UNCLE Credit Union strengthens its management team with two


LIVERMORE, Calif., December 09, 2021 (GLOBE NEWSWIRE) – UNCLE Credit Union, serving four counties in the Eastern San Francisco Bay and Central Valley region, welcomes two new members to the organization’s leadership team : Terry Bishop, CPA as Vice President, Chief Financial Officer and Betina Marcelo as Vice President of Mortgages.

Terry Bishop brings with him nearly two decades of leading experience in the financial services industry with institutions ranging in size from $ 370 million to $ 1.5 billion. His sphere of leadership includes finance, accounting, regulatory compliance, enterprise risk management, treasury, operations and information technology. Bishop will lead the finance team in developing and implementing strategic planning goals and practices to support growth and create long-term value for members.

Bishop joins UNCLE after most recently serving as Vice President, Finance and Compliance for a state chartered credit union in northern California. Prior to this role, he served as CFO for an $ 800 million financial cooperative based in the Midwest. As a member of the United States Army Reserve, Bishop was instrumental in setting up essential supplies for mission planning, while completing a tour of duty in Iraq. In addition, he is currently a member of the Board of Directors of the Financial Managers Society, which has nearly 1,500 professional members nationwide.

An industry veteran with deep expertise in lending, auditing and team building, Betina Marcelo has a proven track record of exceeding member expectations, while driving exceptional organizational performance. In his new role, Marcelo is responsible for overseeing and directing the mortgage functions of the credit union, including underwriting, reporting, loan compliance, service and product development.

Prior to joining UNCLE, Marcelo was Vice President of Consumer Lending for a Southern California-based credit union, where she was promoted three times to positions of increasing levels of responsibility. During this tenure, she led her team to record mortgage growth and excelled in risk management, business development and compliance. Early in his career, Marcelo used his experience as a Chartered Real Estate Broker to establish a mortgage business, which contributed to his professional growth and advancement in the industry. Marcelo holds a Masters of Business Administration (MBA) and an active California real estate license.

“We are delighted that Terry Bishop and Betina Marcelo have joined our management team. Both are highly capable and visionary leaders, whose talent extends to translating broad goals into concrete actions that create value for our members and enhance our organizational well-being, ”said Harold Roundtree, President and CEO of UNCLE Credit Union.

About UNCLE Credit Union
Founded in 1957, UNCLE Credit Union is a full-service financial institution of more than $ 625 million serving approximately 30,000 members. The organization offers the benefits of membership in a credit union with a full range of financial services to anyone who lives, works, enjoys or attends school in Alameda, Contra Costa, San Joaquin or Stanislaus counties. . UNCLE Credit Union is renowned for its community involvement and strives to provide a seamless experience for its members with great value products, 24/7 convenience and personalized service. To learn more, visit www.unclecu.org.

CONTACT: Jennifer hall
408.406.6251
[email protected]

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