CU Case Study: Sharonview FCU Boosts Membership and Lending with Tech

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About the Webinar

As a credit union with a strong digital presence, Sharonview Federal Credit Union saw even more potential to offer new and existing members a best-in-class personal loan experience. Through a fintech partnership with Upstart, they would be able to reach and acquire new members, as well as better serve their existing ones. 

David Brand, Senior VP of Lending Operations,  joins us to discuss how Sharonview FCU is leveraging the Upstart Referral Network and its white label solution to increase their digital presence while expanding credit access. 

This webinar will cover:

  • Why Sharonview FCU sought out a partnership with Upstart as a digitally-advanced credit union  
  • Sharonview’s strategy behind delivering a differentiated service to grow their loan portfolio in a competitive landscape
  • How Sharonview is leveraging AI for more accurate credit decisioning
  • Sharonview’s plans to increase member loyalty and grow new member relationships

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Presented By

Drew Megrey
Drew Megrey

Senior Account Manager | Upstart

Drew Megrey is a Senior Account Manager at Upstart, and former CEO of Ohio Teamsters Credit Union. With over 15 years in the financial industry, his expertise lies in lending, the credit decision process, and operational rules and regulations, as well as business operations and sales. He is driven by his passion to help consumers with solutions that are tailored to their specific needs. 

David Brand
David Brand

Senior VP of Lending Operations | Sharonview FCU

David Brand leads multiple teams in support of delivering lending products and services to Sharonview Federal Credit Union's current and future credit union members. Brand coaches, mentors and develops leaders and individual contributors involved with underwriting, processing, direct and indirect auto, recreation vehicle, motorcycle, home equity lines of credit, real estate mortgage and small business loans, while maintaining an efficient, effective and member-focused lending program.