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Meet our Team
Running a business is your specialty. Providing you with an experienced team of professionals to help with all of your commercial service needs is ours! Meet FORUM’s Commercial Group!
The Commercial Group Operations Team is responsible for the creation and support of all business member products including lending, deposits, treasury management, and business online banking. Alex Carter, Paul Butcher, and Ann Sopoci are our Operations Specialists. They provide loan and deposit product support to FORUM branches, the contact center, and to our Relationship Managers. Robin Guidroz, Operations Manager, is responsible for the daily supervision of the Operations staff and she is the system administrator for our business core system. Assistant Vice President of Commercial Group Operations, Pam Barry, is responsible for overseeing the day-to-day operations of loan document preparation, loan monitoring, portfolio reporting, and systems of the Commercial Group.
On the Credit Team, we have Shawn Davis, Sarah Austin, and Amber Hite. Shawn is our Commercial Credit Manager who monitors commercial loan portfolios, examines loan policy to comply with regulation, and completes due diligence financial analysis on third party vendors. Sarah and Amber are our Commercial Credit Analysts. They specialize in supporting the branches in processing loan applications and they work closely with the Operations Team to process loan requests in a timely manner.
Senior Relationship Managers Tony Bewsey, Kimberly Hill, and Ron Wilson, are responsible for the overall success and growth of the commercial loan and deposit portfolio by developing and maintaining account relationships with credit union members and select employee groups. Nick Campbell, Portfolio Manager, serves our existing portfolio of commercial relationships and provides loan support to the branches.
Jim Carr, Vice President of the Commercial Group, is responsible for the daily operation of the department, including business sales, performance management, training, development, and service support. He is also accountable for the growth, quality, and maintenance of the commercial loan portfolio for FORUM Credit Union.
To contact Business Services, call 317.558.6299 and select option “0”.
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