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Oak Tree Business Systems, Inc. informally known as Oak Tree is a privately held organization that provides compliant documents and forms only for Credit Unions in the United States.

History
Oak Tree was born in 1980 from the credit insurance industry. Clyde Coxey was the founder among the first batch of employees of insurance carrier Transamerica, which at the time did business as TOP/CRI -Creditor Resources Inc. based in Atlanta, Georgia. Oak Tree Systems began to provide credit union customers a forms product that helped grant loans and sell credit insurance as the forms solution for Transamerica.

In 1983, Oak Tree Systems relocated to Orange, California and became Oak Tree Business Systems, Inc. independent of CRI/currently Transamerica Corporation. Consumer protection laws in the U.S. became more stringent and Oak Tree developed a purpose all of its own.

In 1985, Oak Tree Business Systems, Inc. relocated to Big Bear Lake, California providing document printing services and customized forms to all Credit Unions in America.

In 1991, Oak Tree’s full attention turned to the forms needs of The Credit Union Industry employing Richard Gallagher’s computer expertise who pioneered streamline documents serving regulated forms for Credit Unions only.

In 2013 Oak Tree opened its second location in Costa Mesa, California.

Products and services
Oak Tree Business Systems, Inc. provides forms required to sign up new credit union members, forms for both open-end and closed-end consumer lending, open-end and closed-end home equity lending, member business lending, and any other credit union forms compliant with state and federal regulations. Services of mapping or ‘data linking’ forms to the systems in use by credit unions.

Employees and Locations
In 1999 Mrs .Genelle Rich joined Oak Tree Business Systems, Inc. now President.

In 2001, Owner Clyde Coxey retired who then elected and appointed Richard Gallagher as President, now the current CEO.

Founder Clyde W. Coxey passed away March 2014.