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The Day - Friends & Neighbors: Mystic woman helping others with finances - News from southeastern Connecticut


Friends & Neighbors
Frances Godek Goodman
Frances Godek Goodman of Mystic has spent her professional career focused on financial education, and now she has written a book to transmit a lifetime of knowledge.
“I started my career teaching at Bay Path University,” she said in an email. “I left teaching to become the co-founder of the Center for Tax Education and Research, a 501(c)(3) educational foundation.”
After the center’s dissolution, she took a position as a financial counselor and educator/trainer with the U.S. Naval Submarine Base in Groton.
Now retired, she recently penned an eBook, “Small Steps and Stories to Achieve Financial Security.” It is free on Amazon Kindle, and costs 99 cents if not a member. Sales are being donated to veteran organizations. ....

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The Day - Business Briefs - News from southeastern Connecticut


Charter Oak Federal Credit Union has named
Susan Shepherd as its new Mortgage Officer. Shepherd joined Charter Oak in 2018 in its banking operations. Shepherd has worked in the banking industry for more than 30 years, with 25 of those years dedicated exclusively to providing mortgages for homeowners across eastern Connecticut. To reach her directly, call 860-235-6346 or email sshepherd@cofcu.com.
Kevin Gervasini has been promoted to Lending Manager at
Westerly Credit Union. He began his Westerly Community Credit Union career in 2015 as a Member Service Representative, was promoted to Lending Assistant and then moved up to Consumer Loan Officer. Most recently, he has served as a Senior Underwriter. For more information, visit www.westerlyccu.com/careers. ....

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Charter Oak named No. 1 mortgage lender for 11 consecutive years


Charter Oak named No. 1 mortgage lender for 11 consecutive years
Staff Report
Charter Oak Federal Credit Union is the No. 1 residential mortgage lender in eastern Connecticut for the 11th consecutive year, originating more than 900 mortgages in New London and Windham counties combined during 2020 with a total value exceeding $138 million. 
Since 2010, when Charter Oak first became the top residential lender in eastern Connecticut, the credit union has originated almost 11,000 mortgages in both counties combined with a total value of nearly $1.4 billion, based on annual data compiled by The Warren Group’s Residential Mortgage Marketshare Report.  
Over the course of 2020, Charter Oak originated 923 residential mortgages in New London and Windham counties combined with a total value of $138.3 million, which exceeded all of the other local and national banks and credit unions serving the two counties, based on The Warren Group’s data. The next closest competito ....

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