Amy Jakobeit

EVP, Chief of Member Operations @Hudson Valley Credit Union

Poughkeepsie, NY, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 2023 — Present

EVP, Chief of Member Operations @Hudson Valley Credit Union

View department →

Poughkeepsie, NY, US

Member of Executive Management Committee for ~$8B+ company with members focused on people, soundness, and growth with the mission of fostering financial freedom for all. • Responsible for leading 250+ employees, strategic planning and successful execution for HVCU\'s Operations line of business. • Focused on modernizing the business for efficiency and scalability while actively pursuing growth opportunities. • Serving on Board of Directors for HVCU Charitable Foundation.

EDUCATION

N/A

Consumer Bankers Association Executive Banking School

Retail strategy, Financial Strategy, Overall Bank Management Strategy, Executive Banking

N/A

CT State Tunxis

Associate of Arts and Sciences (A.A.S.), Business Administration and Management

N/A

Mortgage Bankers Association School of Mortgage Banking

Accredited Mortgage Professional , Banking and Financial Support Services

SKILLS

CreditMortgage LendingFinancial AnalysisLeadershipTeam BuildingManagementLicensed RealtorMortgage BankingCredit RiskRetail BankingCredit CardsCredit AnalysisLicensingSales OperationsCustomer ServiceCall Center AdministrationLead GenerationVendor ManagementCall CentersCoaching StaffLoan OriginationNotary PublicStrategic PlanningSmall Business LendingCross-Functional Team LeadershipCollaborative LeadershipInvestmentsSituational Sales NegotiationBusiness AnalysisSmall Business CertifiedRisk AnalysisChange ManagementConsumer LendingFinanceTrainingRelationship ManagementSalesCoachingLoansSales Management

ABOUT AMY JAKOBEIT

Welcome to my LinkedIn page! •Innovative, action-oriented leader with 30+ years of expanding responsibilities in financial services across functional areas.•Strong financial acumen with P&L experience, focused on improving efficiency and profitability.• Creative problem-solver and strategic thinker, enthusiastic about business modernization, enhancing MX / CX, employee engagement and increasing profitability. Penchant for adopting technology and leveraging data to transform business and drive results.•Extensive experience leading people and teams in various formats, locations, and career levels to achieve unprecedented results. •More than two decades of dedicated service to local communities in multiple leadership roles, ranging from Allocations Chair, to President of the Board of Directors. •Certified Lean Six Sigma Green Belt leveraged to evolve business models (corporate, non-profit, small business) with innovative solutions to drive profitability and efficiency. Specialties: Leadership and People Management, Strategic Planning & Execution, P&L Management, Mortgage & Consumer Lending, Retail Banking, Call Center Operations, Financial Sales, Innovation, Data Analytics, Talent Management and Employee Development, Employee Engagement, Continuous Improvement & Efficiency Initiatives, Change Management, Small Business, Board Development.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Amy Jakobeit — EVP, Chief of Member Operations at Hudson Valley Credit Union in Poughkeepsie, NY, US | Unifers