Senior Management Team
Meet the accomplished professionals who direct Truliant's day-to-day operations.
Beth Eller, Senior Vice President, Mortgage Lending
Beth joined Truliant in 2019. She is responsible for the leadership, performance, growth, administration and strategic direction of Truliant Mortgage Services. She leads Truliant’s mortgage lending operations, and develops new services that best meet member needs.
Beth joined Truliant in 2019. She is responsible for the leadership, performance, growth, administration and strategic direction of Truliant Mortgage Services. She leads Truliant’s mortgage lending operations, and develops new services that best meet member needs.
Chad Frye (he/him), Senior Vice President, Facilities and Administrative Services
Chad Frye joined Truliant in 1993. He is responsible for all aspects of facilities management at Truliant, including facilities, general services, security, and vendor management. He oversees site selection, disposition of property, building design, new construction, repairs and maintenance, and the managing of lease renewals and landlord relationships.
Chad Frye joined Truliant in 1993. He is responsible for all aspects of facilities management at Truliant, including facilities, general services, security, and vendor management. He oversees site selection, disposition of property, building design, new construction, repairs and maintenance, and the managing of lease renewals and landlord relationships.
Linell Johnson (he/him), Senior Vice President, Controller
Linell Johnson joined Truliant in 1994. He is responsible for strategic and operational oversight of accounting, credit risk management, electronic funds and payment processing, and financial analysis departments. His oversight includes recommendations of operational strategies, financial performance in relationship to goals, budgeting and the financial wellbeing of the credit union. Additionally, he is responsible for performing risk analysis, fixed asset management, and ACH processing.
Linell Johnson joined Truliant in 1994. He is responsible for strategic and operational oversight of accounting, credit risk management, electronic funds and payment processing, and financial analysis departments. His oversight includes recommendations of operational strategies, financial performance in relationship to goals, budgeting and the financial wellbeing of the credit union. Additionally, he is responsible for performing risk analysis, fixed asset management, and ACH processing.
Steve Koelsch, Senior Vice President, Commercial Lending
Steve Koelsch joined Truliant in 2021. He is responsible for strategic and operational oversight of Truliant’s Business Services. Koelsch oversees commercial and U.S. Small Business Administration lending, and Truliant’s regional offices in Greensboro and Charlotte, N.C.
Steve Koelsch joined Truliant in 2021. He is responsible for strategic and operational oversight of Truliant’s Business Services. Koelsch oversees commercial and U.S. Small Business Administration lending, and Truliant’s regional offices in Greensboro and Charlotte, N.C.
Precious McCloud (she/her), Senior Vice President, Diversity, Equity and Inclusion
Precious McCloud joined Truliant in 2013. She is responsible for ensuring the successful implementation of initiatives that advance Truliant’s diversity management capacity and its presence as a financial institution of choice.
Precious McCloud joined Truliant in 2013. She is responsible for ensuring the successful implementation of initiatives that advance Truliant’s diversity management capacity and its presence as a financial institution of choice.
Kim Alderman, Vice President, Member Experience, Branches
Kim Alderman joined Truliant in 2016. She oversees Truliant's network of more than 30 branches, including branch operations, supervision of regional and operational directors, associated product management, and overall branch administration and strategy. Additionally, she is responsible for the Truliant at Work Program, which provides our Business Partners with a robust financial education program to complement their employee benefits package. Alderman effectively ensures that all member interactions and transactions serve our mission to improve lives.
Kim Alderman joined Truliant in 2016. She oversees Truliant's network of more than 30 branches, including branch operations, supervision of regional and operational directors, associated product management, and overall branch administration and strategy. Additionally, she is responsible for the Truliant at Work Program, which provides our Business Partners with a robust financial education program to complement their employee benefits package. Alderman effectively ensures that all member interactions and transactions serve our mission to improve lives.
Tricia Beeker (she/her), Vice President, Marketing
Tricia Beeker joined Truliant in 2018. She oversees Truliant’s traditional and digital marketing efforts, including advertising, public relations, social media, Truliant’s website, online and mobile banking platforms, and targeted promotional tactics. Tricia leads the development, planning, implementation and reporting of integrated marketing strategies by working closely with cross-functional teams throughout the organization to elevate Truliant’s mission and brand message.
Tricia Beeker joined Truliant in 2018. She oversees Truliant’s traditional and digital marketing efforts, including advertising, public relations, social media, Truliant’s website, online and mobile banking platforms, and targeted promotional tactics. Tricia leads the development, planning, implementation and reporting of integrated marketing strategies by working closely with cross-functional teams throughout the organization to elevate Truliant’s mission and brand message.
Kenneth Bright (he/him), Vice President, Organizational Development and Training
Kenneth Bright joined Truliant in 2012. He is responsible for constructing engaging employee experiences that directly impact the member experience and foster the credit union’s core values of Member Focus, Service, Guidance, and Relationships. His role encompasses all aspects of employee learning journeys, leadership development and building employee engagement programs that ensure the successful immersion of employees into Truliant’s workplace culture.
Kenneth Bright joined Truliant in 2012. He is responsible for constructing engaging employee experiences that directly impact the member experience and foster the credit union’s core values of Member Focus, Service, Guidance, and Relationships. His role encompasses all aspects of employee learning journeys, leadership development and building employee engagement programs that ensure the successful immersion of employees into Truliant’s workplace culture.
