OCCU Announces Staff Promotions and Updates to Leadership Roles
February 8, 2021
Oregon Community Credit Union, based in Eugene, has announced several staff promotions and reorganization of the credit union’s leadership roles.
“These moves allow OCCU to continue to be a leader in the financial services sector and reflect significant accomplishments in serving our membership, engaging OCCU’s workforce and executing on the organization’s strategic initiatives,” said President and CEO, Ron Neumann.
Heather Billings has been promoted to Chief Marketing Officer. Billings, who joined OCCU in 2004, is charged with the strategic direction and management of multiple teams responsible for OCCU’s marketing, communications, philanthropy, and community relations. She also will lead the credit union’s advocacy efforts.
Tracey Keffer is now Chief Human Resources Officer. A member of the OCCU team since 2006, Keffer assumes leadership and strategic development of OCCU’s human resources; organizational development; and diversity, equity and inclusion programs. She will oversee employee relations, talent management, compensation, recognition and other employee services.
Terri Baker has assumed the role of VP of Member Support. Baker oversees remote delivery services including the credit union’s high-volume call center, member solutions department, member relations teams and the remote branch team. Among those departments’ responsibilities are online accounts, online messaging, loan quality assurance, ancillary products, special accounts and loan services via the phone. She joined OCCU in 2005.
Lindsey Roberts was promoted to VP of Mortgage Lending. Roberts joined OCCU in 2019 as director of mortgage lending. In her new role as VP of mortgage lending, she will steer strategic growth objectives in new markets, capitalize on key industry drivers and continue leading the credit union’s mortgage lending team, which produces more than $600 million annually.
Lacey Green now serves as Director of Executive Services. Green joined OCCU in 2018, and as director of executive services, focuses on executive outreach and external relations for the office of the CEO. She is the primary staff liaison to the credit union board of directors.
In addition to the promotions, Neumann announced shifts in leadership of key products and business units. Brian Alfano, Chief Operations Officer, will now provide strategic oversight for the credit union’s growing credit card portfolio. Gary Lanier, VP of Retail Operations, will assume leadership of the investment services team. Lanier also oversees OCCU retail operations, including branches and other member service functions.
Posted in Member News.