Summit Credit Union

Industry: Non-profit-making organization

Description

Summit Credit Union, founded in 1935, is a credit union based in Madison, Wisconsin, United States. As of 2017, it has 34 locations throughout the state. Summit has more than 168,000 members and $2.9 billion in assets, making it one of the largest credit unions in the state. Tax ID: 39-0230585 Headquarters: Madison, WI CEO: Kim Sponem (May 1995–) Assets under management: 2 billion USD (2015) Number of locations: 34 (2016) Founded: 1935

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Summit Credit Union Employees

Employee
Years
Job
Industry
Susan Perret Susan Perret Greensboro/Winston-Salem, North Carolina Area Details
Susan Perret's Summit Credit Union Experience July 2012 - Present
Job Customer Service Professional
Industry Consumer Services
Experience
Summit Credit Union   July 2012 - Present
National Senior Advantage Association   July 2011 - April 2012
Southern Community Bank and Trust  September 2010 - December 2010
Truliant Federal Credit Union  February 2008 - March 2010
Truliant Federal Credit Union  October 2005 - February 2008
Truliant Federal Credit Union  October 1996 - September 2005

Skills
Customer Service, Consumer Lending, Credit Analysis, Credit, Strategy, Team Building, Training, Loans, Customer Satisfaction, PowerPoint

Education
San Diego State University
Bachelor of Arts

San Diego State University-California State University

Megan Maertz Megan Maertz Wausau, Wisconsin Area Details
Megan Maertz's Summit Credit Union Experience November 2013 - May 2014
Job Marketing Communications Videographer at BW Papersystems
Industry Public Relations and Communications
Experience
BW Papersystems   February 2015 - Present
Avestar Credit Union   May 2014 - February 2015
Illinois Craft Brewers Guild   July 2014 - November 2014
Summit Credit Union   November 2013 - May 2014
Summit Credit Union   April 2013 - November 2013
University of Minnesota  October 2008 - December 2012
North Memorial Health Care  June 2012 - August 2012

Skills
Fundraising, Social Media, Customer Service, Microsoft Office, Microsoft Word, Event Management, Event Planning, Facebook, Public Relations, System Administration, Editing, Leadership, Nonprofits, PowerPoint, Teamwork, Social Networking, Time Management, Photoshop, InDesign, Photography, Videography, Project Management

Education
University of Wisconsin-Whitewater   2014 — 2016
Master of Business Administration (MBA), Marketing

University of Minnesota-Twin Cities   2008 — 2012
BA, Journalism: Strategic Communications, English, Political Science (minor)

Meggy Kutz Meggy Kutz Madison, Wisconsin Area Details
Meggy Kutz's Summit Credit Union Experience August 2004 - August 2012
Job Instructional Designer at CUNA Mutual Group
Industry Professional Training & Coaching
Experience
CUNA Mutual Group  March 2014 - Present
CUNA Mutual Group  August 2012 - March 2014
Summit Credit Union   August 2004 - August 2012
Immanuel Lutheran School  July 2002 - June 2004

Skills
Instructional Design, E-Learning, Performance Consulting, Curriculum Design, Coaching, Performance Management, Change Management, Leadership Development

Education
Martin Luther College   1997 — 2002
Bachelor of Science, Education

Leslie Lukas Leslie Lukas United States Details
Leslie Lukas's Summit Credit Union Experience May 2012 - August 2012
Job Young Professional Pursuing Arts Administration Opportunities
Industry Music
Experience
EPIC Life Insurance  November 2014 - Present
EPIC Life Insurance  June 2014 - November 2014
Creative Trust  August 2013 - May 2014
University of Wisconsin Milwaukee  August 2012 - May 2014
Our Lady Queen of Peace Catholic Church   September 2012 - March 2014
Summit Credit Union   May 2012 - August 2012
The Bon Ton Stores Inc.  May 2011 - May 2012
Wisconsin Arts Board  August 2011 - December 2011
Wisconsin Union Theater  September 2010 - December 2011
Wisconsin School Music Association  May 2011 - August 2011

Skills
Public Relations, Social Networking, Customer Service, Music, Data Entry, Arts Administration, Media Research, Event Planning, Non-profits, Editing, Social Media, Press Releases, Blogging, Facebook, Public Speaking, PowerPoint, Microsoft Office

Education
University of Wisconsin-Milwaukee   2012 — 2014
Master of Music, Voice and Opera

University of Wisconsin-Madison   2007 — 2011
Bachelor of Arts, Music Performance, Communication Arts

Trinity College, Dublin   2010 — 2010
Study Abroad-Summer Semester, Irish Studies

Christy Porterfield, PHR Christy Porterfield, PHR Madison, Wisconsin Area Details
Christy Porterfield, PHR's Summit Credit Union Experience January 2014 - July 2015
Job Client Recruitment Specialist for QBE North America with Allegis Global Solutions
Industry Staffing and Recruiting
Experience
Allegis Global Solutions  July 2015 - Present
Summit Credit Union   January 2014 - July 2015
WECC: Wisconsin Energy Conservation Corporation  May 2013 - January 2014
QBE North America  October 2011 - May 2013
QBE North America  October 2010 - October 2011
QBE North America  September 2006 - September 2010

Skills
Human Resources, Recruiting, Interviews, Employee Benefits, Insurance, PeopleSoft, Talent Acquisition, Workers Compensation, Onboarding, Employee Engagement, Employee Training, HRIS, Interviewing Skills, New Hire Processes, New Hire Paperwork, Problem Solving, Job Fairs, Employment Verifications, Microsoft Office, Wellness, Phone Screening, Sourcing

