José Montero, CPA, CIA, CCUE

VP of Finance at Meritus Credit Union
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Lafayette, Louisiana, United States, US
Languages
  • English Full professional proficiency
  • Spanish Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Accredited ACH Professional
    Nacha
    Oct, 2022
    - Nov, 2024
  • Certified Credit Union Executive (CCUE)
    Credit Union National Association
    Jul, 2021
    - Nov, 2024
  • Certified Public Accountant
    State Board of CPAs of Louisiana
    Feb, 2014
    - Nov, 2024
  • Certified Internal Auditor (CIA)
    The Institute of Internal Auditors Inc.
    Jan, 2021
    - Nov, 2024

Experience

  • Meritus Credit Union
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP of Finance
      • Jan 2023 - Present

    • Accounting Manager
      • Jan 2021 - Jan 2023

    • Risk Manager
      • Aug 2018 - Jan 2021

    • Accounting Manager
      • Jan 2017 - Aug 2018

    • Compliance Officer/Internal Audit Supervisor
      • Jun 2014 - Jan 2017

    • Card Services Representative
      • Jan 2013 - Jun 2014

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker
      • Jun 2011 - Jan 2013

  • America's Pizza Company, LLC
    • United States
    • Restaurants
    • 1 - 100 Employee
    • Director of Operations
      • Jan 1997 - May 2011

Education

  • Gardner-Webb University
    Masters, Accountancy
    2006 - 2010
  • Belmont Abbey College
    Bachelor of Arts (B.A.)/Bachelor of Science (B.S.), Accounting, Business Management
    2001 - 2005

Community

You need to have a working account to view this content. Click here to join now