Heritage Financial Credit Union logo

Heritage Financial Credit Union Employee Directory

BankingNew York, United States51-200 Employees

Heritage Financial Credit Union is a community-focused financial cooperative based in Middletown, New York, serving residents across several surrounding counties. Founded in 1940, it operates as a not-for-profit organization with member accounts insured by the National Credit Union Administration for up to $250,000. It offers full-service banking, including checking, savings, loans, and online banking, while reinvesting earnings to reduce rates and support financial education, philanthropy, and community initiatives.

The credit union targets people who live, work, worship, or study in Orange, Ulster, Dutchess, Rockland, Sussex, and Pike counties, with accounts available for a minimal initial deposit. It emphasizes personalized, consistent service to members, aligning its operations with broader community development and financial literacy goals. In 2023, Heritage Financial Credit Union announced a collaboration with Upstart Holdings to provide personal loans, reflecting a strategic expansion of its lending options.

Find Heritage Financial Credit Union employees' phone numbers or email addresses

Heritage Financial Credit Union Global Highlights

Location
Employees

North America
175

Minus sign iconPlus sign icon
  • United States Of America
    174
  • Canada
    1

Europe
1

Minus sign iconPlus sign icon
  • Germany
    1

Heritage Financial Credit Union's Leadership

  • Stylized image of a person
    J. I.
    Vice President Of Risk Management
    Phone icon
  • Stylized image of a person
    M. M.
    Vice President , Human Resources
    Phone icon
  • Stylized image of a person
    L. C.
    President
    Phone icon
  • Stylized image of a person
    S. B.
    Avp Of Retail Banking
    Phone icon
  • Stylized image of a person
    D. L.
    Director Of Client Relations
    Phone icon
  • Stylized image of a person
    N. V.
    Data Analytics & Strategy Lead
    Phone icon
  • Stylized image of a person
    J. E. V.
    Lead Teller
    Phone icon
  • Stylized image of a person
    N. W.
    Collections Manager
    Phone icon

Heritage Financial Credit Union Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Information Technology
  • Business
  • Finance
  • Other

Contact profiles from Heritage Financial Credit Union

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. H.
    Project Manager
    Phone icon
    Apr 24, 2026
  • Stylized image of a person
    S. D.
    Branch Manager
    Phone icon
    Mar 25, 2026
  • Stylized image of a person
    S. S.
    Senior Mortage Executive
    Phone icon
    May 28, 2026
  • Stylized image of a person
    E. R.
    Mortgage Loan Officer
    Phone icon
    Jun 10, 2026
  • Stylized image of a person
    C. J.
    Mortgage Underwriter
    Phone icon
    Mar 25, 2026

Frequently Asked Questions

What is Heritage Financial Credit Union known for?

Minus sign iconPlus sign icon
Heritage Financial Credit Union was founded in 1940 operates in the Banking industry; you can contact the main corporate office by phone at . Explore Heritage Financial Credit Union's company overview page for more information.

What is Heritage Financial Credit Union's most common email format?

Minus sign iconPlus sign icon
Heritage Financial Credit Union employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Credit Union email formats with LeadIQ.

How many employees does Heritage Financial Credit Union have currently?

Minus sign iconPlus sign icon
Heritage Financial Credit Union has approximately 143 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Heritage Financial Credit Union's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Heritage Financial Credit Union's key employees include:

  • Vice President Of Risk Management: J. I.
  • Vice President , Human Resources: M. M.
  • President: L. C.
  • Avp Of Retail Banking: S. B.
  • Director Of Client Relations: D. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.