Education
Northern Michigan University   1989 — 1994
Bachelor of Science (B.S.), Social Work

Sara Hilt Sara Hilt Madison, Wisconsin Area Details
Sara Hilt's Summit Credit Union Experience August 2008 - September 2009
Job Project Administrator at bb7
Industry Real Estate
Experience
bb7  September 2013 - Present
University of Wisconsin - Madison  May 2012 - May 2013
Oakbrook Corporation  October 2009 - March 2013
Summit Credit Union   August 2008 - September 2009
Granite City Food and Brewery  December 2006 - September 2009

Skills
Customer Service, Event Planning, Marketing, Social Media, Microsoft Office, Public Speaking, Leadership, Public Relations, Community Outreach, Microsoft Excel, Social Networking, Microsoft Word, Fundraising, Legal Consulting, Training, Event Management, Project Control, Outlook, ISO 9001, Legal Research, Clarizen, Research

Education
University of Wisconsin-Madison   2011 — 2013
BA, Legal Studies & Political Science, 3.7

Madison Area Technical College   2009 — 2011
Liberal Arts Transfer

Nicole Steck Nicole Steck Madison, Wisconsin Details
Nicole Steck's Summit Credit Union Experience October 2012 - September 2014
Job Project Manager at McDonald Schaefer, LLC
Industry Philanthropy
Experience
McDonald Schaefer, LLC   September 2014 - Present
Summit Credit Union   October 2012 - September 2014
University of Mary Washington  January 2012 - May 2012
Ruppert Real Estate, Inc.   June 2011 - July 2011
Simpson Library   January 2011 - May 2011
Deepwood Veterinary Clinic   September 2007 - May 2008
Bradley Hills Animal Hospital   2004 - 2008
US Congress  September 2006 - May 2007

Skills
Social Media, Project Management, Non-profit Fund..., Fundraising, Community Outreach, Editing, Research, Nonprofits, Public Speaking, PowerPoint, Microsoft Word, French, Social Networking, Outlook, Environmental Advocacy, Data Entry, Policy Analysis, Microsoft Office, Microsoft Excel, Public Relations, Corporate Blogging, Event Management, Facebook, Gantt, Blogging, Typing (95 WPM), Non-profits, Notary Public

Education
University of Mary Washington   2008 — 2012
Bachelor of Arts, History

The Madeira School   2004 — 2008

Washington Episcopal School

Patrick Burns, Ed.D. Patrick Burns, Ed.D. Greater Chicago Area Details
Patrick Burns, Ed.D.'s Summit Credit Union Experience April 2002 - April 2005
Job Creator and Purveyor of the Talaria Intercultural Interaction Skills (TIIS) Workshop at Talaria Intercultural
Industry Professional Training & Coaching
Experience
Talaria Intercultural   September 2014 - Present
Independent - Self Employed  September 2013 - Present
Aperian Global  March 2013 - August 2013
Independent - Self Employed  November 2012 - March 2013
Navistar, Inc.   January 2011 - October 2012
Golden Living Health Care   May 2008 - December 2010
various training providers   April 2002 - April 2008
Shi Bisset & Associates Management Consulting, Shanghai   February 2007 - March 2008
National Ministry of Education, Nepal   March 2006 - June 2006
Summit Credit Union   April 2002 - April 2005

Skills
Instructional Design, Human Resources, Organizational..., Leadership Development, Talent Management, Employee Relations, Coaching, Organizational..., Employee Engagement, Performance Management, Workshop Facilitation, Onboarding, Succession Planning, Global Diversity and..., Intercultural..., Global Mindset Skills..., Employee Training, Strategy, Training, Program Management, Leadership, Staff Development, Management, Personnel Management, Consulting, Executive Coaching, Management Development, Career Development, Management Training..., Conflict Resolution, Training Delivery, Business Strategy, Training Programme..., Train the Trainer, Experienced Trainer

Education
University of Massachusetts, Amherst   1988 — 1996
Doctor of Education, Center for International Education

School for International Training
Master's Degree, International Administration

University of Wisconsin-Madison
Bachelor of Arts, Sociology

Trina Woldt Trina Woldt Greater San Diego Area Details
Trina Woldt's Summit Credit Union Experience 2010 - 2012
Job Occupational Therapist, MOT, OTR/L
Industry Hospital & Health Care
Experience
GHCOT & Classical Academy Charter Schools   August 2014 - Present
Chatham University  September 2012 - June 2014
New York Downtown Orthopaedic Associates   February 2012 - July 2012
Summit Credit Union   2010 - 2012
Aspirus  2007 - 2008

Skills
Occupational Therapy, School Based OT, Leadership, Customer Service, Pediatrics, Child Development, Mental Health, CPR Certified, DIR Floortime, Clubhouse Model, Interventions, Clinical Research, Treatment, Feeding, MOT, DIR, AOTA, Healthcare, Hospitals, Strategic Planning, Psychology, Process Improvement, Project Management, Management, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel

Education
Chatham University   2012 — 2014
Master of Occupational Therapy, Occupational Therapy/Therapist, 3.87

UW Madison   2009 — 2009
N/A, Prerequisite Coursework for Master's Program

University of Wisconsin-Eau Claire   2000 — 2004
Bachelor of Arts (BA), Business Spanish & Advertising

