Director of Real Estate Services – Credit Union & Banking Channel

Juan Moreno leads the Credit Union and Banking Channel with a focus on one core principle: delivering a real estate experience that reflects the same level of trust, care, and professionalism members expect from their financial institution.

With a background in residential real estate, marketing strategy, and client experience, Juan brings a relationship-driven yet systems-oriented approach to the program — emphasizing strong communication, accountability, responsiveness, and consistency at every stage of the transaction.

Working closely with lending teams, branch leadership, and First Team agents, Juan’s role centers on strengthening collaboration between all parties involved in the member journey. His focus is not only on helping members successfully buy or sell a home, but on ensuring they feel informed, supported, and confidently guided throughout the process.

Under his leadership, the program remains committed to maintaining high service standards while continuously improving the member experience through better communication, stronger agent alignment, and long-term partnership growth.

By combining personalized service with operational structure and strategic oversight, Juan is helping shape a program designed to create lasting value for both members and institutional partners alike.

Directors of Real Estate Services – Credit Union & Banking Channel

At the intersection of real estate and financial wellness, Marcel Atallah and Vanessa Beeson serve as the trusted Directors of Real Estate Services for our Credit Union and Banking partners. Together, they lead a team dedicated to ensuring that every member and client—from first-time buyers to seasoned investors—receives an exceptional real estate experience, backed by exclusive benefit packages tied directly to their financial institution.

With over 40 years of combined experience, Marcel and Vanessa specialize in navigating the buying and selling process through the unique lens of credit union and bank member needs. Their role is simple yet powerful: to make real estate feel seamless, rewarding, and fully aligned with each member's financial goals.

By cultivating strong relationships with loan officers, branch managers, and institution leadership, they ensure every transaction is not only full-service—but also packed with financial perks that can save members thousands. These benefits often include discounted commission rates, closing cost credits, rate buy-down assistance, and more—all curated to reward member loyalty and enhance financial freedom.