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Annual Report

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2020 Annual Report

President & CEO's Message 

"The year 2020 was unbelievably challenging for us all. Meriwest quickly took unprecedented steps to get in front of the pandemic to protect our members and our staff. Our goal was to open the doors while keeping all safe. Looking back over the last year, there were teachable moments that made us all smarter, nimbler and better equipped to face adversity. Meriwest learned to pivot while still providing the service you and our community expects. As I said in last year’s report, Together as One.

Last year, we learned that through the power of virtual engagement, we could still connect with our community and accomplish so much. Again, 100% of the Meriwest Team volunteered their time and money to various non-profit agencies. Our community outreach team provided 170 financial education workshops to over 2,000 adults and young adults. Meriwest Wealth Advisors met virtually with their clients to improve and protect their assets in a very uncertain time. We ag ain sponsored much needed grants through the Federal Home Loan Bank’s Affordable Housing program, distributing over $1.3 million in grants to house the homeless, provide down payments to first time homebuyers, provide pandemic relief and much more.

We learned the rewards from leaning in and stepping up. Many w ithin our community, especially small businesses and their employees, suffered from shelter-in place requirements. We waived fees, extended loans, deferred loan payments, provided Paycheck Protection Program loans and did whatever it took to make life a little easier. The heartfelt letters from our members were truly rewarding.

Low interest rates fueled the desire to refinance existing homes or buy new ones. Meriwest Mortgage had a record year, closing $484 million in residential mortgages, helping many members lower their mortgage payment.

Despite the challenges, our staff voted Meriwest as one of the 2020 Best Places to Work in the Bay Area. We are humbled with this honor and know that it’s our entire team that makes this a better place for us all. Together."

Julie Kirsch, President/CEO 

Download the 2020 Annual Report (PDF)

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