Universidad de Valladolid   2002 — 2002
Certificate of Completion - Level 4 Class, Spanish Language and Literature

Oregon High School   1997 — 2000
Diploma, General Education

Holly Esser Holly Esser Greater Milwaukee Area Details
Holly Esser's Summit Credit Union Experience November 2014 - Present
Job Retirement Representative at a Financial Services Company
Industry International Affairs
Experience
Summit Credit Union   November 2014 - Present
Financial Services  March 2013 - November 2014
Panther Academic Support Services   January 2013 - March 2013
Panther Academic Support Services at UWM   January 2011 - December 2012
Panther Academic Support Services   September 2008 - December 2012
University of Wisconsin  September 2008 - December 2012
NAXTA S.R.L.   March 2010 - June 2010

Skills
Spanish, Italian, Tutoring, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Public Relations, Employee Relations, Event Planning, Social Media, Teamwork, Public Speaking, Social Networking

Education
University of Wisconsin-Milwaukee   2008 — 2012
Bachelor of Arts, Global Studies and Italian Studies

Università di Bologna   2010 — 2010
Study Abroad

Annie Tran Annie Tran Cleveland/Akron, Ohio Area Details
Annie Tran's Summit Credit Union Experience July 2004 - January 2008
Job Clinical Outpatient Pharmacist in Oncology at Cleveland Clinic
Industry Pharmaceuticals
Experience
Cleveland Clinic  August 2014 - Present
Walgreens  June 2013 - Present
University of Illinois at Chicago  June 2013 - June 2014
Walgreens  August 2011 - June 2013
UW Health  January 2008 - April 2010
Summit Credit Union   July 2004 - January 2008

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Lifesciences, Photoshop, English, Prescription, Medication Therapy..., Immunization, Community Pharmacy, Pharmacy

Education
South University   2010 — 2013
Doctor of Pharmacy / Masters of Business Administration, Pharmacy

University of Wisconsin-Madison   2006 — 2010
Bachelor of Science (B.S.), Biology/Biological Sciences, General

Ashley Springs, MBA Ashley Springs, MBA Greensboro/Winston-Salem, North Carolina Area Details
Ashley Springs, MBA's Summit Credit Union Experience June 2011 - Present
Job Marketing Professional
Industry Financial Services
Experience
Summit Credit Union   June 2011 - Present
Summit Credit Union   November 2010 - May 2011
Kay Jewlers  October 2008 - November 2010
Drakeford, Scott, & Associates, LLC   May 2008 - July 2008
LGFCU Local Government Federal Credit Union  August 2006 - June 2008
Blue Cross Blue Shield of North Carolina  May 2005 - August 2005

Skills
Leadership, Marketing, Management, Business Analysis, Marketing Communications, Public Relations, Recruiting, CRM, Marketing Strategy, Analysis, Sales, Training, Finance, Lead Generation, Strategic Planning, Microsoft Excel, Microsoft Office, Customer Service

Education
North Carolina Central University   2007 — 2008
Masters Business Administration, Business Administration and Management, General

North Carolina State University   2002 — 2006
Bachelor’s Science, Business Management Marketing and Finance

Samantha Annen Samantha Annen Madison, Wisconsin Area Details
Samantha Annen's Summit Credit Union Experience November 2009 - Present
Job Branch Manager at Summit Credit Union
Industry Banking
Experience
Summit Credit Union   November 2009 - Present
CPM HealthGrades  August 2008 - December 2009
Community Business Bank  August 2004 - August 2008

Skills
Customer Service, Loans, Credit, Small Business Lending, Credit Analysis, Banking, Commercial Lending, Loan Origination, Cross Selling, Consumer Lending, Credit Unions, Mortgage Lending, Retail Banking

Education
Herzing University-Madison   2007 — 2009
Bachelor's degree, Business Administration and Management, General

Madison Area Technical College   2004 — 2006

Lauren Craig Lauren Craig Madison, Wisconsin Area Details
Lauren Craig's Summit Credit Union Experience August 2009 - August 2010
Job Social Media Manager at American Girl Mattel
Industry Consumer Goods
Experience
PerpetuallyChic.com   January 2012 - Present
American Girl/Mattel   July 2011 - June 2015
The Everygirl  January 2014 - January 2015
Hiebing  August 2010 - July 2011
Summit Credit Union   August 2009 - August 2010
Fleishman-Hillard  June 2005 - August 2009
MRA Group Syracuse   January 2005 - May 2005
Texas Architect   June 2003 - August 2003
Fitness Magazine  June 2002 - August 2002

Skills
Project Management, Public Relations, Internal Communications, Social Media, Media Relations, Social Media Marketing, Event Planning, Marketing Communications, Community Outreach, Strategic Communications, Editing, Marketing, Blogging, Editorial, Community Development, Storytelling, Press Releases

Education
Syracuse University   2004 — 2005
Master of Science, Public Relations

University of Missouri-Columbia   2000 — 2004
Bachelor of Journalism, Magazine Journalism

Eric Christiansen Eric Christiansen Madison, Wisconsin Details
Eric Christiansen's Summit Credit Union Experience January 2011 - December 2011
Job Product Support Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group  August 2015 - Present
CUNA Mutual Group  October 2014 - August 2015
CUNA Mutual Group  August 2013 - October 2014
CUNA Mutual Group  December 2011 - August 2013
Summit Credit Union   January 2011 - December 2011
Summit Credit Union   November 2009 - January 2011
FAIRWINDS Credit Union  July 2008 - September 2009
FAIRWINDS Credit Union  August 2006 - July 2008
AIG  October 2003 - April 2006

