Senior Management Team
Meet the accomplished professionals who direct Truliant's day-to-day operations.
Beth joined Truliant in 2019. She is responsible for the leadership, performance, growth, administration and strategic direction of Truliant Mortgage Services. She leads Truliant’s mortgage lending operations, and develops new services that best meet member needs.
Chad Frye joined Truliant in 1993. He leads Truliances, a Truliant subsidiary which provides financial and operational services to credit unions. Mr. Frye’s focus areas include acquisitions and dispositions of real estate and service organizations, procurement and contract negotiations, insurance services, title insurance, and development of Truliances.
Steve Koelsch joined Truliant in 2021. He is responsible for strategic and operational oversight of Truliant’s Business Services. Koelsch oversees commercial and U.S. Small Business Administration lending, and Truliant’s regional offices in Greensboro and Charlotte, N.C.
Precious McCloud joined Truliant in 2013. She is responsible for ensuring the successful implementation of initiatives that advance Truliant’s diversity management capacity and its presence as a financial institution of choice.
Emily Averill joined Truliant in 2003. She is responsible for overseeing the credit union's operational plans and processes to ensure they align with strategic goals to offer members an optimal experience. She is also responsible for processes, policies, and procedures across departments and establishes methods to measure operational performance.
Billy Baker joined Truliant in 2024. He is responsible for security, management and oversight of general services, construction, facilities, and maintenance.
Tricia Beeker joined Truliant in 2018. She oversees Truliant’s traditional and digital marketing efforts, including advertising, public relations, social media, Truliant’s website, online and mobile banking platforms, and targeted promotional tactics. Tricia leads the development, planning, implementation and reporting of integrated marketing strategies by working closely with cross-functional teams throughout the organization to elevate Truliant’s mission and brand message.
Kenneth Bright joined Truliant in 2012. He is responsible for constructing engaging employee experiences that directly impact the member experience and foster the credit union’s core values of Member Focus, Service, Guidance, and Relationships. His role encompasses all aspects of employee learning journeys, leadership development and building employee engagement programs that ensure the successful immersion of employees into Truliant’s workplace culture.
Jeremy Cline joined Truliant in 2006. He is responsible for organizing, planning and directing the activities of Truliant's member satisfaction, member relationship management, product strategy and development areas.
Ben Jackson joined Truliant in 2023. He is responsible for directing IT business solutions, including development and implementation of new systems, and managing cybersecurity risks. Jackson works to ensure IT strategy is aligned with Truliant’s overall business goals.
Don Jackson joined Truliant in 2020. He is responsible for growing the credit union’s Small Business Administration (SBA) loan portfolio, and development of SBA loan objectives, strategic direction, policies, and practices.
Elizabeth Kollar joined Truliant in 2024. She oversees production for Truliant’s mortgage loan officers. Kollar leads mortgage lending teams, with responsibility for increasing production, executing strategic initiatives including partnerships and expansion, and enhancing full-service mortgage options to benefit members.
Mike Miller joined Truliant in 2024. He leads Truliant’s enterprise card payment strategy and payment transformation. He oversees execution of the payments program and card and payment product lifecycles.
Zach Nichols joined Truliant in 2021. Nichols oversees the growth and management of the credit union’s business loan portfolio in the Triad. He is responsible for increasing awareness of the regional business lending program and providing strategic direction to its lending team.
Angela Parham started with Truliant in 2019. She is responsible for employee relations, compensation and benefits, payroll, and talent acquisition. Parham plays a key role in driving culture through people strategies for organizational success.
Stuart Russell joined Truliant in 2022. He provides leadership for Vendor Management at Truliant and oversees its Legal Department.
Paul Southern joined Truliant in 2018. He is responsible for ensuring the effective build, rollout and operations of Truliant’s technology infrastructure. Southern works closely with senior management to implement technologies that support the credit union’s operational and strategic IT goals.
Mark Testerman joined Truliant in 2021. He is responsible for Truliant’s call center, overseeing strategic direction, operational effectiveness, new programs, and service levels. His oversight includes phone lending and member experience within phone, email, chat and third-party partners.
B.J. Whisler joined Truliant in March of 2020. He leads Truliant’s Treasury Department and chairs its asset and liability committee. In addition to managing Truliant’s investment securities portfolio, he provides expertise in market risk evaluations, securities and corporate liquidity and funding, pricing strategy, and capital planning.
Bart Willey joined Truliant in 2022. He is responsible for leading Truliant’s Upstate commercial lending team and its regional business office. Willey is also responsible for developing outreach to businesses across the market.
Judy Wishnek joined Truliant in 2019. She helps set strategic direction for Truliant’s commercial line of business, including enhanced product development. Wishnek oversees Truliant’s Charlotte business lending office, its regional business loan portfolio, and commercial real estate investments.
To contact a member of Truliant's Senior Management Team, email: [email protected]. This contact information is not to be used for vendor solicitation.
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