LEVERAGE Monthly Newsletter

LEVERAGE has a virtual army of professionals in the Credit Union Audit & Compliance Group (CUACG) team ready to serve your credit union in numerous ways to ensure compliance and give you peace of mind that all of your information is audit-ready. We would like to introduce you to some of these outstanding industry veterans.

Getting to Know Marcus King

Marcus King
Vice President
Audit & Compliance

Marcus King is vice president of the CUACG team and has been with the group for seven years. A graduate of Freed Hardeman University, Marcus has more than seven years of experience in auditing credit unions.

What’s your favorite hobby? Playing golf

Where is your favorite place you’ve traveled to? Boston

Favorite quote? The journey of a thousand miles begins with a single step.

Pet-peeve? Not being on time.

Which celebrity do you look like? In my younger years, people said I looked like Ashton Kutcher several times.

Greatest accomplishment? Passed the CPA Exam

Best advice to credit unions for 2021? Look at every situation you are in as a learning experience. We are never too old to learn something.

Getting to Know Nicole Irwin

Nicole Irwin
Director of Business Development and Client Relations

Nicole Irwin is the Director of Business Development and Client Relations for the CUACG Team, which she has been part of for four years. She is a graduate of Austin Peay State University.

What’s your favorite hobby? Playing fetch with my German Shepherds

Where is your favorite place you’ve traveled to? Aruba, with Las Vegas as a close second.

Favorite quote? “May the wind always be on your back and the sun upon your face and may the winds of destiny carry you aloft to dance with the stars.”

Pet-peeve? Stepping out of the shower with wet feet

Which celebrity do you look like? Years ago, and when I am blonde, people have said I looked like Katherine Heigl, although I never saw that.

Greatest accomplishment? Graduated with my Masters in Accounting

Best advice to credit unions for 2021? Look at 2020 as a positive situation and how much we can actually grow and improve with anything thrown at us. Never give up.


Getting to Know Evan Irwin

Evan Irwin
Staff Auditor

Evan Irwin has been a staff auditor for CUACG team for three years. A graduate of Dalton State College, Evan has more than six years of experience in accounting/auditing.

What’s your favorite hobby? Playing golf or Hunting/Fishing

Where is your favorite place you’ve traveled to? Maho Beach, St Maarten

Favorite quote? “Ain’t nothing to it, but to do it” - Ronnie Coleman

Pet-peeve? Organization

Greatest accomplishment? Graduating college

Best advice to credit unions for 2021? Be ever-evolving as we do not know what tomorrow holds.

Getting to Know Nancy Walker

Nancy Walker
Part Time Staff Auditor

Bachelor of Arts in Management and Human Relations, Nashville State Technical Institute with an associate’s degree in computer accounting. She also is a Certified Credit Union Executive from the University of Wisconsin/CUNA. Nancy started working at a credit union when she was 16 as an after-school job and managed two credit unions since 1993. She last served as a credit union CEO for 19 years before retiring and beginning her second career as a part-time auditor. Nancy has more than 44 years of experience working with credit unions.

What’s your favorite hobby? Playing with my Grands (seven of them) and reading, exercising

Where is your favorite place you’ve traveled to? Key West

Favorite quote? Robert Frost-The Road Less Traveled I shall be telling this with a sigh Somewhere ages and ages hence: Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.

Pet-peeve? Untidiness

Greatest accomplishment? My career, in the challenges I faced as a woman during the ’70s, ’80s, and ’90s and beyond -- especially trying to raise my two children and have a career.

Best advice to credit unions for 2021? Never forget you were hired to be a “change agent”


Getting to Know Collin Joiner

Collin Joiner
Staff Auditor

Collin Joiner is the West Tennessee Staff Auditor for the CUACG Team, joining CUACG 8 months ago. Collin is a proud graduate of The University of Tennessee at Martin.

What’s your favorite hobby? Hunting and Fishing

Where is your favorite place you’ve traveled to? The duck blind

Favorite quote? The only thing in life that’s guaranteed, there are no guarantees.

Pet-peeve? Having to stop when I am in the middle of something.

Which celebrity do you look like? My girlfriend says I look like Tom Holland.

Greatest accomplishment? Graduating college

Best advice to credit unions for 2021? Be open to new and different ideas.

Getting to Know Amanda Lenhart

Amanda Lenhart
Audit & Compliance Support Specialist

Amanda Lenhart has been the Audit & Compliance Support Specialist for the CUACG Team for three years. She has worked in the credit union industry for more than 5 years in Michigan and Alabama.

Which office do you work from? Birmingham

What’s your favorite hobby? Anything artsy

Where is your favorite place you’ve traveled to? Asheville, N.C.

Favorite quote? If you look at what you have in life, you’ll always have more. If you look at what you don’t have in life, you’ll never have enough.

Pet-peeve? Over-promising and under-delivering.

Which celebrity do you look like? I believe I’m one of a kind!

