6 Credit Unions Announce Employee Moves

WEST

The $2.2 billion Numerica Credit Union in Spokane, Wash., hired Cal Woolett as a financial advisor, CUSO Financial Services, L.P., for Numerica Financial Services in the Wenatchee Valley market. Woolett has 12 years of experience in wealth management and financial planning. Prior to joining Numerica, Woolett worked for VALIC Financial Advisors, Inc. in the Wenatchee office. He is securities licensed in Washington, Oregon, California, Idaho and Arizona.

The $1.7 billion Oregon Community Credit Union in Eugene, Ore., made three personnel announcements.

Oregon Community hired Russ Bernardo as chief lending officer. Bernardo comes to Oregon Community from the $1.2 billion, Eugene-based Northwest Community Credit Union, where he served in several lending capacities, most recently as chief lending officer. Bernardo will oversee the credit union’s growing portfolio of residential and commercial loan products – including home loans, vehicle loans, lines of credit and student loans – as well as Oregon Community’s debit and credit card portfolios and services.

Deborah Mersino, who has been a member of Oregon Community’s leadership team since 2014, assumed an expanded role as chief marketing and experience officer. She previously served as Oregon Community’s chief marketing officer. In this role, Mersino will oversee marketing, communications, product research and development, technology and the credit union’s enterprise project management organization. She will also continue to serve as executive product owner of the credit union’s digital banking transformation program, set to launch in spring 2019.

Greg Schumacher, who joined Oregon Community’s leadership team in 2013, was named chief financial and administrative officer. Schumacher previously served as chief administrative officer. In this expanded role, Schumacher will oversee finance, accounting and business intelligence in addition to his current oversight of electronic services loss prevention, facilities, enterprise risk management and regulatory compliance. Schumacher also serves as Oregon Community’s compliance counsel.

EAST

The $1.3 billion APG Federal Credit Union in Edgewood, Md., promoted Melissa Parlett, an APGFCU employee of four years, to the role of mortgage loan officer in Cecil County. Parlett began her career at APGFCU in the member service center and joined the mortgage lending team in October 2016. Parlett has more than 15 years of experience in financial services.

The $706 million Leominster Credit Union in Leominster, Mass., promoted Lisa Zorn to manager of indirect lending. Zorn will be responsible for management of all aspects of the indirect lending department. Zorn, who has more than 15 years of experience in the financial industry, joined the credit union in 2015 as indirect lending underwriter. Most recently she worked for GFA as an underwriter of indirect and direct lending.

MIDWEST

The 2.5 billion First Community Credit Union in Chesterfield, Mo., announced three employee moves.

Melissa Perotti was promoted to assistant vice president/branch coordinator-eastern division. Perotti has been with First Community for 20 years. She served as branch manager at several different branch locations. In her new role she will oversee 16 branches in St. Louis County and City.

Mike Roeder was promoted to assistant vice president/branch coordinator-Illinois division. Roeder has been with First Community for nine years and will oversee the seven Illinois branches of First Community.

Julie Carmody was named assistant vice president of human resources. Carmody has been with First Community for 14 years and previously served as assistant vice president branch coordinator. In her new position, Julie will oversee the human resources and training department.

SOUTH

The $2.3 billion Truliant Federal Credit Union in Winston-Salem, N.C., named Tricia Beeker marketing director. As marketing director, Beeker will be responsible for strategic advancement of Truliant’s marketing capabilities, including oversight and tactical planning of marketing communications, advertising, promotions, insights, public relations, social media, design and department management.

TRADES

American Credit Union Mortgage Association Founder and President Bob Dorsa will step down from his leadership role in January 2020, and longtime colleague Tracy Ashfield will become the association’s new president. Dorsa will stay on with ACUMA, helping with the leadership transition. In his transitionary role, Dorsa will focus on events, including the ACUMA Annual Conference and the association’s exhibit at the National Association of Realtors annual convention.

Ashfield brings more than 30 years mortgage banking management experience to the role.

CUSOs

Broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF) hired Karen Goldstein as vice president of practice management and training. At CFS/SPF, Goldstein oversees practice management consulting, offering wealth management best practices and comprehensive growth strategies to assist advisors, sales assistants and program managers in differentiating their practices, developing business plans, achieving goals and creating success in daily practice activities. Goldstein leads teams in developing and delivering training content to field and back office employees. She draws on 20 years of experience in the financial services industry.

Please send your People news items to Tahira Hayes at thayes@cutimes.com.