Credit Union CEO Deep Dive: Positioning Your Credit Union for Success in 2023
Join two former credit union CEOs for a discussion on how to lead your credit union to grow safely during uncertain times. This fireside chat will take a deep dive into how credit union leaders should think about lending amidst the rising rate environment, growing membership and evaluating fintech partnerships.
Watch the open forum Q&A session with Barry Roach, former CEO of Water and Power Community Credit Union, and Drew Megrey, former CEO of Ohio Teamsters Credit Union.
You will hear about:
Drew Megrey is a Senior Account Manager at Upstart. Drew launched his career within the Regional Bank space, and transitioned into the Credit Union arena, where he was the former CEO of The Ohio Teamsters Credit Union for 9 years. With over 15 years in the financial industry, he is truly driven on the member oriented mission that Credit Unions offer, and his expertise lies in lending, the credit decision process, and operational rules and regulations. He is powered by his passion to help clients with solutions that are tailored to their specific needs.
Barry Roach recently joined Upstart as a Senior Account Manager, helping our Bank and Credit Union Partners meet their business objectives with our lending programs. He has over thirty years of experience in the financial services industry, leading large, diverse, multi-faceted teams of financial professionals that delivered above-market financial results. Most recently, as President and CEO of Water and Power Community Credit Union in Los Angeles ($950M assets), Barry led the organization on a digital platform transformation that relied on Fintech partners to create a vastly improved user experience. Barry launched his career with a large Canadian bank, and he is a graduate two Masters degree programs specializing in finance and business analytics.
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Remember:
Originate more auto refinance loans profitably
Refinance loans with compelling offers
Acquire new customers
Provide a fast and seamless application process for consumers
Automate approvals with minimal fraud rates
Trust Upstart to manage the entire process including stips and lien perfection
Price and predict risk with accuracy
Increase approvals within your risk tolerance
Maintain full control of your credit policy
Bank-branded, mobile-friendly application is pre-filled with existing customer information, making the process quick and easy.
Vehicle and loan details such as VIN or license plate are automatically pulled.
Our risk-based AI model prices customers within your credit parameters resulting in higher approvals and lower losses.
Asset valuation is pulled from third party services and then leveraged in loan pricing.
Customer information is verified with many applicants approved automatically.
Our expert staff manages all stips requested for higher-risk applications.
We provide an e-signature process with our refinance verification.4
Funds are sent directly to the previous lender – and payoff is verified.
Upstart handles title management for both electronic and paper titles creating a seamless experience for your bank and consumers.
Apply a wide array of qualifying criteria such as minimum credit score, maximum debt-to-income ratio, loan sizes, loan-to-value ratios, and more.
Configure rates to meet your desired return on assets tailored to your risk appetite.
Approve borrowers that meet your risk profile – our model predicts the probability and timing of default.