Heather Kepley Roosa possesses extensive experience in the SBA loan sector, currently serving as an SBA Closer at DFCU Financial since January 2019. Prior roles include SBA Closer II at First Home Bank from August 2017 to January 2019, SBA Coordinator at Aquesta Bank & Insurance from May 2015 to August 2017, and multiple positions including SBA Loan Documentation Specialist, Credit Analyst, and Collateral Analyst at Wells Fargo from September 2010 to May 2015. Heather holds two Bachelor of Arts degrees in International Business and German Studies from Lenoir-Rhyne University, completed between 1994 and 1998.
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DFCU Financial
DFCU Financial offers full-service branches in Michigan and Florida and is consistently ranked one of the top credit unions in the country by Forbes. We’re proud to be an award-winning workplace named a “Top 100 Workplace” by the Detroit Free Press & one of the “101 Best and Brightest Companies to Work For” in the Metropolitan Detroit & West Michigan regions. We’re looking for service-oriented team players who want to be part of an expanding organization. We offer: Medical, dental and vision insurance Wellness initiatives and reimbursements Health savings accounts Company-provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child Short and long term disability plans paid for by company Flexible spending accounts (medical and dependent care) Pre-paid legal services Numerous fun employee events throughout the year Volunteer and community engagement opportunities 401(k) plan match, dollar for dollar up to 4% 401(k) additional employer contribution after one year at 5% Gain share / bonus program Tuition reimbursement / Education assistance Ongoing training opportunities Leadership development program Federally insured by NCUA. DFCU Financial is an equal opportunity lender. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives at DFCU are registered through CFS, and are licensed to transact securities business in Michigan. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.