CU professionals receive promotions and recognition


CU professionals reach career milestones.

WHERE IS

Monique Belz Monique Belz

Monique Belz, CEO of the $ 125.9 million company, based in Lihue, Hawaii Kauai Federal Credit Union government employees, was recognized by Pacific Rim Magazine2020 Business Achievement Awards as Hawaii Business Director of the Year. Belz has been the head of KGEFCU for three years, leading local businesses through the Kauai floods of 2018 and now leading the community through a pandemic.

MIDDLE WEST

Mauri's story Mauri’s story

The $ 1.4 billion Consumer credit union in Kalamazoo, Michigan, promoted Mauri’s story mortgage loan officer in the Kalamazoo market, in particular the [email protected] Office. The Western Michigan University Business Major has been with Consumers since 2013 – first as a cashier, but more recently as a member of the mortgage processors team working behind the scenes.

The $ 1.45 billion, based in St. Paul, Minn. Hiway Credit Union hiring Brianne Meszaros as vice president of operations of the subsidiary.

Brianne Meszaros Brianne Meszaros

Meszaros brings over 22 years of member service, branch operations and business development experience to the credit union. Prior to joining Hiway, she worked at Ameriprise Bank as COO. Prior to joining Ameriprise, she spent 21 years in the credit union world, including nine years with REAL Financial Credit Union and 10 years with Royal Credit Union ($ 3.3 billion, Eau Claire, Wisconsin), which merged with REAL Financial in 2008. During her time at Chez Royal, she held various leadership roles in branch operations, including serving as Vice President of Branch Operations for three years, playing a key role in the expansion of Royal’s Minnesota branch.

Kelli Ellsworth Etchison

Kelli Ellsworth Etchison, Marketing Director and Director of Diversity for $ 800 million, based in Lansing, Michigan LAFCU, was appointed to Michigan’s Black Leadership Advisory Council by Governor Gretchen Whitmer. The council, housed at the Michigan Department of Labor and Economic Opportunity, was established to serve as an advisor to the governor and to develop, review and recommend policies and actions designed to prevent and eradicate discrimination and racial inequality in Michigan. Its 16 members and four committee chairs were selected from over 650 applicants. Each member represents black leaders in a specific field. Ellsworth Etchison is an economics representative for the term from November 12, 2020 to December 31, 2023.

IS

Tina Sbrega Tina Sbrega

Tina M. Sbrega, Chairman and CEO of Federal Credit Union GFA ($ 593.6 million, Gardner, Mass.) Will retire in the spring of 2021. She will continue in a leadership role as president of GFA’s wholly owned subsidiary, Lighthouse Biz Solutions, LLC. Sbrega has been in the financial industry for over 45 years and at GFA since 1980. She was promoted from President / COO to President / CEO in 2009. Under her leadership, GFA has increased the number of its branches and more than doubled its assets. size and became the first credit union in the country to purchase a joint stock bank in 2012. More recently, GFA was the first financial institution in Massachusetts to provide banking services to the legal, licensed recreational and medicinal cannabis industry. In 2020, Sbrega was inducted into the SACC Hall of Fame and has received numerous awards over the years for her innovation and community involvement.

Jim melendick Jim melendick

The $ 4.27 billion Maryland State Employees Credit Union to Linthicum named Jim melendick as vice president of SECU Financial Partners, a new division of the credit union slated to launch in 2021. With over 16 years of experience in wealth management and banking, Mellendick will build and lead a team diverse financial advisors. Prior to joining SECU, he spent 11 years at Wells Fargo, where he most recently served as SVP, Strategy Consultant for the Branch and Bank Wealth Management Partnership. Prior to that, he was Regional Brokerage Manager at Wells Fargo Advisors in Central Virginia. Mellendick has served on the National Regional Brokerage Directors Advisory Council, Big Brothers Big Sisters Virginia Board of Directors, and Supportive Housing Virginia.

Katie armstrong Katie armstrong

The $ 892 million Harvard University Employee Credit Union in Cambridge, Mass., hired Katie armstrong as CFO. In addition to overseeing finance, collections and compliance functions, Armstrong will be a senior executive officer of HUECU. She worked in financial services for over a decade, most recently as CFO of the $ 345 million Boston Firefighters Credit Union in Dorchester, Massachusetts. Previously, his career path included positions at Admirals Bank and the audit firm Wolf & Company.

SOUTH

Kelli blair Kelli blair

The $ 935.4 million, based in Bartlesville, Okla. Federal Truth Credit Union promoted Kelli blair to the director of strategy. In addition to overseeing the Marketing, Ecommerce and People Development department, she will oversee Truity’s project management teams. Blair began working at the Credit Union in September 1985 as a cashier and held numerous positions at the Credit Union during his 35-year career. She is a Deaf Interpreter and Director of the Hearing Impaired Ministry at First Baptist Church in Bartlesville, Volunteer Chaplain for the Tulsa State Fair and Volunteer for the Southern Baptist Disaster Relief Teams with a management certification. stress in the event of a critical incident.

CUSOS

Michigan Business Connection, LLC, an Ann Arbor business loan CUSO, has welcomed three new employees.

Patrick pattison joined MBC as a business loan associate. Pattison will work with credit unions to process small business loans while providing training and support. He will also work directly with borrowers from credit unions. His career in financial services began over 25 years ago as a commercial credit analyst for Michigan National Bank. He was then promoted to Branch Manager before becoming Assistant Vice President of Private Banking / Medical Practice Group for Fifth Third. Pattison most recently served as Key Bank NA’s private banking partner.

Taryn wilkie joined MBC as an operations associate. In her new role, she will support documentation and service departments, as well as support tasks related to loan files and digital and physical files. Wilkie began her career in financial services at Bank of America before joining Monroe Bank & Trust as a Customer Service Representative, where she was promoted to ATM Maintenance Representative and then Electronic Banking Representative. She recently worked as an operations specialist for Waterford Bank.

Rayna fackender joined MBC as administrative assistant. In her new role, she will provide administrative support to the operations and maintenance departments. She began her career in administration in 2010, while working at a Minnesota-based legal aid firm as an operations administrator. Fackender most recently held positions at Lawrence Tech and a digital marketing firm.

Please send your People news to Natasha Chilingerian at [email protected]

Previous 10X Growth conference helps young people build their dreams - The Buchtelite
Next Adequate Funding for Key UC Programs Essential for FY21 | 2020-11-18