Sarah Spooner

Experience

• 

  Wells Fargo

  Nov 2002 - Sept 2005

  Financial Services Representative
• 

  Regions Financial Corporation

  Sept 2005 - Aug 2010

  Assistant Branch Manager

  • Branch Excellence achieved for quarterly new client acquisition and loan production:o Tampa Bay for 4th qtr.2005.o Tampa Bay 2nd & 3rd qtr. 2006.• 2007 AmSouth Traveling Merger Trainer.

• 

  Grow Financial Federal Credit Union

  Aug 2010 - May 2014

  Area Manager

  • Branch Excellence achieved for sales and service 2011-2012:o Downtown: 140% & Hyde Park: 180 % in consumer loan production.o 4.89 KPI in member service satisfaction.o Responsible for 18 associates; mentored 7 for promotions.

• 

  Origence (Formerly CU Direct)

  May 2014 - Apr 2016

  Sr. Lending Executive Consultant

  • 2015 Credit Union New Sign-Up Award; 11 New Credit Unions (Clients).• 2015 Product Sales Award; 35 New Products Sold.• Consulted Credit Union Leadership on automation, indirect lending, portfolio analytics and loan origination software (LOS) to help grow lending and drive new membership.• Collaborated with implementations and integrations team on project status to keep alignment with clients’ expectations on launch date.

• 

  Corporate One Federal Credit Union

  Mar 2016 - Apr 2017

  AVP Member Executive
• 

  RelyOn Credit Union

  May 2017 - Sept 2024

  • Oversaw compliance and risk related aspects of strategic initiatives, including merger partner selection, fixed asset sale, CDFI and LID designations as well as bylaw and field of membership changes. • Driver of growth and improvements:o 35% asset growth from 2018 till 2023.o 10% YoY loan growth (consumer).o 6% YoY membership growth.o 15% non-interest income growth through new product offerings, pricing strategies, and utilizing consultants for more progressive sales/service training for the team.o Secured vendor cost savings of $1.3M in contract renegotiations and changes.• Spearheaded $1M capital investment in Kaufman Branch Remodel & $750k in Branch expansion in Forney, TX (new market).• Executed Headquarters sale of a net gain of $1.7M in 2022; 22% increase in Net Worth.• Led changes in core values, name change, new website, and digital journey mapping.• Award winning community connector through volunteerism, board leadership, non-profit partner sponsorships & advocacy, financial wellness training, and launching scholarship programs.• Change management for compliance regulations including modifying policies, procedures and training.• Designated BSA/Compliance Officer. Oversaw and assisted with AML/SAR investigations, CTR filings, transaction monitoring and KYC/EDD for new members. Show less

  • Chief Executive Officer

    Apr 2018 - Sept 2024

  • CFO

    May 2017 - May 2018