Omar Naffa
Hobart
Summary
Knowledgeable Lending Management Professional with robust background in financial services, leadership and lending operations. Managed a complex lending portfolio and implemented strategic initiatives to enhance loan performance and customer satisfaction. Demonstrated expertise in risk management and regulatory compliance, fostering team collaboration to drive results.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Key Account Manager
Credit Union 1
01.2024 - Current
- Position Acquired Through Merger
- Developed and executed market expansion strategies to strengthen relationships with existing Credit Union 1 partners.
- Prospected and secured new partnerships, increasing market share and business opportunities.
- Enhanced product offerings for existing partners, driving engagement and financial growth.
- Led and mentored a team of four sales representatives, fostering a high-performance sales culture.
- Delivered impactful public speaking engagements, webinars, and seminars to educate and engage current and prospective partners.
Director of Sales and Marketing
Midwest Carpenters & Millwrights Federal Credit Union
01.2017 - 01.2023
- Spearheaded lending and sales strategies as part of the senior management team, driving organizational growth and financial stability.
- Led efforts to restore the credit union’s capitalization, increasing net worth from 5.8% to 7% in under two years. Expanded the loan portfolio by $9 million within two years under the Net Worth Restoration Plan (NWRP).
- Managed and mentored loan officers and collection personnel, fostering high-performance teams.
- Conducted in-depth analysis of sales, lending, collections, and recovery metrics to identify trends and improvement opportunities.
- Ensured strict regulatory compliance in lending practices while preparing documentation for audits and examinations.
- Developed and strengthened relationships with industry leaders, vendors, and business partners to drive business development.
- Chaired the Marketing Committee, collaborating with senior leadership to design competitive banking products.
- Chaired the IT Steering Committee, oversaw a mortgage CUSO conversion, loan origination system conversion and 2 core conversions.
- Served on the ALCO Committee, contributing to financial strategy and risk management decisions.
Education
Bachelor of Technical Management -
DeVry University
Tinley Park, IL01.2010
Associate of Business Administration - undefined
Ivy Tech State College
Valparaiso, IN01.2008
Skills
- Organizational strategy development
- Analytical problem solving
- Confident speaking abilities
- Account management
- Sales quota achievement
- Regulatory compliance
- Interpersonal communication
- Teamwork and collaboration
- Team leadership
- Sales reporting
- Upselling techniques
Certification
- Interpersonal & Leadership Skills Certificate
- Indiana Credit Union League, Indianapolis, IN, USA
- 2021-2023
Languages
English (Fluent)
Arabic (Conversational)
Timeline
Key Account Manager
Credit Union 1
01.2024 - Current
Director of Sales and Marketing
Midwest Carpenters & Millwrights Federal Credit Union
01.2017 - 01.2023
Associate of Business Administration - undefined
Ivy Tech State College
Bachelor of Technical Management -
DeVry University
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