JE

Jeremy Ebert

SVP Finance & CFO at TopLine Financial Credit Union

Jeremy Ebert has a diverse work experience spanning over 20 years. Jeremy currently holds the position of SVP Finance & CFO at TopLine Financial Credit Union since April 2023. Prior to this, they worked at Wings Financial Credit Union from 2015 to 2023, where they held the roles of Vice President, Treasurer, and Manager – Asset/Liability Management. In these positions, they were responsible for strategic leadership in areas such as Capital Markets, Product Pricing, Forecasting, Capital Planning, and Payments. Jeremy also managed the Treasury and Payments departments and oversaw reporting and presentation of materials at the credit union's monthly ALCO meeting. Before joining Wings Financial, Jeremy worked at Farin & Associates, Inc., where they served as a Senior Financial Analyst from 2006 to 2015. At Farin & Associates, they managed client accounts, including banks and credit unions, as the primary contact for ALM software product. Jeremy provided clients with quarterly ALCO report packages via an outsourced ALM model. Prior to that, they worked as a Credit Analyst at Monona Bank from 2004 to 2006, analyzing business loan requests and preparing loan requests for presentation to the loan review committee. Jeremy began their career at American General Finance as a Financial Services Representative in 2003, where they handled personal, auto, and mortgage loan sales and underwriting, as well as debt collection. Overall, Jeremy's work experience showcases their expertise in finance, asset-liability management, and leadership in the credit union and financial services industry.

Jeremy Ebert completed their Bachelor of Science degree in Finance at the University of Wisconsin-La Crosse, from 1998 to 2002. Jeremy also holds additional certifications, including one from the CEO Institute at CUES and another as a LexisNexis® Sheshunoff™ Certified ALM Specialist, although the specific details about the institution and the obtained dates are not provided.

Location

Rosemount, United States

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TopLine Financial Credit Union

TopLine Financial Credit Union, a Twin Cities-based credit union, is Minnesota’s 13th largest, with assets of more than $650 million. Established in 1935, the not-for-profit cooperative offers a complete line of financial services including checking and savings, car loans, credit cards, mortgages, student loans, financial planning, as well as auto and home insurance, from its five locations — in Bloomington, Brooklyn Park, Maple Grove, Plymouth and in St. Paul’s Como Park — as well as by phone and online at www.TopLinecu.com. As a member-owned financial institution, TopLine offers premium personal service, competitive savings and loan rates and low or no fees, all of which make TopLine a great place to do all of your banking. Membership at TopLine is open to all individuals who live, work, worship, attend school or volunteer in the Twin Cities counties of Anoka, Carver, Dakota, Hennepin, Ramsey, Scott and Washington. Their immediate family members are also eligible for membership, including grandparents, parents, spouses, siblings, children, grandchildren or roommates that live and pay bills together.


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Employees

51-200

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