ARLINGTON, Va.—The Partnership Federal Credit Union has launched a new consulting division targeted at other credit unions called Professional Services.
It will be led by EVP Bonnie Ortiz.
In a statement Partnership FCU said the Professional Services division is “dedicated to bringing value through partnership to the credit union community by providing resources to help credit unions overcome their operational and economic challenges in order to achieve their strategic goals.”
PFCU said Ortiz will collaborate with credit union executives and their teams to provide the knowledge, tools and resources they need for the implementation of strategies, tactics and projects necessary to deliver value to their members.
“Credit unions can expect tailored services to help them assess their situation, identify gaps and opportunities, and subsequently work with their team to execute, measure, monitor and maintain methodologies that will bring about permanent change,” the credit union said.
It added that at the end of a partnership, an organization will have all the resources in place to tackle the next big project.
“At The Partnership FCU we believe in value through partnership,” said Theresa Mann, president/CEO of The Partnership FCU, in a statement. “We know that credit unions of all sizes must optimize people, processes and tools to achieve operational excellence, but do not always have the resources in-house to meet their desired outcomes. We’ve made a commitment to provide value to the credit union community and share our resources, because by partnering together we can help one another be stronger credit unions, better serving our members.”
Ortiz, newly named executive vice president of Professional Services, has more than 45 years of experience in both for-profit and not-for-profit operational management. In her new role, Ortiz will share her experience and expertise with colleagues in the credit union industry to help them reach their strategic goals, Partnership FCU said.
According to PFCU, for the past decade Ortiz has helped credit unions create strategies to achieve operational excellence and high performance through experiences including: strategic planning, organizational assessment, process improvement, product lifecycle management, vendor management, and project management. Ortiz was previously the credit union’s COO.