North Carolina State Employees Credit Union

Assumes responsibility for organizing, streamlining, and supervising the execution of daily operations of a financial institution. Develops business plans, implements strategic directions, manages resources, and maximizes customer service, overall performance, and revenue growth. Trains, motivates, and leads multidisciplinary teams of high-performing professionals in sales and operations management, as well as the delivery of financial and investment services.

•	Improves the overall performance of the company by leading a group of two managers and 15 employees
•	Have grown the lending portfolio to over $28m over the course of one year

Vice President/City Executive

Serves as a key matter expert in identifying client needs, involving in business planning, and aligning daily operations, services, and goals with client requirements, company standards, established policies, as well as industry regulations. Evaluates market activity, company products, and financial services to ensure attraction, retention, and satisfaction of new and current clients. Utilizes exceptional problem-solving skills to identify, analyze, and resolve complex issues and conflicting requirements.

•	Partnered with the Office of Supervisory Jurisdiction on presenting security field adjustments, conducting annual compliance meetings, and delivering investment and financial services to all members
•	Compiled, captured, gathered, analyzed, and validated the client's personal as well as financial information in accordance with the company's rules, policies, and goals
•	Streamlined the onboarding processes and developed strong relationships with clients to achieve financial goals

Investment Representative

Supervised the financial transactions of the company, simultaneously developing budgets, preparing financial reports, and managing savings, checking, as well as safe deposit boxes. Utilized strong organizational, analytical thinking, and accounting skills to open, maintain, and close numerous accounts. Presented, promoted, and recommended financial plans, investment options, and asset optimization to maximize client satisfaction, retention, and loyalty.

•	Served as a liaison and technical expert for numerous stakeholders in interpreting complex policies, promoting credit unions, and managing SECU verifications
•	Reviewed, analyzed, and recommended appropriate insurance policies, credit unions, and financial services to diverse groups of clients
•	Supervised the execution of established operations and training activities to address client needs, retain loyalty, grow revenue, and achieve business development

Financial Services Officer/Lending Trainer and Instructor

Accomplished financial executive with versatile experience in leveraging cross-functional leadership combined with industry knowledge to accelerate operational development, drive revenue, improve customer service, and ensure business growth. Proven track record of success in identifying customer needs, resolving complex issues, and aligning financial services to client needs, company policies, and established regulations. Continuously utilizes communication, talent development, and relationship-building skills to produce high-performing teams and foster lasting and mutually beneficial relationships with colleagues, partners, and clients. With a strong sense of current trends and practices as well as proficiency in financial, investment, and customer services, eager to master new challenges and contribute to the exponential growth and development of the finance industry.

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Lori Cinquemani, CFP®

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Lori Cinquemani, CFP®

Want to drive more opportunities from LinkedIn?

Lori Cinquemani, CFP®'s Linkedin Analytics