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Credit Union West Welcomes Jeff Lee as Chief Lending Officer

Posted by on March 2, 2026

Credit Union West has appointed Jeff Lee as its Chief Lending Officer, effective March 9. Lee brings extensive executive experience across consumer, mortgage, commercial, and business financing, along with a strong track record of building high-performing teams and delivering exceptional member experiences.

Lee joins Credit Union West following senior leadership roles at TruWest Credit Union, where he led strategic growth initiatives and enhanced solutions designed to expand access and create opportunity. His background in operations and cross-functional leadership positions him to accelerate momentum across the organization’s lending platform.

“Jeff is a thoughtful, strategic leader who understands that financing is about more than transactions – it’s about opening doors,” said Karen Roch, President and CEO of Credit Union West. “His experience, integrity, and commitment to developing strong teams will enhance our ability to deliver meaningful solutions while continuing to grow responsibly.”

A graduate of Arizona State University with a Bachelor of Science in Accounting, Lee pairs financial expertise with deep Arizona roots. His understanding of the state’s economic landscape and the evolving needs of families and businesses aligns closely with Credit Union West’s mission to inspire financial confidence and enhance quality of life.

As Chief Lending Officer, Lee will oversee mortgage and consumer lending operations while guiding crucial strategy, ensuring the credit union and its members continue to thrive. He will collaborate with executive leadership to advance innovation, streamline processes, and provide members with access to competitive, relationship-driven solutions that support long-term success.

“I’m excited to join Credit Union West at a time of meaningful opportunity,” Lee said. “Helping families achieve homeownership, supporting businesses ready to expand, and guiding members through important financial milestones is work that truly matters. What drew me here is the organization’s strong commitment to relationships and sustainable impact. I look forward to expanding access to responsible solutions and partnering with our teams to support financial well-being throughout Arizona.”

Lee will partner with current lending leadership, including Bob Birr, to ensure a smooth transition and continued operational continuity. Birr will be retiring later this summer.

Posted in Arizona, Leadership, Regional Member News.

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