Strong ability to empower, lead and motivate teams to peak performance. Expert in applying a consultative, solution-based approach to problem solving a nd building high-trust relationships. Proven success in shaping a continuous imp rovement mindset;successfully led major projects, programs and strategies from p lanning through tactical execution; championed mission/vision of the organizatio n. Focused on exceeding long and short term goals, increased sales, quality serv ice and appropriate security while providing needed information to appropriate i ndividuals and groups. SUMMARY OF KEY STRENGTHS * * * * * * * * * * * * Asset & Liabilities Management Budget Development/Management Business Processes Design/Implementation Project Management Quality Sales & Service Management & Training Organizational Needs Assessment Reorganization Design and Implementation Efficiency Expert Products, Sales & Service Research & Development Branch and Office Security Training and Development/Team Building Public Relations Speaker PROFESSIONAL EXPE RIENCE AND ACHIEVEMENTS Top Hat and Tails, LLC - Fort Worth, TX 2005 - Present Special event production and management company for the entertainment and recrea tion industry. LLC Member/CO-Director/Controller/Marketing & Sales a Responsible for Finances, Contract Negotiations, Marketing and Advertising, Pr oduct and Service Development. a Manage and administer Financial Reports, government documents, tax returns, ba nk accounts and contracts. Provide Financial Reports to LLC members. Provide le adership in development of marketing and advertising. Reduce cost/increase inco me. a Review financials and ensure we stay on budget. Investigate methods to increas
e income and reduce costs. a Negotiate contracts with contract employees, vendors and hotels. Serve on a n umber of LLC committees. SIGNIFICANT ACHIEVEMENTS: Researched and identified new outlets for the purchase of our contestant awards and prizes; Negotiated reduced hotel room night commitments, easier access to a ll floors of the hotel for our clients, reduced charges for telephone lines in o ur registration areas which reduced costs by 12%. Grew Pro/Am Program and Master/Crown Division by redesigning fee schedules. Ini tiated a comprehensive PR and participation/invitation program and including bot h Master and Crown Division dancers in our Headline Variety Show resulted in inc reased attendance and increased dance entries from 1600 to 2300 and growth in to tal fee income. In addition, the Dallas Dance Festival has grown to be the large st (other then the World Championship) UCWDC event of the 80+ Worldwide Events h eld yearly. OmniAmerican Cred it Union - Fort Worth, TX - 2002 - 2005 OmniAmerican Credit Union (now OmniAmerican Bank) started in 1956 as a small fin ancial institution serving the Carswell Air Force Base military community, and c onverted from a credit union to a thrift in 2006. Provides deposit and lending s ervices through more than 15 offices. The bank's OmniAmerican, Inc. division off ers investments, insurance, and brokerage services; OmniAmerican Mortgage Servic es provides home loans. SVP, Branch Operations Branch Operations Division Leader: a Led branch operations division, as well as charter change, hardware/software, and sales/service division conversion teams. a Represented division and credit union to Office of President, Board of Directo rs and at professional functions. a Managed branch operations; communicated organizational goals/objectives; desig ned, established and tracked goals and incentives including budgets, production, sales/service, staffing; up-dates to Office of President and Board of Directors . Represent CU at various functions. a Communicated daily with management team, staff and executive team. Reviewed pr oduction, goals attainment, budgets, sales and service issues. a Addressed member issues, branch performance and required reports; provided rep orts and recommendations to Office of President. SIGNIFICANT ACHIEVEMENTS: Played a key role in research, planning, and management of a total system conve rsion replacing Ulta-Date Core System with OSI Core System. Prepared division an d supported organizational needs for Main Frame System Conversion. Chaired Divis ion Conversion Committee and sat on the Credit Union Conversion Committee as rep resentative of Retail Delivery Division (Office Operations). Made formal present ation of the Branch Operations Portion of final recommendation to the Board of Directors for "The Best Choice For Our Needs Into The Future". Provided divisio n leadership to ensure our conversion from Ultra-Data to OSI Core System was com plete, on time, error free and within budget. Provided leadership in research, planning, and management of process to prepare the division, as well as the credit union, for a charter conversion from State Chartered Credit Union to Thrift Bank. This included project planning, people de
velopment, system and file reconciliation and member relations challenges. Conve rsion took place on time, on budget and error free with no negative impact on th e members, member service delivery or production goal attainment. Developed and established quality sales and service systems to support 5-year s ales culture initiative that included recognition, encouragement and rewarded fo r proactive conductive sales and service with members, as well as, team support between front-end member service staff and back-end administrative staff. This i ncreased positive communication and creative thought processes of all team membe rs and included positive feedback, tracking, rewards for exceptional sales and s ervice. Presented detailed systems implementation recommendations to executive t eam and Office of the President and provided on-going briefings and updates of p