Greatest accomplishment? Moving to a new state all on my own and starting from the ground up.

Best advice to credit unions for 2021? Let CUACG handle your auditing needs!


Getting to Know TaKeya Robertson

TaKeya Robertson
Staff Auditor

TaKeya Robertson has been a staff auditor for CUACG Team for almost two years. She is a graduate of The University of Alabama with more than five years of experience in accounting.

What’s your favorite hobby? Reading and watching TV

Where is your favorite place you’ve traveled to? Jamaica. I LOVE a nice beach day.

Favorite quote? As of 2020, “When you can’t find the sunshine, be the sunshine!”

Pet-peeve? Dishonesty.

Greatest accomplishment? Graduating from The University of Alabama with a B.S. in Accounting.

Best advice to credit unions for 2021? Even though an audit can be stressful, your auditor(s) are there to assist your credit union stay on the right track. Remember, we are here to help!

Getting to Know KhaTara Lott Evans

KhaTara Lott Evans
Staff Auditor

KhaTara Lott Evans has been a Staff Auditor for CUACG Team for one year. She is a graduate of Auburn University at Montgomery with more than four years of experience in auditing.

What’s your favorite hobby? Shopping and traveling

Where is your favorite place you’ve traveled to? Jamaica

Favorite quote? Be the change you wish to see in the world.

Pet-peeve? Being late

Which celebrity do you look like? Many people say I favor Gabrielle Union.

Greatest accomplishment? Starting my own business

Best advice to credit unions for 2021? Don’t stress about yesterday. Be grateful for today.


Getting to Know Stephanie Moore

Stephanie Moore
Senior Auditor

Stephanie Moore is a Senior Auditor for CUACG Team and has been a part of the CUACG Team for 4 years/ 9 months. Stephanie is a proud graduate of the University of Alabama at Birmingham with more than 19 years of experience in Accounting with almost 8 years of experience in auditing.

What’s your favorite hobby? Reading, dancing and singing

Where is your favorite place you’ve traveled to? Paris, France

Favorite quote? I took the one less traveled by, and that has made all the difference.” ~Robert Frost The Road Less Traveled

Pet-peeve? Slow drivers in the passing lane (I’m not a fast driver; however, if I need to pass a slower driver than myself…why do I always get stuck behind someone driver slower in the passing lane…ugghhh, lol!!)

Which celebrity do you look like? RIP…Whitney Houston (Bodyguard days and prior, lol)

Greatest accomplishment? I have two…Motherhood and obtaining two Degrees.

Best advice to credit unions for 2021? We took 2020 by the horns and 2021 will be just as challenging, but together as a community, who specializes in the business of helping others, should help one another. Share the knowledge of how to increase loans, service to members, investment strategies, and marketing.



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With LEVERAGE Rewards, your credit union's rewards program can easily tie in with your LEVERAGE Payment Solutions because LEVERAGE Payment Solutions goal is to deliver all your credit union needs related to debit, credit, chargeback, gift card, rewards, and ATM solutions.

“A solid selling point is that LEVERAGE Rewards can be a white label program. This means the cardholders are empowered with the knowledge of exactly who is rewarding them. The card holders will be given a website where they can check and know it’s the credit union versus a ‘big box name’ rewards site,” explains Lindsey Cole, LEVERAGE’s Chief Operating Officer. “Another part of LEVERAGE Rewards is we offer a local merchant gift card programs to help support businesses important to credit unions and their members. This is a great way to deepen small business relationships while supporting local economies. Credit unions are rooted in this kind of support.”

LEVERAGE Rewards designs, consults and administers customized loyalty rewards solutions that create profitable portfolio momentum for credit unions.

Credit Union Objectives

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Contact your LEVERAGE Business Development Consultant today to learn more at Consulting@myleverage.com.

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Why your credit union might be interested in our solution?

Vehicle owners have loans on up to 70% of total loss claims. Over half of those loans have negative equity and require a letter of guarantee prior to settlement. In order for the credit union to be paid once a vehicle is totaled, insurance companies and lenders have to exchange phone calls, faxes and emails. It’s a tedious process for everyone involved. Using our Total-Loss Payoff solution, on average, it takes under 2 days to receive a letter of guarantee versus the industry standard of 10+ days.

Through our relationship with IAA, we are hands down the industry leader in total-loss transactions. Our solution currently has over 1,500 active lenders and includes 32 active tier 1 and tier 2 insurance providers. In 2020, we completed more than 48,000 transactions and we have paid off over $500MM in liens.

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Contact DDI today!

Troy Moore

In the credit union industry, we know there's more to a credit or debit card than consumers and members realize.

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In the LSCU's Podcast, Common Cents, research indicates most Americans believe healthcare coverage is the most important benefit when it comes to choosing or staying with an employer.

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This week on Common Cents, The LSCU Podcast, you’ll learn more about LEVERAGE Benefits Group and why they are the best choice for credit unions and your staff. You can listen right here.

Learn more here.