How Credit Unions grow commercial lending in practice
12:00 PM ET / 11:00 AM CT
Many credit unions want to grow commercial lending, but fewer have a clear view of what that journey looks like from the inside. Growth requires more than a single decision or tool. Credit unions must align leadership, credit structure, operations, risk management, staffing, and technology around a shared goal, often over time and with limited resources.
Led by Steve Hazan, this panel-style session features credit union leaders sharing firsthand experiences expanding their MBL programs. Panelists discuss why they chose to grow, how they define and measure success, how they structured staffing and front-office efforts, and where inflection points and exam scrutiny shaped their approach. Attendees gain practical insight into the decisions, tradeoffs, and collaboration required to move from intention to execution.
Join to learn:
- Why credit unions prioritize commercial lending and how it aligns with strategy, member needs, and risk appetite
- How institutions measure success and structure teams, partnerships, and tools to support growth
- What challenges, regulatory considerations, and lessons learned leaders encountered along the way
Jere Shaw
SVP, Commercial Lending at Evergreen Credit Union
With more than 30 years of experience in banking and finance, Jere has built a career focused on commercial lending and community-based financial growth. He joined Evergreen Credit Union in 2006 to launch and lead its Commercial Lending division, establishing and expanding the program to support local businesses. In 2019,
Lee Tillery II
Team Leader, Commercial Banking Division
With more than 30 years of experience in banking and financial services, Lee Tillery II is a trusted advisor to business owners and professional partners across the community. He joined SECU in 2019 to expand commercial lending relationships and has served as Commercial Lending Team Lead since January 2024, supporting
