CU Strategic Planning
Chip Serna has extensive experience in the financial services industry, currently serving as Community Development Manager at CU Strategic Planning since March 2023. Prior to this role, Chip worked as Mortgage Sales Manager at US Bank from May 2012 to March 2023, focusing on Western Montana, including Kalispell, Missoula, and Hamilton. Chip also held the position of Branch Manager at American General Financial Services from April 2000 to June 2012, where responsibilities included providing personal, auto, and real estate financing. Earlier in career, Chip worked in Indirect Lending at Missoula Federal Credit Union from May 1998 to March 2000, assisting local dealerships with auto financing. Education was completed at The University of Montana - College of Business, earning a Bachelor of Science in Business Administration and Management in 1998.
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CU Strategic Planning
CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 300 years of experience. Through collaboration with its clients, the firm has authored and implemented more than 330 award-winning applications for CDFI credit unions resulting in $800,000,000 in US Treasury CDFI Awards. As part of its community development consulting, CU Strategic Planning unlocks opportunities for credit unions to change their communities by strategically managing credit unions' transition to the community development business model. This includes DEI strategy, executive recruiting, product and policy enhancement to increase the yield on assets and impacts to the community, and developing pipelines of loans from new community partners.