Upstart is the NAFCU Services Preferred Partner for AI Lending Platform.
About The Webinar
This discussion will explore how a credit union is leveraging fintech partnerships and artificial intelligence to attract new members through its digital channels. In this webinar, a CFO will also share his approach to balancing growth, risk and profitability while delivering a great member experience.
Key Takeaways:
- Replacing loan run-off and diversifying assets through shorter-term duration, higher-yield loans
- Positioning the credit union’s balance sheet to capitalize on historically high loan yields
- Creating an enhanced digital experience for a seamless borrowing journey to improve operational efficiency
- Understand the importance of maintaining risk management and compliance while embracing fintech for sustainable growth
Register Here
Presented By
Jeremy Silva
Jeremy Silva joined AMOCO FCU in 2005, serving as a call center clerk. Through his math expertise, skills, and leadership ability, Jeremy was promoted and has led AMOCO FCU as their Chief Financial Officer since 2013. Needless to say, Jeremy is pretty good with numbers.
He considers their members' best interests when making financial decisions and develops financially viable and sustainable strategic plans. In his role, he oversees all financial reporting, accounting, compliance, risk management, and internal audits.
Born and raised in Texas City, Jeremy currently resides in La Marque with his wife, Sarah, and their two children. Jeremy earned a Bachelor's Degree of Science in Finance from the University of Houston-Clear Lake and an MBA from Texas A&M.
Barry Roach
Barry Roach is a Senior Account Manager at Upstart, 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 teams of financial professionals that consistently 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 attained two Masters degrees specializing in finance and business analytics.