November 05, 2009
DFI Announces Management Changes in the Credit Union Division
This is to announce the following changes in management within the Credit Union Division which may affect a credit union's point of contact for such things as administrative applications (e.g., field of membership expansions, bylaw amendments, merger applications, statutory approvals, regulation variances, etc.), examination scheduling, and other pertinent dialogue relating to a credit union's strategic business plans and general financial condition.
Two new regional portfolio management positions have been established to provide better coverage for the increasing workload of regulatory matters relating to State chartered credit unions. Laura Leung, who works out of the Department's Sacramento office, has received a well-deserved promotion to Portfolio Manager, and Les Thompson, who is already a Manager, has been re-assigned to apply his skills to bolster this area.
In Northern California, Laura Leung will be joining Lana Tom, out of San Francisco, as the two portfolio managers for that area. Credit Unions with a DFI license number containing a "955" prefix will be assigned Lana Tom's region, and credit unions with a DFI license number containing a "957" prefix will be assigned to Laura Leung's region.
In Southern California, Les Thompson will be joining Joni Kimbrell as the two Portfolio Managers for that area. Both work out of the Department's Los Angeles office. State chartered credit unions located in Southern California (generally those located from San Luis Obispo in the north down to the Mexican border in the south) will be split into two regions based on their alphabetical listing by credit union name. Les Thompson will have regulatory oversight over those credit unions in the early part of the alphabet (A through High Sierra Credit Union), and Joni Kimbrell will have regulatory oversight over those credit unions in the middle to latter part of the alphabet (starting with Huntington Beach City Employees Credit Union through the letter Z).
The list of State chartered credit unions assigned to each region by Portfolio Manager can also be viewed on the Department's website at http://www.dfi.ca.gov/directory/cu.asp.
Contact information for the aforementioned managers is listed below for your convenience, and can also be found on the Department's website listed above:
Phone No.: 213.897.2168
Phone No.: 916.445.1852
Phone No.: 213.897.2174
Phone No.: 415.263.8557