rogress. Researched and developed branch operations reorganization which included input and advise/counsel from all divisions leadership. Presented a total project plan to executive management and Office of the President Plan included reinventing t he branch manager, teller manager and AVP positions. Designed the branch hub and spoke system supported by in-store and express bran ch networks along with an "at-risk" compensation plan for the front-end member s ervice sales force. Provided on-going briefings to Office of the President regar ding reorganization status and on-going results. Symvionics, Inc - Pasadena, CA - 2002 - 2002 Serves America's Military and Aerospace Industry, providing end-to-end solutions including engineering services, information and enterprise technology, manageme nt and operations support, family housing and dormitory management, and manageme nt organizations and business improvement services. Consultant a Ensured consultant contracted deliverables where completed on time and on budg et. a Reviewed corporate contracts and ensured accuracy of information. a Identify contract information communication weaknesses and partnered with Symv ionics team members to document desired improvements; Communicated results and r ecommendations to president/vice president team. a Performed daily contract audits, identified errors. . Appraised contract information communication methods, discussed alternatives w ith appropriate departments and executive team. Made detailed recommendations for improvements to executive team. SIGNIFICANT ACHIEVEMENTS: Reviewed contracts, sub-contracts, and task orders to ensure accuracy of all in formation. This included the prime contracts, summary information reports, repor t attachments, and contract backlog reports. Coordinated this effort with projec t managers, IT management, administrative staff, and Offices of The President an d Executive Vice President. Developed and made system change recommendations to President and Executive Vic e President, including changes to contract information system designed to increa se accuracy, utility, efficiency, functionality, and quality. Researched and re commended needed changes and corrections to documents and ensured corrections we re completed.
Collaborated with management and performed through contract audits to ensure co ntracts were accurate and current; followed-up to ensure needed corrections were made. Research and recommended an On-line contract information communication re trieval system and handed off to Symvionics IT for programming, beta testing and implementation. Provided on-going up-dates and briefs to President and EVP. Kinecta FCU - Manhattan Beach, CA - 1974 - 2001 Formerly Hughes Aircraft Employees Federal Credit Union, Kinecta provides financ ial services to more than 220,000 members from 100-plus employers in Southern Ca lifornia. The member-owned credit union offers savings, checking, money market, IRA accounts, and savings bonds. Lending activities include the origination of a uto, home equity, and residential mortgage loans; as well as credit card service s. VP, Branch Operations - Regional Sales & Service Manager Branch Operation Division Leader: a Responsible for increased branch and division efficiency, production, sales an d service, goals attainment, Security and business development. Reorganized and restructured the division and staff positions. a Chaired and participated on a number of executive management committees. a Established and met goals and budgets; established new Select Employer/ Sponso r Groups. a Planned and opened new offices; Develop hub & spoke branch system; implemented "Cohen Brown" system; FSCC Operations Committee member; participated on multipl e committees; briefed executive team. a Reviewed budgets, production, goals, staffing, quality surveys and loan/shares reports. a Met with members and SEG/sponsor companies. Provided training and support to t eam members; participated in committees/FSCC meetings. SIGNIFICANT ACHIEVEMENTS: Identified and established numerous Select Employer Group relationships with a number of companies, including Gannett Corporation, USA Today, Ericsson Electron ics, Adams Rite Aerospace, Symvionic's Corporation, Raytheon Corporation, GM De alerships and Metrical Vita-Pak. Provided on-going communications with leadershi p and management and follow-up action to address needs and concerns. Partnered w ith company benefits representatives and designed member service programs that met and exceeded the needs of the employees and their families. Results were inc reased membership, higher account penetration and more new money deposits, as we ll as, increased loan and credit account approvals. Evaluated budget needs for the division based on input from regional and branch managers, as well as, organizational needs. Developed and presented final detai led budget recommendations for the division to the Executive Team for implementa tion. Provided on-going leadership teaming to ensure budgets were met or budget adjustments were made and justified which resulted in a 16% reduction of the to tal division budget by staff reallocation, staff reduction and division process change implementation. Through collaboration, team building, training, compromise and creative reorgan ization, provided a division budget that represented a major cost savings while still providing needed resources in support of the division exceeding sales and service, as well as quality rating goals. EDUCATION Completed coursework for MBA a" University of Redlands, Redlands, CA (Did not co
mplete Thesus) Bachelors Degree - Business - Pepperdine University Malibu, CA Associate of Arts Degree - Business - Cerritos College - Cerritos, CA Associate of Arts Degree - Marketing/Sales - Cerritos College -Cerritos, CA
