José Montero, CPA, CIA, CCUE

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

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Bio

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Credentials

  • Accredited ACH Professional
    Nacha
    Oct, 2022
    - Sep, 2024
  • Certified Credit Union Executive (CCUE)
    Credit Union National Association
    Jul, 2021
    - Sep, 2024
  • Certified Public Accountant
    State Board of CPAs of Louisiana
    Feb, 2014
    - Sep, 2024
  • Certified Internal Auditor (CIA)
    The Institute of Internal Auditors Inc.
    Jan, 2021
    - Sep, 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 Bank, N.A.
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Personal Banker
      • Jun 2011 - Jan 2013
  • America's Pizza Company
    • 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

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