League Representatives

Your League Representative serves as your personal, day-to-day link between Cornerstone Credit Union League and your credit union. The goal of League Representatives is to initiate contact and/or visit with each credit union on a regular basis. However, they are available at any time to serve your institution as your needs dictate. All of the services provided to your credit union by your League Representative is paid for by your membership dues. There is not an additional charge for our core services.

Your League Representative is available to provide immediate assistance in the following areas:

  • Provide "hands on" assistance in areas of management and operations.
  • Inform and update credit unions regarding all League initiatives, programs, services, activity, education, and training.
  • Perform operational and financial analysis of individual credit unions, utilizing Asset/ Liability Management techniques, and provide recommendations to support the institution’s financial integrity.
  • Provide enhanced regulatory and compliance communication and assistance.
  • Support the Advocacy initiatives of the League with individual credit unions to encourage increased awareness and political involvement.
  • Help credit unions develop proper policies and procedures for credit union operations.
  • Help credit unions comply with actions required by the regulatory agencies.
  • Help coordinate and serve in the Chapter Liaison program.
  • Assist interested groups to charter new credit unions or assist them in joining an existing credit union.
  • Serve as a representative of the League at chapter meetings, annual meetings, and other industry related meetings and conferences.
  • Promote membership in the League in order to strengthen the credit union movement and its objectives.
  • Highlight and provide awareness of League services to non-member and associate member credit unions.
  • Conduct on-site training for boards, committees, management, and staff. These sessions are broad in nature and last approximately one hour in length. 

Training is available in the following areas:

  • Duties and Responsibilities of the Board of Directors
  • Duties and Responsibilities of the Supervisory Committee
  • ID Theft / Red Flag
  • Business Ethics
  • Providing Superior Member Service
  • How to Cross-Sell Effectively
  • Robbery Prevention and Preparedness
  • Advocacy
  • League Overview

Your Representatives

Greg Robertson, Ext. 6829
grobertson@cornerstoneleague.coop
Territory Includes:  Abilene, Arlington, Bonham, Brownwood, Bedford, Cleburne, Denton, Fort Worth, Grand Prairie, Midlothian, Paris, San Angelo, Sherman, and Sweetwater credit unions.

Carla Trager, Ext. 6830
ctrager@cornerstoneleague.coop
Territory Includes:  San Antonio, Austin, Rockdale, College Station, McGregor, Mexia, Temple, Sinton, Portland, Kingsville, Bay City, Clute, Bishop, Corpus Christi, Edinburgh, Port Lavaca, Rio Grande City, LaJoya, Brownsville, Waco, Wharton, Pharr, McAllen, Harlingen, Killeen, Teague, Halletsville, and Old Ocean credit unions.

Dan Rangel, Ext. 6821
drangel@cornerstoneleague.coop
Territory Includes:  Houston, Texas City, Alvin, Deer Park, Lake Jackson, Victoria, Beaumont, Liberty, Groves, Orange, Port Arthur, Evadale, Port Neches, Nederland, Houston, Huntsville, Katy, Clute, Tomball, La Porte, Baytown, Alvin, Bellaire, College Station, Bridge City, Dickinson, Brenham, Pasadena, Sugar Land, Galena Park, Humble, Galveston, and El Paso credit unions.

Paula Upchurch, Ext. 6822
pupchurch@cornerstoneleague.coop
Territory Includes: Territory Includes: Atlanta, Diboll, Longview, Lone Star, Lufkin, Marshall, Rusk, Nacogdoches, Palestine, Texarkana, and Tyler credit unions.

VACANT
Territory Includes: Amarillo, Borger, Big Spring, Brownfield, Corsicana, Dallas, Dumas, Friona, Fritch, Gainesville, Garland, Greenville, Hereford, Irving, Kermit, Lamesa, Laredo, Levelland, Lubbock, Mesquite, Midland, Pampa, Perryton, Plano, Richardson, Seagoville, Slaton, Stinnett, Odessa, Waxahachie, Wichita Falls, Windthorst, and Yantis credit unions.

Kim Patrick, 405-445-1516
kpatrick@cornerstoneleague.coop
Territory includes: Oklahoma - Ada, Anadarko, Ardmore, Bartlesville, Broken Arrow, Davenport, Duncan, El Reno, Henryetta, McAlester, Midwest City, Muskogee, Norman, Oklahoma City, Ponca City, Sand Springs, Shawnee, Stillwater, and Tulsa; Arkansas - Arkadelphia, Benton, Blytheville, Camden, Crossett, El Dorado, Fayetteville, Fort Smith, Jacksonville, Little Rock, Malvern, North Little Rock, Pine Bluff, Russellville, Searcy, Subiaco, and Warren; Texas - Bonham, Paris, and Sherman credit unions.

Small Credit Union Representative

Lorri Gaither, Assistant Vice President, Small CU Development, Ext. 6423
lgaither@cornerstoneleague.coop