Scient Federal Credit Union, Groton, Conn., announced the addition of Stephen Jacoby, vice president of business development. Jacoby has worked in the financial industry for over 10 years, seven of which were at a credit union in Chicago. He has a proven track record of success in developing strong business development teams that produce high client acquisition. At Scient Federal Credit Union, Jacoby will be responsible for developing and maintaining relationships with life science organizations, managing the credit union’s business development team, and creating and maintaining visibility and awareness.
360 Federal Credit Union, Windsor Locks, Conn., announced the promotion of Peter Skinner to strategic operations manager. Along with retaining responsibility for the Route 75 Branch and 360FCU’s in-house call center, Skinner will be responsible for recommending and delivering innovative solutions to improve service delivery to members and employees. This position will also lead and assist in the implementation of cross-functional or organization related projects and initiatives. Skinner began his career with 360FCU in 2001 as a seasonal teller. He was promoted to a member service representative in 2004, assistant branch manager in October of 2005, and branch manager in January of 2007. He attended Hobart and William Smith College in New York and University of Hartford.
Columbia Credit Union, Vancouver, Wash., Columbia Credit Union announces two promotions to its management team. Carol McCaulley will serve as senior vice president, human resource development/legal counsel and Wendy Smith will serve as vice president enterprise risk. McCaulley will replace Dee Anne Cloke, who will retire in July after 23 years of service. McCaulley will oversee human resource functions for the credit union, focusing on personnel policy development, performance appraisal programs, employee benefits and more while assisting in advancing in the credit union’s strategic direction. Previously Columbia’s vice president human resources, McCaulley worked as an employment attorney for local law offices in addition to serving in her own practice prior to joining Columbia. As vice president enterprise risk, Smith will coordinate all internal and independent auditors’ efforts related to loss-prevention and recovery objectives. In addition, she will oversee the compliance, loss prevention and internal audit departments and will maintain an enterprise risk management program to ensure the credit union’s optimal long‐term performance. Smith previously served as Columbia’s lead internal auditor and worked in controller and financial analyst roles prior to coming to the credit union.
Redwood Credit Union, Sonoma, Calif., recently named José Alvarez as manager of their two Sonoma Valley branches. In his new role, Alvarez will oversee service to members, staff management and training, and all daily branch operations, as well as business development, community relations and local volunteer efforts for the two branches. Alvarez has nearly 10 years of financial services experience, and has previously served as a personal banker at Sonoma Bank and a branch manager at Wells Fargo.
Security Service Federal Credit Union, San Antonio, announced the promotion of Priscilla Palmer to branch manager of its 410/Rigsby location. In her new position, she will be responsible for the overall operation of the branch, including cash operations, member service and facility maintenance. Palmer holds a bachelor’s degree in human resources from St. Mary’s University and a master’s degree in business management from the University of Phoenix.
United Federal Credit Union, St. Joseph, Mich., said Ken Thomas has been appointed manager of learning and development. Thomas will be responsible for leading training and development initiatives within the United Federal Credit Union human capital business plan. Thomas was previously the president/instructional designer at Rocky Mountain Alchemy, an Instructional design company in Denver specializing in improving employee performance through interactive learning. There he designed and developed e-Learning and instructor-led courseware solutions, as well as conducted organizational analyses to support hiring/retention strategies and performance improvement for clients across multiple industries. Thomas’ learning and development background includes instructional design leadership positions with Express Scripts Inc., Qwest Communications, and Interactive Media Corp. Additionally, he has served as adjunct faculty for the University of Denver and as a guest lecturer for the Universities of Colorado and Virginia. Thomas earned a master of arts degree in information and learning technologies from the University of Colorado and a bachelor of arts degree in speech communication from the University of Maryland. The credit union also announced that Michael Mortimore has been appointed director of underwriting. He will be responsible for managing the credit union’s business, consumer, and mortgage credit underwriting standards. prior to joining UFCU, Mortimore was a senior underwriter at PNC Bank where he oversaw new loan and structural requests pertaining to large commercial loans. His previous financial experience included positions as credit analyst and associate relationship manager at PNC Bank. Mortimore earned a bachelor of arts degree in finance from the Michigan State University Eli Broad College of Business.