Digital, Digital Get Down: Using Tech to Forge Closer Relationships with Your Members
Tuesday, April 19, at 1:00 p.m. central time
It’s no secret the future of financial services is digital. With the number of physical branches dwindling across the map, embracing tech can be the difference between success or failure. However, many credit unions worry an increase in tech will put them out of sync with their members.
Luckily, that doesn’t have to be the case. As credit unions consider what strategies are essential to be competitive in today’s market, embracing new technologies should be at the top of the list. Join Alex Kutsishin, CEO of Sales Boomerang as he welcomes Brian Waldron, CEO at Dort Financial Credit Union and Michelle Burke, VP of Mortgage Lending at Westerra Credit Union to learn how credit unions can use technology to improve their business and make sure they’re in sync with their members.
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Co-Founder, CEO and Chief ROI Booster
A serial entrepreneur, Alex Kutsishin has been named as one of the “40 under 40” professionals writing the future of the mortgage industry by NMP Magazine, as well as a HousingWire Tech Trendsetter and Vanguard. Under his leadership, Sales Boomerang won as Top Tech firm in 2019 and Top 100 Tech Firms 2020 for revolutionizing the lending industry by Banking CIO Magazine, two HousingWire Tech100 awards and debuted in the top 3% on the 2021 Inc 500 list.
Dort Financial Credit Union
Brian Waldron is the CEO of Dort Financial Credit Union. Waldron has served in multiple executive roles, most recently, as Senior Vice President of Lending/Chief Lending Officer at Hudson Valley Federal Credit Union ($6.4B assets) in Poughkeepsie, NY. Previously he held positions include Assistant Vice President at Universal 1 Credit Union and Chief Lending Officer at Scott Credit Union. A dedicated leader, Waldron has an ability to identify and create efficiencies within his areas of responsibility and inspires a collaborative team environment to constantly improve processes for members and co-workers.
VP Mortgage Lending
Westerra Credit Union
Michelle Burke serves as the Vice President of Mortgage Lending at Denver-based Westerra Credit Union. She has been lending within the credit union space for the last 11 of her 28 years in the mortgage industry, also holding positions in sales, technology, credit policy and operations. Previously, Burke was a key contributor in the growth of Lake Michigan Credit Union to the No.1 purchase lender in of Michigan and a top three credit union mortgage originator in the state. Westerra’s mortgage production has grown by more than 300% under her leadership in the past year. Burke challenges the status quo in order to provide a better experience for members and employees. She believes that process, supported with smart technology, empowers her team to better serve members and prospects.