Meet the OCCU team: Member Business Services

Two individuals in navy blue business suits shaking hands.
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As a business owner, you know the importance of surrounding yourself with people you can trust. From employees to vendors to partners, you depend on others in order for your business to succeed, just as they depend on you.

As an OCCU business member, you have a whole team of experts behind you, dedicated to seeing your business grow and thrive. As a not-for-profit financial cooperative, we aren’t beholden to shareholders, only to the interests of our members. We offer you the tools your business needs, from savings and checking accounts tailored to your company, to Small Business Administration (SBA) and commercial real estate lending. Wherever your business is going, we have the tools to get you there.

We look forward to meeting you, and we’d like to start by letting you know a little bit about us. Here’s what our Member Business Services team members enjoy most about their roles at OCCU:
 

Sandi Gordon, senior business relationship manager

“Having worked for big banks for the last 30 years, I'm excited to now be a part of OCCU. Our lending decisions are made locally, with the interests of our members in mind. We have products and services to help businesses in various stages of their growth journey. Our member businesses aren’t just numbers on a page. They are a part of our community, and part-owners of our organization. And when they ultimately succeed, we’re a part of that success story. I’ve seen the credit union difference firsthand and can’t imagine going back to a big bank.”

Matt Hester, business relationship manager

“Being a part of the business services team allows me to be a key advocate in realizing the aspirations of small business in our community. Our business members give so much back locally and being involved in their continued growth has been very rewarding.”

Jamie Stoney, business relationship manager

“What I enjoy the most is the way our team collaborates to provide the best resources, products and services for our members. Sharing expertise amongst our team allows me to be the strongest advocate and trusted resource for our members that I can be. It’s an honor to play a part in our local businesses’ successes.”

Isaac Grant, commercial business development officer

“The OCCU Member Business Services team is dedicated to giving our commercial and business members the best possible experience. I truly enjoy working with this team every day to provide financial solutions to people in our local communities who invest in real estate. We understand the importance of small businesses in the local community, and we work hard to make sure business owners are given the best possible products and services for their banking needs.”

Now that you’ve learned a bit about us, we’d love to hear from you. Tell us about your business and how you’d like it to grow. Our team will give you the tools you need to flourish.