Teams at Elevations Credit Union

Analyze commercial and business lending opportunities, build thorough credit memos, evaluate financial statements, cash flows and collateral, monitor loan portfolio and covenants, ensure regulatory compliance, and support internal teams with reporting and process improvements to enhance member experience.

Lead asset/liability management, CECL governance, and executive financial reporting. Provide balance sheet strategy, interest rate risk oversight, and board-level analysis. Build and coach a high-performing finance team, drive process improvements, and partner cross-functionally to support growth and profitability.

Manage commercial loan portfolio by coordinating with lenders and borrowers, monitoring maturities and renewals, preparing documentation and asset quality reviews, resolving reporting and covenant issues, presenting recommendations, and coordinating with credit, legal, and loan operations to ensure portfolio performance and risk management.