Ian Walker, MBA

Ian Walker, MBA

Student Teller

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location of Ian Walker, MBAGreater Phoenix Area

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  • Timeline

  • About me

    VP of Operations at Capital Fund 1

  • Education

    • Osseo Fairchild High School

      2006 - 2010
      High School

      Activities and Societies: Future Business Leaders of America, National Honor Society, FFA

    • Colorado Technical University

      2017 - 2018
      Master of Business Administration (M.B.A.) MBA General
    • University of Wisconsin-Eau Claire

      2010 - 2015
      Bachelor of Business Administration (B.B.A.) Finance, General
  • Experience

    • Alliance Bank of Osseo

      Jun 2009 - Aug 2010
      Student Teller

      -Performed withdrawals, deposits, and payments-Assisted customers

    • Target

      Sept 2010 - Jan 2011
      Team Member
    • Royal Credit Union

      Dec 2010 - Mar 2020

      Escalated highly satisfied members by more than 8%, in less than nine months, from inspiring and coaching team members to have enhanced interactions. Amplified and attracted high impact talent employees. Analyzed and gathered information on inefficiencies for two office locations, to maximize efficiencies and expedite profitability Mentored and directed team of Member Account Representatives, alongside of the Branch Manager, generating 3 unique promotion opportunities. Appointed, because of proven expertise and accelerated achievements, to corporate projects as a subject matter expert.Handpicked for new leadership course, from proven and accomplished goals. Promoted, from accomplishments and execution of goals, twice within role in a 1 year time frame.Slashed members interest rates by analyzing credit reports, while rising loan production and growing members savings. Heightened transactions to create highly satisfied members.

      • Branch Manager II

        Jan 2018 - Mar 2020
      • Branch Team Lead

        Oct 2016 - Jan 2018
      • Member Account Representative III

        Jun 2014 - Oct 2016
      • Teller

        Dec 2010 - May 2014
    • Children's Dyslexia Center of Upper Wisconsin

      Jan 2015 - May 2017

      Board member of the board of governors Hold the duties of helping to raise $30,000 through this event. Will be going through past budgets to create a new budget form for the 2015 event and for events to come in the future. Created different sponsorship levels with varying incentives. Working with representatives from sponsorship company's to set up booths at the event and any other needs they might need help with.

      • Board Member

        Jun 2015 - May 2017
      • Strategic Financial Planner of Savor the Flavor of Spring, Art & Wine Festival of 2015

        Jan 2015 - May 2015
    • Ideal Credit Union

      Mar 2020 - Nov 2021

      -Redesigned mortgage servicing team with three fresh prospective team members. -Analyzed current escrow analysis processes, to enhance member experience and team member efficiencies. -Orchestrated efficiency improvements in 1st mortgage and home equity loan funding and closing processes. -Maximized administrative system duties, to enhance systems and processes within the department. -Collaborated with accounting and finance department, to maximize profits on sale and deliveries of mortgage loans with FNMA. Show less

      • Mortgage Servicing Manager

        Apr 2021 - Nov 2021
      • Branch Manager

        Mar 2020 - Apr 2021
    • Western Alliance Bank

      Nov 2021 - Sept 2023
      AVP - Portfolio Manager

      -Portfolio Manager within the CMS/RMPP group (Corespondent Mortgage Solutions).-Help manage $13 Billion portfolio of residential mortgages with Western Alliance’s RMPP (Residential Mortgage Purchase Program) group.-Analyze P/L of residential mortgage portfolio to help increase profits and decrease expenses.-Implementation of and project lead of new LOS system to RMPP group/customers.

    • Capital Fund 1, LLC

      Oct 2023 - now
      VP of Operations
  • Licenses & Certifications

    • Credit Union Certified Fiancial Counselor (CCUFC)

      CUNA Mutual Group
      Jun 2016