Lance brings an entrepreneurial experience that, when combined with his 32 years of education finance experience, enables us to be innovative, nimble and diversified. His reputation as a leader in student loan operations and business development has enabled us to rapidly become a recognized leader in credit union education finance. As an entrepreneur, Lance has built several companies focused on technology development, business process optimization, loan servicing and audit readiness.
Julie has been in the education finance industry for almost 30 years, and possesses one of the most diversified professional backgrounds covering guarantor services, loan servicing, default prevention, call center management, loan origination, transaction processing and client accounting. She has been involved in operations of all sizes, leveraging her expertise in loan operations, administration and compliance to ensure quality control service delivery.
Jon has spent most of his professional career in the private student loan industry. Since 1990 he has focused on developing and delivering insurance products and services that mitigate credit risk for financial institutions and other holders of private student loans. He brings nearly 30 years of experience in sales, marketing, client relations and operations management to us, where he leads efforts to create innovative products and develop risk mitigation strategies that enhance the client experience.
Enjoying a 25 year career in higher education, Tim provides a unique perspective having worked in schools, as a lender, core processing and even a secondary market. With a focus on operational efficiency and creative business solution's Tim has found success in numerous fortune 500 organizations and startup businesses. His experience in leading business development and operations has created a well-rounded executive that compliments the team of professionals at CURevl.
Greg has served the financial institution industry nationally for the past 30 years and brings a wealth of diversity and knowledge. Greg’s comprehensive understanding of the credit union marketplace and proven experience in working with credit union partners, associations and insurance carriers is an asset to the core goals and business development efforts.
Rhonda has been in the financial services industry for nearly 30 years. She has led operational and business development teams spanning the life, health, annuity, mutual fund, securities, 403b, credit union service and education finance organizations. Her experience ranges from spearheading entrepreneurial start-ups to leading divisions with over 1000 employees. Rhonda utilizes her Lean Six Sigma Black Belt and financial expertise to develop and design operational and financial management systems that ensure optimal portfolio and overall business performance.
Greg has spent the majority of his IT-focused career in the education finance industry. In the early 1990’s, he was on a team that developed financial aid software for Department of Education. From there he led an effort to develop loan origination software for both federal and private student loans. Before joining CURevl, “Frey” managed an industry leading loan origination software used by CURevl today and produced several excellent SSAE audit reports.
Joan possesses more than 20 years of experience working in the education financial services industry, spending that time overseeing processes and teams involved in loan origination, call center, and client relations. She and her teams have implemented hundreds of new loan programs for dozens of clients, and she most recently managed operations that focused on underwriting, disbursement and school relations. At CURevl her focus is to enhance client marketing efforts and provide liaison to operational fulfillment partnerships.
For over 25 years Jennifer has dedicated her professional career to the education finance industry, having served in managerial roles with banking, fintech and credit union service organizations. Jennifer brings to CURevl a very diverse professional background that includes loan origination operations, office management, marketing support and client services. Her focus is to serve client needs in areas of growth and loan program support.
Stacy has devoted her entire career spanning nearly 30 years to education finance and community banking, having served in leadership roles involving loan origination and servicing, business development, client services and loan program design and implementation. Her diverse background in combination with many years of experience uniquely positions Stacy to create cutting edge client and borrower experiences as well as creative products and services.
Diana has dedicated over 30 years to the education finance industry. She has held executive positions in compliance, servicing, guarantor, default prevention, client relations, sales and marketing. Her most recent experience comes from a start-up, private loan, fintech where she was involved in every facet of the company. With a son in college she understands the importance of affordable alternative financing.