Skills
Consumer Lending, Underwriting, Risk Management, Sales, Property & Casualty..., Life Insurance, Personal Finance, Coaching, Team Leadership, Product Management, Salesforce.com

Education
Martin County High School

Martin County High School

State University of New York Empire State College
Bachelor's degree, Business Administration

State University of New York Empire State College

Jake Jakubowski Jake Jakubowski Sun Prairie, Wisconsin Details
Jake Jakubowski's Summit Credit Union Experience August 1994 - February 2001
Job Sr. Network Engineer at Great Lakes Higher Education
Industry Financial Services
Experience
Great Lakes Higher Education  February 2001 - Present
Herzing University  January 2004 - December 2004
Summit Credit Union   August 1994 - February 2001
Holstein Paper Company   August 1988 - June 1994

Skills
Cisco Technologies, Disaster Recovery, WebSphere Application..., Checkpoint, Linux, Data Center, Windows Server, Microsoft Exchange, VMware, Routers, Apache, Security, VPN, Firewalls, Management, Project Management, Active Directory, JavaScript, Visio, Leadership, Information Technology, Customer Service, SQL

Education
Towson University

Bryce Tompkins Bryce Tompkins Greater Seattle Area Details
Bryce Tompkins's Summit Credit Union Experience June 2001 - April 2006
Job Quality Systems Specialist at Boeing Commercial Airplanes
Industry Airlines/Aviation
Experience
Boeing  April 2014 - Present
Boeing Commercial Airplanes  August 2011 - April 2014
Eddie Bauer  November 2007 - August 2011
Big Sky Airlines  May 2006 - November 2007
Summit Credit Union   June 2001 - April 2006

Skills
Strategic Planning, Strategic Analysis, Data Analysis, Data Mining, Data Entry, Customer Relations, Project Implementation, Change Management, Qualitative Research, Performance Enhancement, Productivity Enhancement, Lean Initiatives, Lean Manufacturing, Risk Analysis, Precedence Networking, Sales, Merchandising, Driving Results, Analysis, Team Leadership, Forecasting, Team Building, Customer Service, Database Design, Access, Retail, Inventory Management, Process Improvement, Operations Management, Visual Merchandising, Microsoft Excel, Microsoft Office, Profit, Visio, Store Management, Teamwork, Store Operations, PowerPoint, Minitab, Aerospace, Manufacturing, Advertising, Management, Recruiting, Training

Education
Seattle University   2014 — 2016
Master of Business Administration (MBA)

Montana State University-Billings   2004 — 2008
BSBA, Management / Marketing

Janece Van Wart Janece Van Wart Jacksonville, Florida Area Details
Janece Van Wart's Summit Credit Union Experience March 2005 - August 2006
Job Risk Mitigation and Electronic Services Manager at Community First Credit Union
Industry Banking
Experience
Community First Credit Union  November 2011 - July 2014
South Carolina Federal Credit Union  May 2007 - November 2011
Summit Credit Union   March 2005 - August 2006
South Carolina Federal Credit Union  January 2001 - March 2005
Space Coast Credit Union  1984 - 1999

Skills
Accounting, Analysis, Banking, Budgets, Business Analysis, Business Process..., Cash Management, Coaching, Consumer Lending, Credit, Credit Analysis, Credit Unions, Deposits, Financial Analysis, Financial Risk, Fraud, Leadership, Loans, Management, Performance Management, Process Improvement, Project Management, Retail Banking, Risk Management, Strategic Planning, Team Building, Vendor Management

Education
Southern Wesleyan University   2007 — 2010
Bachelors, Management

Tim Samuelson Tim Samuelson Madison, Wisconsin Area Details
Tim Samuelson's Summit Credit Union Experience October 2001 - April 2010
Job Innovative Technology and Services Executive
Industry Financial Services
Experience
Wisconsin Department of Revenue  December 2010 - Present
Summit Credit Union   October 2001 - April 2010
Metris Companies  1999 - 2001
Fidelity Information Services  1989 - 1998
First National Bank of Omaha  1987 - 1989
Citibank  1982 - 1987

Skills
Management, Product Management, Disaster Recovery, Call Center, Process Improvement, Customer Service, Business Analysis, Team Leadership, Vendor Management, Mortgage Lending, Strategic Planning, Marketing, Budgets, Microsoft Office, Data Analysis, Team Building

Education
North Dakota State University
BS, Economics, Sociology

University of Wisconsin-Madison - School of Business
Business/Managerial Economics

Renat Kirpichev Renat Kirpichev Greater Los Angeles Area Details
Renat Kirpichev's Summit Credit Union Experience September 2014 - Present
Job Credit Risk Specialist | Credit Risk Management | Commercial Underwriter | CRE | C&I
Industry Banking
Experience
Summit Credit Union   September 2014 - Present
Summit Credit Union   May 2013 - September 2014
Summit Credit Union   January 2012 - May 2013
Summit Credit Union   May 2008 - January 2012
Associated Bank  September 2005 - May 2008

Skills
Customer Service, Team Leadership, Teamwork, Loan Origination, Consumer Credit Analysis, Underwriting, Credit Unions, Loans, Finance, Financial Services, Credit, Credit Analysis, Consumer Lending, Banking, Retail Banking, Credit Risk, Commercial Banking

Education
University of Wisconsin-Milwaukee   2005 — 2008
Bachelor of Arts (B.A.), Global Management

