Brian Ellis

Experience

• 

  Texas Credit Union League

  Jan 1990 - Jan 1995

  Auditor

  Leader of financial reviews for credit unions in Texas. Prepared written audit reports concerning accounting procedures, internal controls, consumer lending and compliance to industry regulations. Presented findings and recommendations to management, CEO, and Board of Directors. Performed internal audits with detailed focus on various credit union areas of concern such as employee accounts and internal controls. Performed Bond Claim research regarding fraud / embezzlement losses.

• 

  InvesTex Credit Union

  May 1998 - Oct 2014

  V.P. of Marketing and Business Management

  Hired as Accounting Manager in 1998 and held various rolls including CFO, EVP, and Interim CEO. Managed the IT and Accounting areas as the CFO/EVP. Develop annual budgets and vital part of annual strategic planning. Led and current participant in ALCO. Authorized to make investment decisions for the credit union. Developed and implemented Internal Audit program until the duties were continued by business partner. Experienced lender and part of the credit union's lending group with the highest lending authority that underwrites consumer, home equity and mortgage loans on a daily basis. Provides ongoing feedback to the lending staff on policies and procedures for training purposes. Developed and managed the credit union's mortgage program for 8 years. Responsible for the companies overall marketing and advertising needs. Implemented an MCIF program in 2006 and responsible to research data for marketing opportunities and overall business purposes. Sucessfully graduated from Southwest CUNA Management School at TCU and honored with an Award of Excellence in 2006. Continue to support the VP of Community and Business Development in various efforts including SEG business, speaking engagements, and volunteering with multiple school districts to help raise funds for grants and scholarships. Participated on the Spring ISD CTE (Career & Technical Education) board as the Accounting/Finance committee chair and then moved to the Vice-President, Co-President, and then President of the board. Joined the Aldine Education Foundation's first year of existance to serve as Secretary on the Executive board. Active participant with the Houston Chapter of Credit Unions serving consumer advocacy efforts as chair on the Ad CO-OP committee since March 2011. Show less

• 

  Texas Bay Credit Union

  Oct 2014 - now

  Lead and directs assigned Branch Operations. Responsible for the efficient, profitable and compliant operation of assigned branches. Develop strategic growth and financial profitability plans involving all branch products.Lead and directs all activities related to conceptualizing and implementing Marketing strategy and achieving marketing targets. As a member of ALCO and the Executive Team, participates in planning credit union growth and coordinating the strategic plan with development of the branch operation functions. Responsible for maintaining the highest standards of integrity, personal responsibility, sense of community, and teamwork by self-example. Show less

  • VP Back Office & Facilities

    Jan 2020 - now

  • VP Marketing & Business Development

    Nov 2017 - Jan 2020

  • VP of Regional Branches & Marketing

    Oct 2014 - Nov 2017