BlastPoint's Credit Union Scorecard

OTERO

Charter #8475 · NM

Community 500M-750M
169 CUs in 500M-750M nationally 2 in NM
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OTERO has 6 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Profitability Leader: Top 31.6% in tier
  • + Credit Quality Leader: Top 88.8% in tier
  • + ROA 0.97% above tier average
  • + Net Interest Margin 0.24% above tier average
  • + Efficiency Ratio: Top 3.6% in tier
  • + Net Worth Ratio: Top 6.5% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 1.8% in tier
  • - Stagnation Risk: Bottom 15.4% in tier
  • - Membership Headwinds: Bottom 28.7% in tier
  • - Credit Quality Pressure: Bottom 28.9% in tier
  • - Total Deposits: Bottom 3.6% in tier
  • - Total Loans: Bottom 4.7% in tier
  • - Indirect Auto Concentration (%): Bottom 5.9% in tier
  • - Total Assets: Bottom 5.9% in tier
  • - Loan-to-Share Ratio: Bottom 8.3% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (NM) National Avg Tier Percentile
Members 33,951
-1.0% YoY+0.0% QoQ
-5.8K 39,752
-2.7% YoY
30,510
+9.1% YoY
33,089
+6.1% YoY
34%
Assets $508.7M
+5.7% YoY+0.7% QoQ
$-113.7M $622.4M
+0.3% YoY
$545.3M
+12.6% YoY
$547.7M
+7.8% YoY
Bottom 5.3% in tier
Loans $247.9M
-0.1% YoY+1.4% QoQ
$-188.0M $435.9M
-0.4% YoY
$367.9M
+14.8% YoY
$388.7M
+8.6% YoY
Bottom 4.1% in tier
Deposits $429.3M
+4.5% YoY+0.1% QoQ
$-108.8M $538.0M
+1.3% YoY
$461.5M
+14.0% YoY
$464.6M
+9.3% YoY
Bottom 3.0% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.6%
+40.8% YoY+3.3% QoQ
+1.0% 0.7%
+33.9% YoY
0.9%
+49.5% YoY
0.7%
+273.4% YoY
Top 5.3% in tier
NIM 3.7%
+17.5% YoY+1.5% QoQ
+0.2% 3.4%
+8.6% YoY
3.9%
+6.9% YoY
3.7%
+5.0% YoY
68%
Efficiency Ratio 61.1%
-8.4% YoY-2.2% QoQ
-17.0% 78.1%
-3.4% YoY
73.5%
-8.8% YoY
79.1%
-3.3% YoY
Bottom 3.6% in tier
Delinquency Rate 0.4%
+2.1% YoY+26.6% QoQ
-0.4 0.8%
-4.9% YoY
1.1%
+5.6% YoY
1.2%
-0.9% YoY
22%
Loan To Share 57.8%
-4.4% YoY+1.2% QoQ
-23.3% 81.0%
-1.8% YoY
71.6%
-0.2% YoY
68.0%
-1.7% YoY
Bottom 7.7% in tier
AMR $19,946
+3.7% YoY+0.6% QoQ
$-7K $26,482
+2.6% YoY
$20,672
+6.3% YoY
$19,418
+1.3% YoY
17%
CD Concentration 21.3%
+1.5% YoY+3.1% QoQ
-3.1% 24.4%
+4.2% YoY
24.3%
+4.3% YoY
19.6%
+6.2% YoY
39%
Indirect Auto % 46.5%
-2.4% YoY-0.6% QoQ
+32.6% 14.0%
-5.7% YoY
14.5%
+3.5% YoY
7.9%
-2.9% YoY
Top 4.8% in tier

Signature Analysis

Strengths (2)

Profitability Leader

growth
#108 of 340 • Top 31.6% in tier

Top-tier profitability (ROA in top 25% of peer group). Strong fundamentals and operational efficiency.

Why This Signature
Return on Assets: 1.63%
(Tier: 0.77%, National: 0.71%)
better than tier avg
ROA Change (YoY): 0.47% points
(Tier: 0.11% points, National: 0.05% points)
better than tier avg
457 nationally
→ Stable (341→340 CUs) -1 CUs YoY | Rank improving

Credit Quality Leader

growth
#302 of 340 • Top 88.8% in tier

Best-in-class credit quality (delinquency in bottom 25% of peer group). Conservative underwriting paying off.

Why This Signature
Delinquency Rate: 0.35%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Delinquency Change (YoY): 0.01% points
(Tier: 0.04% points, National: 0.07% points)
better than tier avg
457 nationally
→ Stable (341→340 CUs) -1 CUs YoY | Rank improving

Concerns (4)

Indirect Auto Dependency

risk
#30 of 525 • Bottom 1.8% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 5.66%
(Tier: 4.61%, National: 3.04%)
but better than tier avg
Indirect Auto %: 46.53%
(Tier: 13.97%, National: 7.90%)
worse than tier avg
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
768 nationally
↓ Shrinking -18 CUs YoY | Rank improving

Stagnation Risk

risk
#254 of 550 • Bottom 15.4% in tier

Membership declining year-over-year. Shrinking member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
Loan Growth (YoY): -0.15%
(Tier: 3.65%, National: 36.38%)
worse than tier avg
Delinquency Rate: 0.35%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
648 nationally
→ Stable (555→550 CUs) -5 CUs YoY | New qualifier

Membership Headwinds

decline
#473 of 550 • Bottom 28.7% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
648 nationally
→ Stable (555→550 CUs) -5 CUs YoY | New qualifier

Credit Quality Pressure

risk
#716 of 736 • Bottom 28.9% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.01% points
(Tier: 0.04% points, National: 0.07% points)
but better than tier avg
1002 nationally
↓ Shrinking -199 CUs YoY | Rank worsening

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 169 peers in tier

Top Strengths (4 metrics)

7
Efficiency Ratio
profitability
Value: 61.12%
Peer Avg: -
#7 of 169 Top 3.6% in 500M-750M tier
9
Return on Assets (ROA)
profitability
Value: 1.63%
Peer Avg: -
#9 of 169 Top 4.7% in 500M-750M tier
12
Net Worth Ratio
risk
Value: 15.09%
Peer Avg: -
#12 of 169 Top 6.5% in 500M-750M tier
38
Total Delinquency Rate (60+ days)
risk
Value: 0.35%
Peer Avg: -
#38 of 169 Top 21.9% in 500M-750M tier

Top Weaknesses (7 metrics)

164
Total Deposits
balance_sheet
Value: $429.27M
Peer Avg: -
#164 of 169 Bottom 3.6% in 500M-750M tier
162
Total Loans
balance_sheet
Value: $247.92M
Peer Avg: -
#162 of 169 Bottom 4.7% in 500M-750M tier
160
Indirect Auto Concentration (%)
balance_sheet
Value: 46.53%
Peer Avg: -
#160 of 169 Bottom 5.9% in 500M-750M tier
160
Total Assets
balance_sheet
Value: $508.68M
Peer Avg: -
#160 of 169 Bottom 5.9% in 500M-750M tier
156
Loan-to-Share Ratio
balance_sheet
Value: 57.75%
Peer Avg: -
#156 of 169 Bottom 8.3% in 500M-750M tier
153
Loan-to-Member Ratio (LMR)
engagement
Value: $7,302
Peer Avg: -
#153 of 169 Bottom 10.1% in 500M-750M tier
140
Average Member Relationship (AMR)
engagement
Value: $19,946
Peer Avg: -
#140 of 169 Bottom 17.8% in 500M-750M tier
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