University of Kent   2008 — 2008
Semester Abroad, International Business

University of Wisconsin Colleges   2003 — 2005
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Debora Timms Debora Timms Hartford, Connecticut Area Details
Debora Timms's Summit Credit Union Experience December 2010 - December 2012
Job Print Journalism Major at Quinnipiac University
Industry Writing and Editing
Experience
Quinnipiac University  August 2014 - Present
WNPR Connecticut Public Radio   May 2015 - August 2015
The JOMC Journal (now The Aggie Press)   January 2014 - May 2014
Summit Credit Union   December 2010 - December 2012
U.S. Census Bureau   2009 - 2010
Pine Rivers Police Citizens Youth Club   July 2004 - June 2007
Suncorp Group  1995 - 1999
APV Australia   1993 - 1995
Masterfoods  1991 - 1993

Skills
Journalism, News Writing, Storytelling, Web Content, Editing, Photography, Social Media, Blogging, Facebook, Copy Editing, Editorial, Multimedia, Newspapers, Magazines, New Media, Digital Media, Videography, Copywriting, Press Releases, Media Relations, Communication, Leadership

Education
Quinnipiac University   2014 — 2015
Bachelor of Arts (B.A.), Journalism, 3.80

North Carolina Agricultural and Technical State University   2013 — 2014
Bachelor of Science (B.S.), Journalism and Mass Communication, 4.00

Randolph Community College   2011 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 4.00

Scott Lines Scott Lines Madison, Wisconsin Details
Scott Lines's Summit Credit Union Experience June 1990 - August 2004
Job Transaction Processor at Anchor Bank, N.A.
Industry Banking
Experience
AnchorBank  September 2013 - Present
DORN TRUE VALUE HARDWARE   June 1983 - Present
Monona State Bank  September 2004 - August 2012
Summit Credit Union   June 1990 - August 2004
U.S. Army Reserve   August 1986 - June 1994

Skills
Banking, Retail Banking, Loans, Loan Origination, Underwriting, Credit, Credit Analysis, Refinance, Commercial Lending, Mortgage Banking, Mortgage Lending, Consumer Lending, Cross Selling, Financial Services, Credit Risk, Lines Of Credit

Education
U.S. Army   1986 — 1994
Combat communication

Madison Area Technical College
Associate's degree, Marketing

Abby Stroup Abby Stroup Greater Denver Area Details
Abby Stroup's Summit Credit Union Experience August 2011 - June 2012
Job Transportation Intern BNSF Railway
Industry Logistics and Supply Chain
Experience
BNSF Railway  May 2015 - Present
University of Colorado Boulder  August 2012 - Present
CU Housing and Dining Services   May 2014 - May 2015
Delta Sigma Pi- Alpha Rho Chapter   May 2014 - February 2015
Delta Sigma Pi- Alpha Rho Chapter   May 2013 - May 2014
CU Housing and Dining Services   March 2013 - May 2014
CU Housing and Dining Services   September 2012 - February 2013
Summit Credit Union   August 2011 - June 2012

Skills
Customer Service, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Time Management, Volunteer Management, Operations Management, Organization, Networking, Employee Training, Management

Education
University of Colorado at Boulder   2012 — 2016
Bachelor of Business Administration (B.B.A.), Operations and Information Management

La Follette High School   2008 — 2012

Jamie Van Wagoner Jamie Van Wagoner Waukesha, Wisconsin Details
Jamie Van Wagoner's Summit Credit Union Experience January 2015 - Present
Job Branch Manager at Summit Credit Union
Industry Banking
Experience
Summit Credit Union   January 2015 - Present
Bank Mutual  November 2013 - January 2015
Pacific Marine Credit Union  November 2010 - October 2013
JPMorgan Chase  May 2010 - November 2010
National City  May 2006 - March 2010
US Bank  October 2004 - May 2006
Tri City National Bank  August 2000 - October 2004

Skills
Customer Service, Banking, Credit, Loans, Team Building, Sales, Coaching, Management, Training, Business Development, Business Planning, Consumer Lending, Credit Unions, Retail Banking, Cross Selling, Cash Management, Employee Relations, Financial Services, Leadership Development, New Business Development, Microsoft Excel, Outlook, Leadership, Human Resources, Operations Management, Performance Management, Sales Management, Finance, Small Business Lending, Mortgage Lending, Loan Origination, Commercial Lending, Commercial Banking

Education
Park University   2012 — 2014
Bachelor of Applied Science (BASc), Human Resources Management

Milwaukee Area Technical College   2002 — 2004
Associates of Applied Science, Management Development

Milwaukee Area Technical College   2002 — 2004
Certificate, Human Resources Management

FHS

Shelley Rosencrantz Shelley Rosencrantz Madison, Wisconsin Area Details
Shelley Rosencrantz's Summit Credit Union Experience April 2008 - September 2011
Job Systems Administrator at MSA Professional Services
Industry Information Technology and Services
Experience
MSA Professional Services  January 2012 - Present
WI Department of Corrections  September 2011 - January 2012
Summit Credit Union   April 2008 - September 2011
Assisting You Computer Services LLC   January 2003 - January 2009
New York Life Insurance Company  July 2002 - April 2008
Notary Services  January 2005 - January 2007
Boys Town  June 2001 - June 2002
Valmont Industries  February 1996 - February 2001
Gambino's Pizza  1993 - 1996

