Erin Mendez

President, Chief Executive Officer

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Erin Mendez is President and Chief Executive Officer of Patelco Credit Union, where she leads strategic planning and upholds a strong commitment to improving the financial health and well-being of more than 400,000 members throughout Northern California. Since her arrival at Patelco Credit Union in 2013, Erin has transformed the organizational culture to a focus on members, team members and the communities they serve. During this time, Patelco grew from $3.9 Billion to over $8.7 Billion in assets.

Susan Makris

Chief Administrative Officer

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Susan is Patelco’s Senior Vice President, Chief Administrative Officer, with more than 35 years of experience partnering with business leaders to drive organizational effectiveness, lead transformational change, maximize performance and optimize human capital. She oversees enterprise-wide Human Resources, Learning and Development, Corporate Communications, Legislative Affairs, Centralized Operations and Support.

Melissa Morgan

Chief Retail Officer

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Serving Patelco and its members since 2014, Melissa is the Chief Retail Offer at Patelco, accountable for delivery channels, member experience and financial wellbeing, and marketing, in addition to overseeing our deposits portfolio. She is also the Chief Executive Officer of Patelcorp Inc, responsible for the Investment and Insurance business.

Rolland (Rolly) Jurgens

Chief Financial Officer


Rolly is Patelco’s Chief Financial Officer and brings more than 25 years of experience in financial services and consulting to Patelco. As Patelco’s Chief Financial Officer, Rolly leads accounting, reporting, financial control systems, financial risk management, financial planning and analysis, pricing, capital planning, asset and liability management, and corporate real estate.

Richard Wada

Chief Lending Officer


Richard is the Chief Lending Officer at Patelco. In his role he is responsible for managing the growth of the consumer and commercial loan businesses. Prior to joining Patelco in 2018, he held executive roles within Citibank’s global and North American retail banking businesses including Global Head of Personal Lending and Head of US Retail Consumer Lending. Previously he had various product management and marketing roles at American Express and the advertising agency Saatchi & Saatchi.

Kal Majmundar

Chief Technology Officer

Kal Majmundar

Kal has been Patelco’s Chief Technology Officer since 2019. Kal is responsible for leading the technology function across Patelco, which includes the alignment of strategic priorities across all lines of business. He has more than twenty years of experience setting the vision for and delivering solutions for companies that range from high-growth technology and software startups to Fortune 500 global brands.

Angela Jeffers

Senior Vice President, General Counsel

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Angela is the SVP, General Counsel at Patelco. Angela is an accomplished General Counsel with over 20 years of experience providing legal and business counsel to companies in various stages of development from large, global public companies to startup fintechs.

David Fong

Senior Vice President, Internal Audit


David leads the credit union’s risk-based audit planning efforts to assess and recommend improvements to key operational and finance activities as well as the testing of internal controls. David brings more than 25 years of experience in financial services and professional auditing firms to Patelco and plays an integral role in ensuring the overall health and welfare of the credit union.

Board of Directors

This is your board, a diverse group of financial, legal and business experts who share a common goal: always doing right by our members.

Jesse Rivera

Chair

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Segal Consulting. In service since 2005.

Garick Zillgitt

1st Vice Chair

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Insurance Executive. In service since 2006.

Debra Chaw

2nd Vice Chair

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California State University East Bay. In service since 2004.

Tracey Scott

Secretary

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Housing Executive. In service since 2001.

Vickie Rath

Treasurer

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American Ratings Corporation. In service since 2008.

Colleen Cabey

Director

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Attorney at Law. In service since 1996.

Race Chen

Director

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Consultant. In service since 1996.

Peter Hanelt

Director

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Business Consultant. In service since 1996.

Robert A. McCormish

Director

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Metamorphosis Wines. In service since 2010.

Erin Mendez

Director

Photo of Erin Mendez

Erin Mendez is President and Chief Executive Officer of Patelco Credit Union, where she leads strategic planning and upholds a strong commitment to improving the financial health and well-being of more than 400,000 members throughout Northern California. Since her arrival at Patelco Credit Union in 2013, Erin has transformed the organizational culture to a focus on members, team members and the communities they serve. During this time, Patelco grew from $3.9 Billion to over $8.7 Billion in assets.

Jeffrey Parks

Director

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RPM Mortgage. In service since 2006.

Audit & Risk Committee

A subset of our Board of Directors, this committee is responsible for overseeing Patelco's financial reporting, disclosures, and risk assessment.

  • Garick Zillgitt, Committee Chair
  • Colleen Cabey
  • Debbie Chaw
  • Race Chen
  • Vickie Rath