Broadview Federal Credit Union is a financial service provider that serves nearly 500,000 people. It was formed when two longstanding credit unions headquartered in New York State, SEFCU and CAP COM, merged. Broadview is ranked among the largest credit unions in New York and in the top 30 nationwide. With $8 billion in assets, Broadview invests significant resources in services that directly benefit members, employees, and the communities it serves. Federally Insured by NCUA.

Banking

Credit

Broadview Federal Credit Union

Kathy Lanni

Katie Farrow

Aimee Vaughan

Paige Rueckert

Mark Duffy

Mark Does

The Finance and Analytics Team at Broadview Federal Credit Union is responsible for financial planning, analysis, and oversight to ensure the credit union’s fiscal health and regulatory compliance. They perform quality control, investment operations, application analytics, contract management, and internal auditing. This team works collaboratively to develop financial strategies, optimize investments, and provide comprehensive financial reporting to support informed decision-making across the organization.

Finance and Analytics Team

The Commercial Banking and Lending team at Broadview Federal Credit Union focuses on providing financial solutions for businesses, including commercial loans, credit services, and business banking products. They work on underwriting, processing, and managing commercial credit applications, developing tailored financial strategies, and fostering community development through targeted lending programs. This team ensures that business members receive specialized support to achieve their financial objectives and contribute to local economic growth.

Commercial Banking and Lending

The Community Engagement and Support team at Broadview Federal Credit Union is dedicated to building and maintaining relationships within the communities they serve. They focus on initiatives that enhance community well-being, coordinate volunteer activities, and manage partnerships with local organizations. By driving impactful community outreach and support programs, this team strengthens Broadview's commitment to social responsibility and community development.

Community Engagement and Support

The Security and Risk Management team at Broadview Federal Credit Union is responsible for safeguarding the organization against financial crimes, cyber threats, and operational risks. This team conducts anti-money laundering investigations, designs secure network infrastructures, ensures compliance with information security policies, assesses vendor-related risks, and oversees corporate security systems. By identifying and mitigating potential threats, they help protect member assets and maintain the credit union's integrity and trustworthiness.

Security and Risk Management

The Software and Engineering Team at Broadview Federal Credit Union focuses on developing and maintaining advanced technological solutions to enhance the financial services provided to nearly 500,000 members. This team is responsible for creating secure and efficient software systems, ensuring robust communication infrastructures, and supporting technology operations to improve user experience and operational efficiency. Their expertise directly contributes to Broadview's goal of benefiting its members, employees, and community through innovative solutions.

Software and Engineering Team

The Branch Management Team at Broadview Federal Credit Union oversees the operations of individual branches to ensure that members receive exceptional service. This team is responsible for implementing policies, managing branch staff, ensuring regulatory compliance, and driving growth and member engagement within their respective branches.

Broadview Federal Credit Union

Org chart

Teams

Finance and Analytics Team

Commercial Banking and Lending

Community Engagement and Support

Security and Risk Management

Software and Engineering Team

Branch Management Team

Offices

Broadview Federal Credit Union

Org chart

Teams

Finance and Analytics Team

Commercial Banking and Lending

Community Engagement and Support

Security and Risk Management

Software and Engineering Team

Branch Management Team

Offices

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