Skills
Windows Server, Active Directory, Microsoft Office, Customer Service, Group Policy, Troubleshooting, Windows 7, XP, Office 2010, Citrix, Microsoft Office 2007, Microsoft Office 2003, Security Management, Microsoft Exchange, Mainframe, Mobile Devices, Mobile Device Management, Microsoft Office 2010, Windows XP Professional, Adobe, Symantec Backup, Kanban, Hyper-V, Information Technology, Training, Norton Ghost, Access, OS X, Help Desk Support, System Deployment, Management, Windows, Databases, IT Management, Networking, Security, SharePoint, Technical Support, Policy, Project Management, Windows XP, Disaster Recovery, Software Documentation, Project Coordination, Symantec Endpoint..., Data Center, Remote Desktop, Hardware

Education
Metropolitan Community College   1999 — 2003
Computer Networking

Baraboo High   1984 — 1987

Sara Levander Sara Levander Madison, Wisconsin Details
Sara Levander's Summit Credit Union Experience February 2010 - February 2013
Job Mortgage Loan Advisor at WHEDA
Industry Financial Services
Experience
WHEDA  January 2013 - Present
Summit Credit Union   February 2010 - February 2013
Summit Credit Union   August 2006 - February 2010
Summit Credit Union   June 2004 - August 2006
Summit Credit Union   December 2000 - June 2004
Summit Credit Union   December 1999 - December 2000
Summit Credit union   February 1999 - December 1999

Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Insurance, Customer Service, Credit Unions, Banking, Financial Services, Consumer Lending, Team Leadership, Credit Risk, Risk Management, Management, Process Improvement, Sales, Loss Prevention, Fundraising, Volunteering, Rebuilding Credit, Administrator, Credit Bureau, Collateral Protection..., Small Business Owner, Small Claims, Bankruptcy, Estate Claims, Disability Claims, CFPB -Consumer...

Education
Madison Area Technical College

Josh Wolver Josh Wolver Madison, Wisconsin Details
Josh Wolver's Summit Credit Union Experience July 2010 - January 2011
Job Retail Banking/Consumer Lending
Industry Banking
Experience
Currently Unemployed  May 2015 - Present
McFarland State Bank  March 2015 - May 2015
Wisconsin Bank & Trust  May 2013 - March 2015
BMO Harris Bank  October 2012 - November 2012
Oxford Global Resources  July 2012 - August 2012
MBE Accounting   January 2012 - April 2012
Pizza Oven   November 2011 - February 2012
TruGreen  May 2011 - June 2011
Summit Credit Union   July 2010 - January 2011
Summit Credit Union   July 2004 - January 2011

Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Bookkeeping, QuickBooks, Accounts Payable, Tax, Financial Accounting, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Income Tax, GAAP, Sales Management, Management, Consumer Lending, Customer Service, Loan Origination, Underwriting, Retail Banking, Banking, Credit Analysis, Financial Services, Small Business Lending, Loans, Credit, Mortgage Lending, Cross Selling

Education
University of Iowa   1997 — 2000
Bachelor of Arts, History

DMACC   1996 — 1996

Andy Ottum Andy Ottum Greater Philadelphia Area Details
Andy Ottum's Summit Credit Union Experience May 2008 - August 2008
Job Vice President, Analytics & Actuarial Consulting at Certilytics
Industry Hospital & Health Care
Experience
Certilytics   January 2015 - Present
Eau Claire Events   January 2010 - Present
Cambridge Advisory Group  March 2012 - December 2014
University of Wisconsin-Madison School of Medicine and Public Health  August 2010 - December 2011
University of Wisconsin Hospital and Clinics  January 2010 - January 2011
Independent Living, Inc  October 2009 - August 2010
Summit Credit Union   May 2008 - August 2008
Cornerstone Incorporated   May 2006 - August 2008

Skills
Fundraising, Event Management, Research, Non-profits, Qualitative Research, Employee Benefits, Volunteer Management, Epidemiology, Microsoft Office, Data Analysis, Event Planning, Nonprofits, Stata, Microsoft Excel, Leadership, Healthcare, Customer Service, Sales

Education
University of Wisconsin Madison - School of Medicine and Public Health   2010 — 2011
Master, Public Health

University of Wisconsin-Madison   2006 — 2009
Bachelor, Economics

University of Missouri-Columbia   2005 — 2006
Economics

Jim Venturini Jim Venturini Madison, Wisconsin Area Details
Jim Venturini's Summit Credit Union Experience October 2009 - October 2010
Job Business Technology Administrator Sales, at American Family Insurance
Industry Information Technology and Services
Experience
American Family Insurance  December 2013 - Present
American Family Insurance  December 2010 - December 2013
Summit Credit Union   October 2009 - October 2010
TDS Telecommunications Corp.  October 2006 - May 2009
TDS Telecommunications Corp.  April 2004 - October 2006
TDS Telecommunications Corp.  January 1999 - April 2004
TDS Telecommunications Corp.  October 1997 - December 1998
TDS Telecommunications Corp.  January 1994 - October 1997
TDS Telecommunications Corp.  October 1987 - January 1994

Skills
SDLC, Business Process Design, Test Planning, Capital Budgeting, CASE, Leadership, Access, Strategy, Call Center, Vendor Management, Business Analysis, Integration, Business Process, CRM, Requirements Gathering, Project Management

