Xceed Financial, Elevations CU Hire Mortgage Professionals

Xceed Financial, Elevations CU Hire Mortgage Professionals
April 10, 2017 Marketing GrafWebCUSO

This past week, six credit unions announced new hires, promotions and appointments. Plus, one credit union mourned the passing of its CEO and PSCU promoted an executive.

WEST

The $1.8 billion Numerica Credit Union in Spokane, Wash., hired Josh Melcher (pictured) as vice president of private and business banking. Melcher will oversee the direction of private banking, business banking and SBA lending for the credit union. He has more than 15 years of experience in the financial industry and was most recently at Umpqua Bank where he was manager for consumer lending.

The $264 million Cabrillo Credit Union in San Diego hired Dean Odle as president/CEO. Prior to joining Cabrillo, Odle served as chief retail officer at the $2 billion Public Service Credit Union in Lone Tree, Colo. As chief retail officer, he created a nationally recognized member success department and strategy that utilized existing market research and member data to improve member engagement, products per household and account profitability.

The $4.7 billion Ent Credit Union in Colorado Springs, Colo., announced the addition of CUSO Financial Services, L.P. investment representative Matt Harris to the Ent investment services team. Ent’s team of investment professionals is registered through CFS, Ent’s broker/dealer. Harris most recently served as a financial advisor and an investment representative with USAA. He will work with members to develop and maintain comprehensive financial strategies that are tailored to meet each individual’s goals.

The $965 million Xceed Financial Credit Union in El Segundo, Calif., hired Joan Sherry and Scott Long as senior mortgage loan officers based in Xceed’s El Segundo financial center. Long and Sherry each have nearly three decades of mortgage lending experience. Before joining Xceed, Sherry spent 17 years as a mortgage consultant with another credit union. Earlier in her career, she worked as a loan processor and trained other loan officers and loan processors. She is licensed through the NMLS and previously held a real estate license.

Before joining Xceed, Long (pictured) was a mortgage loan consultant with another credit union for 10 years. Prior to that, he worked his way up from loan processor/closer to underwriter, trainer and mortgage loan consultant with another credit union.

The $1.8 billion Elevations Credit Union in Boulder, Colo., hired three industry veterans for its growing mortgage department.

Mark Sööt was hired as a mortgage loan officer. He brings more than 20 years of mortgage lending experience, specifically in the Boulder area, to the position. Sööt will start at the credit union’s Diagonal Highway branch, but will eventually be based at the recently announced downtown Boulder branch located at 13th and Walnut.

Susie Kiesling was hired as a mortgage loan officer. Kiesling has 35 years of mortgage industry experience. Before coming to Elevations, she worked at Premier Mortgage Group as a senior loan officer. Kiesling will be based at Elevations’ new Larimer County mortgage loan office at 4650 Royal Vista Circle in Windsor, Colo.

Ed Hermsen was hired as a mortgage loan officer. Before coming to the credit union, Hermsen was a Colorado Front Range mortgage loan officer for more than 14 years. Prior to that, he worked at 1st City Mortgage as a mortgage loan officer. Like Kiesling, Hermsen will also be based at Elevations’ mortgage loan office in Windsor.

EAST

Glenn South, CEO of the $99 million County Educators Federal Credit Union in Roselle Park, N.J., passed away while waiting for a liver and kidney transplant at NYU Transplant Center in New York City. South served as CEO for more than 20 years and worked at the credit union for 28 years. He was also treasurer of Symbionce Financial Solutions, LLC, a mortgage CUSO based in New Jersey. Prior to that, he had been a senior consultant to the New Jersey Credit Union League and a 1996 graduate of CUNA Management School in Madison, Wis., and Ryder University in New Jersey.

MIDWEST

The $2 billion Royal Credit Union in Eau Claire, Wis., appointed Randy Beck (pictured) as interim president/CEO, effective April 15, 2017. Beck was planning to retire on May 31, but agreed to stay on through the transition process. Beck has more than 40 years of experience at Royal and currently serves as EVP of risk management. Last week, current Royal President/CEO Rudy Pereira announced his resignation. Pereira is leaving Royal to join the $2.2 billion Premier America Credit Union in Chatsworth, Calif., where he will serve as president/CEO. Pereira joined Royal in December 2011 and is the third CEO to lead the credit union since it was created in 1964. 

CUSOs

­PSCU, a CUSO in St. Petersburg, Fla.,promoted Brian Scott as its SVP of sales and solutions consulting. Scott joined PSCU in December 2015 as SVP of vendor alliances with more than 22 years of experience serving credit unions. Most recently before his move to PSCU, Scott served as vice president of sales for The Members Group, where he led the sales team and helped develop and execute a growth strategy to expand into the Canadian credit union market.

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