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SchoolsFirst FCU Names Four New Vice Presidents

New Leaders Will Focus on Real Estate and Investment, Retirement and Insurance to Support Members’ Financial Well-being

SchoolsFirst Federal Credit Union named four new vice presidents who will focus on enhancing service delivery in their respective focus areas of real estate, investment, retirement and insurance services.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20221110006000/en/

Sean Bobbitt Vice President, Home Equity Operations SchoolsFirst FCU (Photo: Business Wire)

Sean Bobbitt Vice President, Home Equity Operations SchoolsFirst FCU (Photo: Business Wire)

“SchoolsFirst FCU is committed to providing opportunities to individuals who are committed to our mission of delivering World-Class Personal Service to our Members and the credit union philosophy of people helping people,” said SchoolsFirst FCU Chief Executive Officer Bill Cheney. “By strengthening our leadership, we’re strengthening our ability to innovate as an organization and ultimately improve the financial well-being of our Members.”

Sean Bobbitt has been named Vice President, Home Equity Operations. In his new role, he will manage all operational aspects of home equity fulfillment, including loan processing and underwriting. Bobbitt will oversee strategy for this operational area, specializing in process improvement and enhancement. He brings more than 15 years of leadership and real estate lending experience, most recently as Managing Director/ Process Improvement Manager with Everett Financial in Dallas.

Francine Delgado is the newly appointed Vice President, Real Estate Compliance and Loan Administration. She will lead the Real Estate Compliance and Real Estate Loan Servicing departments. Delgado brings over 35 years of real estate lending experience to her new role, including operations, servicing and compliance. She joins SchoolsFirst FCU from Mountain West Financial, where she served as Vice President of Compliance.

“These leaders bring a depth of knowledge and experience to our real estate lending team that will benefit our organization and our Members,” said Andrea Blais, senior vice president, Real Estate Lending. “Sean and Francine will provide expertise and direction to enhance the overall real estate lending experience for our Members.”

SchoolsFirst FCU also announced two vice president promotions in the Wealth Management Division, in which Trust and Investment Services will now align with Insurance services.

Craig Floerke has been promoted to Vice President, Investment and Insurance Services. Floerke has been with the Credit Union since 2012 and, under his leadership as Manager of Member Investment Services, has more than quadrupled investment plan assets to exceed $2 billion. In his new role, Floerke will be responsible for Trust and Investment Services and Insurance Services including all Ancillary Insurance and Personal Lines Insurance, as well as direct oversight of SchoolsFirst Insurance Services, LLC.

Jessica Jamison was promoted to Vice President, Retirement Planning and Administration, where she will be responsible for Member Retirement Planning, Retirement Plan Administration, IRA Services, and direct oversight of SchoolsFirst Plan Administration, LLC. Jessica began her career at SchoolsFirst FCU in 2003 as a part-time Member Service Representative, quickly achieving promotions in this area. Jessica joined the Member Retirement Planning Team in 2007 after completing her FINRA licenses through a branch pilot program. Since then, she has held the positions of Retirement Advisor, Assistant Manager, and most recently as the Manager in Member Retirement Planning.

“The depth of experience, knowledge and management capabilities that Jessica and Craig bring to these leadership positions complements our growing team of seasoned leaders,” said Dan Rearick, SchoolsFirst FCU senior vice president of wealth management. “I’m confident that they will continue to ensure our Members have access to a full complement of investment, retirement and insurance options while receiving the trusted advice they are looking for.”

For more information about SchoolsFirst Federal Credit Union, visit schoolsfirstfcu.org.

About Schools First Federal Credit Union

SchoolsFirst FCU is the fifth largest credit union in the country. Serving school employees and their families, the organization is dedicated to providing World-Class Personal Service and improving the financial lives of its Members. Today they serve more than 1.2 million Members with a full range of financial products and services — from savings and loans to investment, retirement and insurance products. SchoolsFirst FCU was founded in 1934, when 126 school employees pooled $1,200 and established a Member-owned cooperative to help improve each other's lives. In 2022, the Credit Union reported nearly $28 billion in assets and remains the largest credit union in California. For more information about SchoolsFirst Federal Credit Union, visit SchoolsFirstFCU.org.

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