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Finance

Summit Credit Union

Summit Credit Union's headquarters in Madison, WI, United States

Kim Sponem

Rebecca Gerothanas

Vincent Rice

Brian Fisher

Ann Knutson

Shannon Carpenter

Craig Plazak

Jim Corbett

Kevin Piette

Chris Hefter

Keith Peterson

Mike Schenk

Dave Reszel

Mary C. Turke

Dan Kaiser

Stefanie Norvaisas

Bob Lindner

Abbie Rodriguez

Samira Salem

Mike O'Brien

Dennis Sauey

John Litscher

The Finance and Accounting Team at Summit Credit Union is responsible for managing the organization's financial health, ensuring accurate financial reporting, and supporting strategic decision-making. They oversee budgeting, forecasting, and financial analysis while also providing insights into lending, credit risk, and asset liability management. Additionally, this team enhances financial wellness through education and counseling services, empowering members to make informed financial decisions.

Finance and Accounting Team

The Business Operations Team at Summit Credit Union is responsible for optimizing and enhancing the operational efficiency of the organization’s services to both personal and business clients. This team collaborates across departments, ensuring quality assurance in customer interactions, overseeing lending processes, and managing risk, all while leveraging data analytics to inform strategic decisions and improve customer experiences. Their diverse expertise supports the credit union’s commitment to providing exceptional financial guidance and service.

Business Operations Team

The Marketing and Communications Team at Summit Credit Union is responsible for developing and executing strategic marketing initiatives to enhance brand visibility and member engagement. This team crafts compelling content, manages digital communications, and coordinates promotions to attract new clients and retain existing members. They also facilitate internal communication and organize events that reinforce the credit union's values and services, ensuring a cohesive message across all platforms.

Marketing and Communications Team

The Human Resources and Talent Management Team at Summit Credit Union is dedicated to fostering a supportive and engaging workplace. They focus on recruiting top talent, enhancing employee development through training, and managing benefits to ensure staff well-being. By promoting organizational growth and employee empowerment, this team plays a crucial role in aligning workforce capabilities with the company's mission to provide exceptional financial advisory services.

Human Resources and Talent Management Team

The Information Technology Team at Summit Credit Union is responsible for designing, implementing, and maintaining the technology infrastructure that supports the organization's financial services. This team ensures the security of sensitive data, enhances system performance, and facilitates seamless user experiences through digital development and cloud solutions. By collaborating with various departments, they address technical challenges and innovate solutions that align with the credit union's commitment to excellent customer service.

Information Technology Team

The Fraud Prevention and Compliance Team at Summit Credit Union is dedicated to safeguarding the organization and its members from fraudulent activities. They conduct thorough investigations, analyze cyber threats, and ensure regulatory compliance while implementing robust security measures. By collaborating closely with legal and payment solutions specialists, the team fosters a secure financial environment that protects member assets and maintains trust.

Summit Credit Union

Org chart

Board & advisors

Teams

Finance and Accounting Team

Business Operations Team

Marketing and Communications Team

Human Resources and Talent Management Team

Information Technology Team

Fraud Prevention and Compliance Team

Offices

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