Timothy Lawrence
Financial Services Officer II
Coon Rapids
Summary
Dynamic financial services professional with a proven track record at Associated Healthcare Credit Union, excelling in loan processing and customer relationship building. Recognized for reducing loan delinquency rates and increasing revenue through effective cross-selling. Strong communicator and collaborative team player, dedicated to enhancing member experiences and driving operational excellence.
Overview
21
21
years of professional experience
2
2
Languages
Work History
Financial Services Officer II
Associated Healthcare Credit Union
11.2015 - Current
- Responsible for branch staffing and scheduling
- Manages inventory and needs of the branch
- Underwrites, processes, approves and closes loans for the branch
- Conducted regular audits of branch operations to maintain regulatory compliance and identify areas for improvement.
- Reduced loan delinquency rates through effective risk assessment and client relationship management.
- Increased revenue by identifying cross-selling opportunities and promoting additional financial products to clients.
- Ensured smooth transactions by accurately processing loan applications, account openings, and various banking services requests.
- Successfully addresses member complaints and concerns and resolves conflict with members and/or employees
- Nominated and received quarterly award in recognition for excellent service to members and for collaboration with other employees
Coordinator of Communications and Volunteers
Church of St. Pius X
08.2014 - 11.2015
- Oversees Parish publications, information boards, monitors all other communication outlets
- Oversees and manages parish website, social media, and TDS Communication System for parish
- Created, led and supervised marketing committee responsible for developing marketing strategy for all marketing and advertising of the parish
- Created marketing pieces directed toward various target markets
- Designed and edited Parish Bulletin and met weekly publishing deadline
- Managed Volunteer database and assured volunteer compliance with church policy
Director of Pastoral Care
Church of St. Joseph of the Lakes
08.2011 - 08.2013
- Developed and implemented pastoral plan and vision for the parish of 2,000 families
- Prepared and implemented a budget for the pastoral care department
- Wrote weekly communications for volunteers, articles for newsletter and monitored social media sites.
- Provided leadership and guidance to the pastoral care commission and parish council. Led and inspired a group of 30-50 volunteers consistently and successfully
- Designed, implemented and facilitated adult education programs and taught various series to parishioners
- Offered talks on various theological and spiritual topics for the parish
- Increased volunteer interest in various ministries through ministry fairs, graphic design, social media, flyers and other technology
- Led Word and Communion Services in absence of pastor
Full-time Student
St. Paul Seminary School
09.2007 - 08.2011
- Pursuing full-time a Masters in Divinity, philosophical studies and formation at St. Paul Seminary
- Volunteer work with after school programs with inner city children and homeless shelters
Member Service Associate
Associated Healthcare Credit Union
08.2005 - 08.2007
- Provides and maintains excellent and consistent member service to members while identifying financial needs and providing solutions
- Opens and closes checking and savings accounts and numerous kinds of loans. Utilizes credit reports to determine credit worthiness
Education
Bachelor of Arts - Journalism, Public Relations, Advertising
University of Wisconsin-Oshkosh
Oshkosh,Wisconsin08.2001
Skills
Banking operations
Customer relationship building
Financial product sales
Loan applications
Sales goals
Teamwork and collaboration
Cash handling expertise
Excellent communication
Loan processing
Written communication
Customer relationship development
Accomplishments
- Successfully coordinated a healthcare seminar attended by more than 100 legislators, policy makers and press
- Processed and approved millions in consumer loans with efficiency and low default rates
- Received the Heartbeat Award twice for excellent service and demonstrated commitment
- Managed two different credit union branches, increasing productivity, efficiency and sales
- Coordinated volunteer effort increasing name recognition, awareness and membership
- Certified Toastmaster, public speaker, held several offices and made presentations
- Extensive sales experience in bank and credit union setting: selling, making referrals and cross-selling various bank and credit union products and services
Timeline
Financial Services Officer II
Associated Healthcare Credit Union
11.2015 - Current
Coordinator of Communications and Volunteers
Church of St. Pius X
08.2014 - 11.2015
Director of Pastoral Care
Church of St. Joseph of the Lakes
08.2011 - 08.2013
Full-time Student
St. Paul Seminary School
09.2007 - 08.2011
Member Service Associate
Associated Healthcare Credit Union
08.2005 - 08.2007
Bachelor of Arts - Journalism, Public Relations, Advertising
University of Wisconsin-Oshkosh