Teresa O’Brien847.219.1309 • teresa.obrien66@att.net

Project Management, Banking and Management Professional

An accomplished business professional with more than 15 years experience in strategic planning, corporate governance, project management, recruitment, coaching and development of staff, contract management, branch operations and sales, seeking an opportunity to contribute my experience, skills and insights toward the growth, success and reputation of your organization.

As part of the Senior Leadership Team at Consumers Credit Union, I made significant contributions to the company’s growth. During that time, CCU grew from an asset size of $300M to over $930M with branches increasing from five to nine and ranked #21 of Best Performing Credit Unions 2015.   I served as a transformative operations, process and project leader bridging the gap between business strategy, enterprise operations and customer satisfaction to drive profitability and achieve results. As such, I was directly involved in setting our strategy, changing the internal culture, and driving performance to align operational results with strategic goals.  This alignment, combined with the improved program implementation and projects I led, directly resulted in reduced costs and increased sales, while enhancing customer service. This is illustrated by CCU’s more than tripled sales results and overall improved customer satisfaction survey results during my time in this position. (2004 – 2011)   

In 2011, the financial crisis and increased regulatory requirements, combined with our aggressive five year business plan, drove the rate of change throughout the organization and made improved resource management and cross functional communication paramount to the success of the organization. Heading up this new department I used my strong knowledge of operations across all functional areas of the organization, to strategize and prioritize resources as we worked our way through the crisis.  As a result of a combination of cost cutting, contract negotiations, process refinement and staff realignment, we navigated through the crisis with no staff reduction or layoffs. This improved efficiency added scalability, positioning us for growth at the start of the market up-turn. As a result, CCU achieved double digit loan and membership growth in 2015. 

I’ve relocated to Wisconsin and am actively seeking an opportunity to be part of an organization, where I can again make a meaningful contribution. Each business has its own story and strategy for making a positive impact in the lives of their customers through service and growth. I look forward to the opportunity to discuss the possibility of bringing my strengths to work for you as part of a team at ?????????.

PROFESSIONAL EXPERIENCECONSUMERS CREDIT UNION –Lake County, IL $900M Credit Union with nine locations operating in Lake County

Vice President - Project & Process Management 2010 – November 2015Responsibilities:Ensure organizational activities are in line with strategic objectives. Direct and coordinate the activities of the Project Management Office (PMO) to ensure objectives are met within the constraints of the project scope. Also serve as primary liaison between PMO and Senior Management Team (SMT).

Key Accomplishments: Led $183M merger with Premier Credit Union and associated core system conversion Developed & launched Process Management/Continual Process Improvement program with estimated first year

savings exceeding $300,000 Conducted Core Systems Search, $6.4M RFP selection (negotiated to $4.5M) Managed Business Remodel with results including centralization of sales platform and retail branch redesign –

achieved 100% in loan volume within the first 90 days Managed data center move and migration resulting in a savings of $50,000 Coordinated corporate move to new administrative center including implementation of a technology replacement

plan and centralized print strategy resulting in an initial savings of $40,000, plus ongoing consumable savings Restructured fee schedules resulting in a 50% increase in revenue at implementation (approx. $50,000) Successfully developed and implemented an Open Ended Lending Program Successfully implemented an organization-wide Process Documentation Program Established a Project Management Office

Teresa O’Br ien 2

Managed Vendor Contracts

Vice President – Operations 2004 - 2010Responsibilities:Direct and coordinate personnel, facilities, service and sales management for the operations areas in five branch locations.

Key Accomplishments: Developed a Cost Reduction/Revenue Generation Project resulting in implementation of 100%of recommended

initiatives, reduction of cost per transaction and retention of all existing staff Improved Online Account Opening Process resulting in increased throughput and the reduction of processing time

from three weeks to three days Implemented Core System Conversion to Spectrum focusing on share product configuration Led conversion to Federal Insurance including communication strategies and employee training Developed and managed a comprehensive operations sales & service incentive program, with a second round of

integrating call volume standards Developed position descriptions and training guides

Branch Manager 1998 - 2004Responsibilities:Direct and coordinate personnel, facilities, service and sales management. Serve as primary liaison between branch operations, business units and senior management team. Manage and negotiate contracts with facility service providers and third-party business partners.

Key Accomplishments: Developed sales strategies to both acquire new member accounts as well as deepen business relationships with

existing members Developed sales goals to promote a sales culture – resulting in a 100% increase in number of products per member Opened new branch in North Waukegan Participated in development of the automated loan decisioning program

EDUCATION

College of Lake County 2014Certificate – Essentials of Project ManagementCertificate – Advanced Project Management

University of Wisconsin – Madison CUNA Management School

College of Lake County Certified Small Business Accountant