ROBERT SHULL
San Luis Obispo
Summary
Financial services and lending professional with 10+ years of experience in credit unions, banking, consumer lending, automotive finance, and branch operations. Proven track record of building strong client relationships, driving revenue growth through consultative sales, and leading teams to exceed performance goals. Skilled in loan origination, credit analysis, regulatory compliance, business development, and operational management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Member Services Officer III / Relationship Specialist
CoastHills Federal Credit Union
01.2026 - Current
- Identify member financial needs and recommend customized financial solutions.
- Drive product adoption through consultative sales of loans and deposit products.
- Process loan and deposit transactions while maintaining compliance standards.
- Resolve complex member issues and build long-term relationships.
Financial Experience Supervisor
Clearview Federal Credit Union
01.2023 - 12.2025
- Led daily branch operations and coached staff to deliver exceptional member experiences.
- Increased product penetration through member education and cross-selling initiatives.
- Reviewed credit reports to identify lending opportunities and recommend solutions.
- Supported branch growth through networking and community outreach.
Business & Finance Manager
#1 Cochran
09.2017 - 01.2023
- Structured customer financing and secured lender approvals.
- Negotiated financing terms and closed transactions while maintaining satisfaction.
- Maintained compliance with all applicable finance regulations.
Purchasing Manager
CarShop
08.2014 - 09.2017
- Managed vehicle acquisition and inventory purchasing operations.
- Negotiated vendor agreements and optimized inventory profitability.
- Implemented process improvements that increased operational efficiency.
Education
Bachelor's Degree -
Liberty University
Associate's Degree -
Pittsburgh Technical Institute
Skills
- Customer Engagement
- Relationship Management
- Account Management
- Sales & Business Development
- Service Delivery
- Customer Experience Excellence
- Regulatory Compliance
- Risk Management
- Member Outreach
Certification
Pennsylvania Notary Public, Active, 01/31/28
Timeline
Member Services Officer III / Relationship Specialist
CoastHills Federal Credit Union
01.2026 - Current
Financial Experience Supervisor
Clearview Federal Credit Union
01.2023 - 12.2025
Business & Finance Manager
#1 Cochran
09.2017 - 01.2023
Purchasing Manager
CarShop
08.2014 - 09.2017
Bachelor's Degree -
Liberty University
Associate's Degree -
Pittsburgh Technical Institute