Education
North Central College   1983 — 1987
BS, Computer Science

Sara Fenner Sara Fenner Madison, Wisconsin Area Details
Sara Fenner's Summit Credit Union Experience 2009 - Present
Job Project Manager at Summit Credit Union
Industry Financial Services
Experience
Summit Credit Union   2009 - Present
Summit Credit Union   2007 - 2009
Summit Credit Union   2005 - 2007
Summit Credit Union   1999 - 2004

Skills
Vendor Management, IT Management, Project Management, Process Improvement, Budgets, Disaster Recovery, SDLC, Business Analysis, Change Management, Banking, Financial Services, Risk Management, Software Project..., Visio, Management

Education
University of Phoenix   1998 — 2003
BS, IT

Nate Pekul, MBA Nate Pekul, MBA Madison, Wisconsin Area Details
Nate Pekul, MBA's Summit Credit Union Experience January 2013 - July 2014
Job Sr Analyst RE Transactions at Baker Tilly
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP  July 2014 - Present
Summit Credit Union   January 2013 - July 2014
BMO Harris Bank  November 2010 - January 2013
US Bank  January 2009 - October 2010

Skills
Financial Analysis, Banking, Credit Analysis, Loans, Credit, Analysis, Credit Risk, Commercial Banking, Underwriting, Cash Flow, Finance, Commercial Lending, Accounting, Consumer Lending, Portfolio Management, Small Business Lending

Education
University of Phoenix   2012 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.90

University of Wisconsin-Milwaukee - School of Business Administration   2003 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/International Business

Chris Wellner Chris Wellner Madison, Wisconsin Area Details
Chris Wellner's Summit Credit Union Experience March 2010 - March 2012
Job Sr. ETL Developer at Influence Health
Industry Information Technology and Services
Experience
Influence Health  March 2015 - Present
Unity Health Insurance  May 2013 - March 2015
Influence Health  July 2012 - May 2013
Covance Laboraties, Contractor for TEKSystems   April 2012 - July 2012
Summit Credit Union   March 2010 - March 2012
Wipfli LLP  January 2009 - March 2010
Corporate America Family Credit Union  March 2004 - January 2009
TEKsystems  March 2003 - March 2004
Northern Illinois University  October 1998 - March 2003

Skills
Databases, Microsoft SQL Server, VB.NET, SQL, C#, Database Design, Integration, Disaster Recovery, SSIS, Informatica, TIBCO, XML, Networking, .NET, Business Intelligence, T-SQL

Education
University of Illinois at Urbana-Champaign   1990 — 1997

University of Illinois at Urbana-Champaign   1989 — 1997
Master of Arts (MA), English Language and Literature/Letters

David Dewald David Dewald Madison, Wisconsin Area Details
David Dewald's Summit Credit Union Experience 1996 - 1999
Job Office Manager at Tracey Wood & Associates
Industry Legal Services
Experience
Tracey Wood & Associates   April 2014 - Present
Techline USA  December 2002 - April 2014
Oscar Mayer  2000 - 2002
Summit Credit Union   1996 - 1999
Best Buy  January 1994 - 1996
Best Buy  January 1993 - January 1994

Skills
Microsoft SQL Server, IIS, Visual Studio, ASP.NET, T-SQL, ASP, 2020 inSight, Crystal Reports, HTML, JavaScript, VBScript, CSS, Crystal Reports XI, VS Express For Web, ASP.NET AJAX, Databases, Web Applications, SQL, Oracle, Enterprise Software, Customer Service, Sales, Leadership

Education
St. John's University   1987 — 1991
BS, Psychology

Samantha Barnum Samantha Barnum Madison, Wisconsin Area Details
Samantha Barnum's Summit Credit Union Experience March 2006 - November 2008
Job Financial Service Specialist at Summit Credit Union
Industry Banking
Experience
Eagle Community Credit Union  February 2012 - Present
Li Ya Enterprises   July 2010 - December 2011
Summit Credit Union   March 2006 - November 2008

Education
University of Dubuque   1993 — 1995
BSN, Nursing

Scott Schrieber Scott Schrieber Davenport, Iowa Area Details
Scott Schrieber's Summit Credit Union Experience December 2011 - Present
Job Managing Director
Industry Financial Services
Experience
The Gullickson Group   August 2015 - Present
Summit Credit Union   December 2011 - Present
University of Wisconsin-Madison Athletic Department   September 2006 - Present

Skills
Customer Service, Management, Public Speaking, Wellness, Team Building, Coaching, Nutrition Education, Fitness, Time Management, Marketing, Leadership, Event Planning, Wellness Coaching, Sports, Wellbeing, Microsoft Excel, Sales Management, Sales, Lifestyle, Microsoft Office, Personal Training, Fitness Training, Sports Nutrition, Employee Wellness, Teaching, Strategic Planning, Microsoft Word, Nutritional Counseling, Budgets, Social Media Marketing, Project Management, Health Education, Financial Analysis

Education
University of Wisconsin-Madison
Bachelor of Science, Dietetics

Madison Area Technical College   1998 — 2005
Associates Degree, Liberal Studies

Jennie Silver Jennie Silver Richland Center, Wisconsin Details
Jennie Silver's Summit Credit Union Experience 2000 - 2003
Job Support Staff at University of WisconsinExtension
Industry Higher Education
Experience
University of Wisconsin-Extension, Richland County   June 2014 - Present
Richland School District  October 2009 - June 2014
Scottrade  2003 - 2007
Summit Credit Union   2000 - 2003

