Omar Naffa, CFEI®

Experience

• 

  Sprint

  Feb 2002 - May 2005

  Inventory support specialist/supervisor

  •Assisting store Manager with daily retail operations. •Assisting store Manager with directing, training and hiring staff. •Operating weekly and monthly inventory.•Keeping proper stock and pricing current on sales floor.•Sales: New activations and Upgrades.•Coaching and assisting sales reps with new phone technology.•Updating the floor planogram (Merchandising and Display).•Test phones and equipment for intentional damage and defectiveness.•Update corporate office with data (current returns, return issues, defective units, and sales reports).•Addressing Customer service issues (service and technical). Show less

• 

  Pepe's

  Jun 2005 - Jan 2018

  Bar/Restaurent Manager

  •Promoted to manager within 2 years.•Organize, train, and direct staff.•Monitoring employee performance and food quality.•Addressing customer complaints.•Coordinating events, benefits, and big party reservations. •Plan weekly entertainment.•Tracking inventory and stock.•Handling the books, budget and end of day monetary transactions.

• 

  Midwest Carpenters & Millwrights Federal Credit Union

  Oct 2017 - Dec 2023

  - As a part of the senior management team, developed and implemented lending and sales strategies to achieve organizational goals and objectives.A part of a senior management team put together to get the credit union back to being adequately capitalized. In less than 2 years, we increased the credit union’s net worth from 5.8% to 7%.- Managed and led teams of loan officers and collection personnel, providing guidance, training, and support to ensure high performance. Under a NWRP (Net Worth Restoration Plan) grew the loan portfolio by 9 million dollars in 2 years, to get the credit union back to being adequately capitalized. - Analyze sales and lending performance metrics to identify trends, opportunities, and areas for improvement. Also Analyze collection and recovery performance and metrics.- Ensure that all lending practices comply with regulatory requirements and internal policies. Also, prepared required documents and reports for audits and exams. - Build and maintain relationships with the leaders of our field of membership (IKORCC), vendors and business partners to enhance business development.- As the Marketing Committee chairmen, I collaborated with Director of Member Experience and other senior managers to create and enhance banking products that meet market demands.- Conduct market research to identify customer needs and competitive landscape, adjusting strategies accordingly. Also served on the ALCO committee. - Implement training programs for staff to improve sales techniques and product knowledge.- Prepare and present reports to the CEO and the rest of the senior management team. Also created monthly reports for the CFO to complete the call report and ALCO committee packet.- Show less Lead a team of [number] lending professionals in managing a diverse portfolio of loans, ensuring compliance with company policies and regulatory requirements.- Developed and implemented lending strategies that resulted in a [percentage]% increase in loan origination volume over [time period].- Conducted thorough credit analysis and risk assessments to ensure sound lending decisions, reducing default rates by [percentage]% over [time period].- Collaborated with cross-functional teams to streamline the loan approval process, improving turnaround times by [percentage]% and enhancing customer satisfaction scores. Show less

  • Regional Director of Sales & Marketing

    Oct 2021 - Dec 2023

  • Lending Manager

    Sept 2019 - Sept 2021

  • Loan Department Supervisor

    Oct 2017 - Oct 2019
• 

  Credit Union 1

  Jan 2024 - now

  Key Account Manager

  Responsible for developing and executing Credit Union 1’s strategy toincrease market share with new and existing employer partners and university partnerships. In addition to expanding our product offerings and penetration with existing companies, universities(including Notre Dame University, the University of Illinois Chicago and the West Coast Conference), and organizations through relationshipmanagement and marketing efforts. The candidate will be responsible for all aspects of B2B and B2C growth. Also, lead a team of Key Account Representatives and have strong presentation skills. Generaldirection received from the VP Business Development Show less