SchoolsFirst FCU Appoints Four New Vice Presidents | Region

TUSTIN, Calif.–(BUSINESS WIRE)–Nov. 15, 2022–

SchoolsFirst Federal Credit Union has appointed four new vice presidents who will focus on improving service delivery in their respective areas of real estate, investing, retirement and insurance.

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Sean Bobbitt Vice President, Home Equity Operations SchoolsFirst FCU (Photo: Business Wire)

“SchoolsFirst FCU is committed to providing opportunities for people who are committed to our mission of providing world-class, personalized service to our members and to the credit union philosophy of helping people,” said Bill Cheney, Managing Director of SchoolsFirst FCU. “By strengthening our leadership, we strengthen our ability to innovate as an organization and ultimately improve the financial well-being of our members.

Sean Bobbitt has been named Vice President, Home Equity Operations. In his new role, he will manage all operational aspects of realizing home equity, including loan processing and underwriting. Bobbitt will oversee strategy for this operational area, specializing in process improvement and improvement. He brings over 15 years of leadership and real estate lending experience, most recently as Managing Director/Process Improvement Manager at Everett Financial in Dallas.

Francine Delgado is the new Vice President, Real Estate Compliance and Loan Administration. She will lead the Real Estate Compliance and Mortgage Services departments. Delgado brings over 35 years of real estate lending experience to his new role, including operations, maintenance and compliance. She joins SchoolsFirst FCU from Mountain West Financial, where she served as Vice President of Compliance.

“These leaders bring deep knowledge and experience to our mortgage lending team that will benefit our organization and our members,” said Andrea Blais, Senior Vice President, Mortgage Lending. “Sean and Francine will provide their expertise and guidance to enhance our members’ overall home loan experience. »

SchoolsFirst FCU also announced two promotions to vice president in the wealth management division, in which trust and investment services will now align with insurance services.

Craig Floerke has been promoted to Vice President, Investment and Insurance Services. Floerke has been with Credit Union since 2012 and, under his leadership as director of member investment services, has more than quadrupled the investment plan’s assets to over $2 billion. In his new role, Floerke will be responsible for trust and investment services and insurance services, including all ancillary insurance and personal lines insurance, as well as direct supervision of SchoolsFirst Insurance Services, LLC.

Jessica Jamison has been promoted to Vice President, Retirement Planning and Administration, where she will be responsible for member retirement planning, pension plan administration, IRA services and direct oversight of SchoolsFirst Plan Administration , LLC. Jessica began her career at SchoolsFirst FCU in 2003 as a part-time Member Service Representative, quickly gaining promotions in this area. Jessica joined the Member Retirement Planning team in 2007 after earning her FINRA licenses through a branch pilot program. Since then, she has held the positions of Retirement Advisor, Assistant Director and, most recently, Director of Membership Retirement Planning.

“The depth of experience, knowledge and management abilities that Jessica and Craig bring to these leadership roles complements our growing team of seasoned leaders,” said Dan Rearick, senior vice president of wealth management at SchoolsFirst. FCU. “I am confident that they will continue to ensure that our members have access to a full range of investment, retirement and insurance options while receiving the trusted advice they seek.

For more information about SchoolsFirst Federal Credit Union, visit schoolsfirstfcu.org.

About Schools First Federal Credit Union

SchoolsFirst FCU is the fifth largest credit union in the country. Serving school employees and their families, the organization is dedicated to providing world-class personalized service and improving the financial lives of its members. Today, they serve over 1.2 million members with a full range of financial products and services – from savings and loans to investment, retirement and insurance products. SchoolsFirst FCU was founded in 1934, when 126 school employees pooled $1,200 and created a member-owned co-op to help improve everyone’s life. In 2022, Credit Union reported nearly $28 billion in assets and remains California’s largest credit union. For more information about SchoolsFirst Federal Credit Union, visit SchoolsFirstFCU.org.

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CONTACT: Anne Bouchard

Cell: (916) 521-7440

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KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA

KEYWORD INDUSTRY: PROFESSIONAL SERVICES EDUCATION INSURANCE FINANCE OTHER EDUCATION BANK

SOURCE: SchoolsFirst Federal Credit Union

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PUBLISHED: 11/15/2022 4:38 PM / DISK: 11/15/2022 4:38 PM

http://www.businesswire.com/news/home/20221110006000/en