Data FAQ Formulas Peer-To-Peer

P2P: Role and Title Formulas (Updated)

Peer-to-Peer contains information for thousands of Executives and Senior personnel at credit unions across the entire country. To access these proprietary data, you can use the formulas below to create custom displays.

Role Formulas: Roles represent how we categorize job functions at a credit union.

Board_Chair
 CEO
 Executive_Assistant
 Head_of_Business_Intelligence
 Head_of_Commercial_Lending
 Head_of_Compliance
 Head_of_Consumer_Lending
 Head_of_Contact_Center
 Head_of_Finance
 Head_of_HR
 Head_of_Investments
 Head_of_Lending
 Head_of_Marketing
 Head_of_Mortgage_Lending
 Head_of_Operations
 Head_of_Payments
 Head_of_Retail_Operations
 Head_of_Risk
 Head_of_Student_Lending
 Head_of_Technology
 Head_of_Training

 

Title Formulas: Titles are the reported job title for a given Role. For example, a person’s title may be “President” but the assigned Role is “CEO”.

CEO_Title
 Executive_Assistant_Title
 Head_of_Business_Intelligence_Title
 Head_of_Collections_Title
 Head_of_Commercial_Lending_Title
 Head_of_Compliance_Title
 Head_of_Consumer_Lending_Title
 Head_of_Contact_Center_Title
 Head_of_Finance_Title
 Head_of_HR_Title
 Head_of_Investments_Title
 Head_of_Lending_Title
 Head_of_Marketing_Title
 Head_of_Mortgage_Lending_Title
 Head_of_Operations_Title
 Head_of_Payments_Title
 Head_of_Retail_Operations_Title
 Head_of_Risk_Title
 Head_of_Student_Lending_Title
 Head_of_Technology_Title
 Head_of_Training_Title

 

Related Content

  • P2P: How To Create A Custom Peer Group

    Peer-to-Peer’s allows you to customize your peer group selections. Tailor your comparison sets to make your analysis more meaningful by comparing one credit union to other credit unions or banks...
  • P2P: How To Analyze Inactive Institutions

    Peer-to-Peer now allows you to analyze currently inactive institutions historically. This function will allow you to include institutions that are not currently active in your peer groups and comparison sets....
  • P2P: Get a Jump Start on Analysis with Early Data

    You don’t have to wait for official data to be released to start your quarterly analysis, Callahan makes it easy to get a head start! As the quarter ends, Callahan...
  • P2P: List of Merged Credit Unions

    View this document to see recent mergers within the credit union industry!