Jeremy Cline, Vice President of Member Success and Loyalty
Jeremy Cline joined Truliant in 2006. He is responsible for organizing, planning and directing the activities of Truliant's member satisfaction, member relationship management, product strategy and development areas.
Jeremy Cline joined Truliant in 2006. He is responsible for organizing, planning and directing the activities of Truliant's member satisfaction, member relationship management, product strategy and development areas.
Bijal Gami, Vice President, Payments
Bijal Gami joined Truliant in 2021. He is responsible for advancing payments solutions at Truliant and for the architecture and vision of its card payment strategy. He oversees Card Services and Fraud Management.
Bijal Gami joined Truliant in 2021. He is responsible for advancing payments solutions at Truliant and for the architecture and vision of its card payment strategy. He oversees Card Services and Fraud Management.
Don Jackson, Vice President, SBA Lending
Don Jackson joined Truliant in 2020. He is responsible for growing the credit union’s Small Business Administration (SBA) loan portfolio, and development of SBA loan objectives, strategic direction, policies, and practices.
Don Jackson joined Truliant in 2020. He is responsible for growing the credit union’s Small Business Administration (SBA) loan portfolio, and development of SBA loan objectives, strategic direction, policies, and practices.
Michelle Jenkins (she/her), Vice President, Financial Fraud Investigation
Michelle Jenkins joined Truliant in 2023. She is responsible for the strategic oversight and architecture of Truliant’s fraud and loss mitigation strategies across all banking channels. Additionally, she oversees the development of policies and procedures to detect and prevent fraud activities.
Michelle Jenkins joined Truliant in 2023. She is responsible for the strategic oversight and architecture of Truliant’s fraud and loss mitigation strategies across all banking channels. Additionally, she oversees the development of policies and procedures to detect and prevent fraud activities.
Rich Mullins (he/him), Vice President, Real Estate and Facilities
Rich Mullins joined Truliant in 2022. He is responsible for management and oversight of general services, property administration, real estate acquisitions, and facilities repairs, maintenance, and project management areas.
Rich Mullins joined Truliant in 2022. He is responsible for management and oversight of general services, property administration, real estate acquisitions, and facilities repairs, maintenance, and project management areas.
Zach Nichols, Vice President, Commercial Market Executive, Triad
Zach Nichols joined Truliant in 2021. Nichols oversees the growth and management of the credit union’s business loan portfolio in the Triad. He is responsible for increasing awareness of the regional business lending program and providing strategic direction to its lending team.
Zach Nichols joined Truliant in 2021. Nichols oversees the growth and management of the credit union’s business loan portfolio in the Triad. He is responsible for increasing awareness of the regional business lending program and providing strategic direction to its lending team.
Paul Southern, Vice President, IT Infrastructure and Operations
Paul Southern joined Truliant in 2018. He is responsible for ensuring the effective build, rollout and operations of Truliant’s technology infrastructure. Southern works closely with senior management to implement technologies that support the credit union’s operational and strategic IT goals.
Paul Southern joined Truliant in 2018. He is responsible for ensuring the effective build, rollout and operations of Truliant’s technology infrastructure. Southern works closely with senior management to implement technologies that support the credit union’s operational and strategic IT goals.
Mark Testerman, Vice President, Member Experience, Contact Center
Mark Testerman joined Truliant in 2021. He is responsible for Truliant’s call center, overseeing strategic direction, operational effectiveness, new programs, and service levels. His oversight includes phone lending and member experience within phone, email, chat and third-party partners.
Mark Testerman joined Truliant in 2021. He is responsible for Truliant’s call center, overseeing strategic direction, operational effectiveness, new programs, and service levels. His oversight includes phone lending and member experience within phone, email, chat and third-party partners.
B.J. Whisler, Vice President, Treasury
B.J. Whisler joined Truliant in March of 2020. He leads Truliant’s Treasury Department and chairs its asset and liability committee. In addition to managing Truliant’s investment securities portfolio, he provides expertise in market risk evaluations, securities and corporate liquidity and funding, pricing strategy, and capital planning.
B.J. Whisler joined Truliant in March of 2020. He leads Truliant’s Treasury Department and chairs its asset and liability committee. In addition to managing Truliant’s investment securities portfolio, he provides expertise in market risk evaluations, securities and corporate liquidity and funding, pricing strategy, and capital planning.
Bart Willey, Vice President, Commercial Market Executive, Upstate South Carolina
Bart Willey joined Truliant in 2022. He is responsible for leading Truliant’s Upstate commercial lending team and its regional business office. Willey is also responsible for developing outreach to businesses across the market.
Bart Willey joined Truliant in 2022. He is responsible for leading Truliant’s Upstate commercial lending team and its regional business office. Willey is also responsible for developing outreach to businesses across the market.
Judy Wishnek, Vice President, Commercial Market Executive, Charlotte
Judy Wishnek joined Truliant in 2019. She helps set strategic direction for Truliant’s commercial line of business, including enhanced product development. Wishnek oversees Truliant’s Charlotte business lending office, its regional business loan portfolio, and commercial real estate investments.
Judy Wishnek joined Truliant in 2019. She helps set strategic direction for Truliant’s commercial line of business, including enhanced product development. Wishnek oversees Truliant’s Charlotte business lending office, its regional business loan portfolio, and commercial real estate investments.
To contact a member of Truliant's Senior Management Team, email: [email protected]. This contact information is not to be used for vendor solicitation.
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