Skills
Customer Relations, Microsoft Office, Customer Service, ICD-9, ICD-9-CM, CPT 4, Medical Coding, Medical Terminology, Medical Records, Medical Billing, 10 Key, Teller Operations, Multi-line Phone, Typing, Administrative..., Pay Close Attention to..., Problem Solving, Clerical Skills

Education
Southwest Wisconsin Technical College   2011 — 2011
Technical Diploma, Medical Coding Specialist/Coder

University of Wisconsin - LaCrosse   1996 — 2000
Bachelor of Science (BS), Major: Business Administration and Management; Minor: International Business

Richland Center High School   1992 — 1996
Diploma, General

Maria Maize Maria Maize Madison, Wisconsin Area Details
Maria Maize's Summit Credit Union Experience November 2003 - October 2004
Job Financial Consultant
Industry Financial Services
Experience
AnchorBank  March 2007 - May 2010
American Family Insurance  November 2005 - February 2007
Summit Credit Union   November 2003 - October 2004
Balance/CCCSSF   1998 - 2003

Education
San Jose State University
Nursing

West Valley College
A.S; A.A, Biological Science; Liberal Arts

Leilani Roughton Leilani Roughton Greensboro/Winston-Salem, North Carolina Area Details
Leilani Roughton's Summit Credit Union Experience 1995 - 2002
Job Executive Director at New Arrivals Institute
Industry Individual & Family Services
Experience
New Arrivals Institute   October 2010 - Present
Mc Donalds  June 2010 - Present
Lutheran Family Services in the Carolinas  July 2004 - December 2010
Summit Credit Union   1995 - 2002

Skills
Non-profits, Fundraising, Public Speaking, Event Planning, Strategic Planning, Community Outreach, Grant Writing, Grants, Nonprofits, Program Management, Project Planning, Proposal Writing, Research, Training, Volunteer Management

Education
University of North Carolina at Greensboro   1995 — 1999
Bachelor of Arts-General Music, Music

Matthew Mecham, MBA Matthew Mecham, MBA Cortez, Colorado Details
Matthew Mecham, MBA's Summit Credit Union Experience March 2008 - March 2009
Job Vice President of Agricultural & Commercial Relationships at First National Bank Cortez
Industry Banking
Experience
First National Bank Cortez   December 2011 - Present
Eastern Utah Community Credit Union   March 2010 - December 2011
Summit Credit Union   March 2008 - March 2009
Mobiloil FCU   March 2007 - March 2008
Truliant Federal Credit Union  2004 - 2007
Truliant Federal Credit Union  2004 - 2007

Skills
Fluent in Spanish, Franklin Covey Certified, Sherpa Coaching

Education
University of Phoenix   2009 — 2010
MBA, Business Administration

North Carolina Agricultural and Technical State University   2000 — 2002
K-12 License, Education

University of North Carolina at Chapel Hill   1989 — 1993
BA, International Studies

Stephen Nepstad Stephen Nepstad Madison, Wisconsin Area Details
Stephen Nepstad's Summit Credit Union Experience 2008 - 2011
Job Experienced Human Resources Leader/Consultant
Industry Human Resources
Experience
Richards Benefits and Financial Services   2012 - Present
Madison Green Apartment Services   2012 - September 2014
Summit Credit Union   2008 - 2011
Summit Credit Union   1994 - 2008
Great Lakes Higher Education  1990 - 1994

Skills
Organizational..., Compensation Planning, Employee Relations, HRIS, Vendor Management, Budget Management, Organizational..., Cost Reduction, HR Policies, HR Strategy, Performance Management, Benefits Design, RFP, Mergers, Change Management, Counseling, Coaching, Negotiation, Engagement, Staff Retention, Staff Development, Mentoring, Facilities Management, Leadership Development, Efficiency Improvement, Consulting, Affordable Care Act, Wellness, Psychotherapy, Leadership, Strategy, Team Building, Policy, Management, Human Resources, Personnel Management, Green Building, Executive Coaching, Process Improvement, Employee Benefits, Project Planning

Education
University of Michigan
BA, Psychology

University of Wisconsin-Madison
MBA, Management, Marketing

Sabrina Perkins Sabrina Perkins Sun Prairie, Wisconsin Details
Sabrina Perkins's Summit Credit Union Experience October 2014 - Present
Job Business Adminstrative Assistant at Summit Credit Union
Industry Banking
Experience
Summit Credit Union   October 2014 - Present
Summit Credit Union   April 2012 - October 2014
Summit Credit Union   July 2004 - April 2012
Summit Credit Union   July 2000 - April 2004

Skills
Credit, Loans, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Cross Selling

Education
Madison Area Technical College   2002 — 2013
Associates Degree, Finance & Business Management, Finance & Business Management

Rodney Corey Gibson Jr. Rodney Corey Gibson Jr. Milwaukee, Wisconsin Details
Rodney Corey Gibson Jr.'s Summit Credit Union Experience October 2002 - June 2009
Job Experienced Banking and Airline Professional Currently Seeking New Opportunities
Industry Airlines/Aviation
Experience
Marine Credit Union  April 2013 - December 2014
Ryan International Airlines  July 2009 - January 2013
Summit Credit Union   October 2002 - June 2009
Best Buy  2001 - 2002

Skills
Curriculum Development, Aviation, Operations Management, Training, Banking, Microsoft Excel, PowerPoint, Underwriting, Branch Management, Microsoft Word, Flights, Airlines, Leadership

Education
Marquette University   1990 — 2005
Bachelor of Science (BS), Business Administration and Management, General

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