Teams at Meritrust Credit Union

Manages assigned commercial loan portfolios by maintaining credit files, monitoring covenants and exceptions, coordinating renewals, closings, servicing, borrower documentation, and construction loan draws. Reviews financial statements, tracks maturities and past-due or watch-list credits, supports collateral inspections, identifies risks, and ensures compliance with lending policies and regulatory requirements while assisting Business Loan Officers and internal teams.

Leads data-driven growth initiatives for a credit union, including audience segmentation, member acquisition, engagement, retention, loyalty, funnel optimization, and campaign performance analysis. Uses member, market, competitor, and financial data to identify opportunities and translate insights into marketing strategies. Oversees behavioral targeting, customer journey mapping, CRM analysis, KPI measurement, and cross-functional campaign alignment. Requires advanced SQL and analytics expertise, along with knowledge of financial services, marketing automation, data privacy, and project delivery.

Manages delinquent mortgage, home equity, commercial, and consumer loans by assessing hardship, processing loss mitigation options, analyzing financial documents, coordinating foreclosure and property disposition activities, and ensuring regulatory and investor compliance. Maintains detailed records, supports audits, monitors portfolio risk, prepares management reports, and collaborates with legal counsel, vendors, and internal stakeholders.