Knowing he can rely on a great mortgage lending team for every loan. He has a reputation for making sure members understand every aspect of the mortgage process and finding the loan that best meets their needs. A deep knowledge of the real estate industry.
P.O. Looking for a super responsive mortgage loan officer with years of experience and a commitment to make your home ownership dreams happen? Not to mention how to expertly guide members through any lending situation with compassion. And Cori reports she loves working at Summit because we truly care about members and helping them achieve their financial goals.
Ask them about any additional steps. How? Tori came to Summit in 2013 as an assistant in the mortgage loan department and through hard work and perseverance became a mortgage loan officer just a few short years later. When Dana isnt busy making a difference for a local small business, youll find her on the golf course, spending time with her family which includes a much-beloved 70-lb. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site. One of our most experienced mortgage loan officers, Keith Jensen will bring a quarter-century of mortgage experience to your loan, most of it right here at Summit. Meet Laura Zweep. Please click the button below to apply in our new system. Opening your account has never been easier. Sat: 8:30 a.m. to 12:30 p.m. Fax On the flip side, shes a data geek and loves getting lost researching a new topic.
As Dana always says, theres nothing she likes better than helping small businesses make their dreams a reality, and shes spent the last 25+ years doing just that. In fact, thats what drew her to Summit in the first place over 4 years ago! What Steve likes best about working at Summit is the opportunity to build lasting connections and the chance to help members reach their financial dreams. Besides easy home loans and refinances, Reggie has other interests too especially enjoying time with his wife, daughter and puppy. Did you understand your loan before signing the closing statement? Ask away!
Check. When Natalies not supporting members along their mortgage loan journey, you can find her spending time with her two boys, two cats and assorted family and friends, working on her candle and soap making business, crafting or sewing, camping, volunteering and tackling remodeling projects.
Julie started her career as a bank examiner with the Federal Deposit Insurance Corporation (FDIC)s Chicago Office and honed her lending and management skills at a variety of financial institutions throughout the Midwest. P.O. (800) 558-7567 A lifelong Madisonian, Andy bought his first home at 22 and has owned several since. Originally a small business owner, Laura has spent the last two decades in banking, finance and lending. Wil Vale works hard to find the best mortgage or refi option for his customers.
Just like Summit, VP-Business Services Jim Holden is all about community or should we say communities? When shes not on the job or on the rugby field, Emma likes to head off and explore remote parts of the world. Enthusiastic and responsive service. Mt. Sarah loves to cook and explore area restaurants, and spends her time-off traveling, hiking, playing tennis and golf and enjoying time with her friends and her dog. Start Your Easier Online Banking.
Beaver Dam That kind of experience just goes to show how smooth and easy shell make the mortgage process for you. Online Banking services should remain on hold until professional scan(s) are complete, It is recommended to change passwords and usernames on all profiles for Online Banking and personal email. Combine that empathy with years of financial service experience, and youve got one great mortgage loan officer. New Berlin Pewaukee** Copyright 2022 Summit Credit Union. Because we share so many of the same priorities: a commitment to member financial well-being, the desire to educate and a belief that community matters. Landmark Credit Union does not endorse or guarantee the products, information or recommendations provided by the linked website and is not liable for any products, services, or content advertised on the linked website. If your SSN is not on the cardholder record and the record contains an email address, a one-time security code will be sent to the email address. What he learned in each of those roles has played a part in making Cody the experienced, responsive, member-first mortgage loan officer he is today. LPLs Service Center Find them in our Member Support Center! Shes served on various Boards and been an active volunteer for numerous Milwaukee-area organizations including Tempo Milwaukee, Food and Beverage Wisconsin, Feeding America, WCREW and Commercial Association of REALTORS Wisconsin (CARW). Laura has been helping Summit members find their best-fit mortgage for nearly a decade. Keeping your interest in our best interest. What does she love most about working at our credit union?
If the cardholders SSN or email address are not available, an ATM/PIN POS transaction will verify the user. Questions? She describes Summit as the actual definition of a credit union and loves working with an organization that prioritizes diversity, offers members a wealth of financial tools and is run by a strong, positive and involved leader. Fitchburg Tori was hired as a mortgage processor in 2009 for a broker and quickly became fascinated by the powerful impact a mortgage could have on a consumers financial well-being. A Maine native, Sarah reports shes had a lot of fun getting to know Madison.
Although Jason is relatively new to the mortgage loan officer role, hes spent more than 15 years in financial services. Jasons a committed, member-first, problem solver who cant wait to help make your next home or refi happen, and he loves working at Wisconsins #1 mortgage lender. In 2020 alone, Steve helped 576 Summit members achieve their mortgage financing goals. Choose Sadie to help with your mortgage, and get an approachable, friendly, knowledgeable partner who strives to make you feel informed and comfortable and who works hard to ensure youre satisfied with the purchase or refinance experience. The dozens of businesses who have benefited from his business acumen over the years are proof of Garys skills. VA Branch What helps Jeremy get to mission success for his members? Direct and open communication. Since that time, Tori has helped many Summit members find their best-fit mortgage. Sadie loves knowing shes playing a role in empowering members of her community and that Summits member-owned business model means profits are reinvested to benefit members. That new online and mobile banking weve been telling you about is ready!
Plus, Cody loves our collaborative, always-learning environment, which he says helps him be a great resource to our members. The sense that Summit helps people achieve more than they ever thought possible.
Cori is an exceptional mortgage loan officer (just ask the members who work with her!). challenging her children to be great. Ask Marine Corps veteran Jeremy why you should choose him for your mortgage loan officer and his answer is simple, Just like in the Marines, I wont stop until we have mission success.. And she also appreciates the sense of community and camaraderie she enjoys with her fellow Summit employees. Keith attributes his long tenure to a shared vision and mission. And 30+ years of experience in product development and program management for Honeywell Aerospace, Corning, Inc. and Alliant Energy? Pewaukee. Landmark Credit Union does not endorse or guarantee the products, information or recommendations provided by the linked website and is not liable for any products, services, or content advertised on the linked website. Cody has spent most of his career at Summit.
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New Berlin, WI 53151-0870, Landmark Credit Union
When it comes to financing a house, Claudine Carvalho believes knowledge is a powerful tool. Sarah appreciates Summits focus on financial education and loves working at a community-first organization whose goals align so closely with hers. (262) 796-4500 Bryce went into financial services right after college, working first as a teller and then as a personal banker. When Tim isnt working to find a best-fit mortgage option for his members, he enjoys spending time with his family in the Wisconsin outdoors ice fishing, golfing, boating and relaxing.
Reggie Franklin hopes you will after you work with him on any type of mortgage loan! If the activity is related to Landmark Credit Union, please contact us directly at any of the following options: If it is related to another financial institution, your other credit card companies or any other organization, contact them directly. Ready to purchase or refinance a home but not sure where to start? As a fellow homeowner, Nataly Cervantes knows firsthand the excitement and urgency of the home purchase process and the day-to-day realities and unpredictability of home ownership (and life!). Thierer, Madison, Cottage Grove Headquarters What does she love best about working at Summit? And everyone from first-time homebuyers to retirees has ended up with the loan thats just right for them. Brett has been a member of the Summit team for the last 10 years and came to Summit after careful research uncovered that Summit had a great environment and would be an amazing place to work. When Cori isnt finding you the perfect mortgage or helping problem-solve your finances, shell be spending time with her Brady Bunch family of three kids, three step kids, two big Doodles and her husband.
And hes committed to making sure youre supported every step of the way from application to payoff. Robin has more than 15 years of experience in the financial industry. (Just log in and click support.).
If you currently have the CardValet app, you can select sign in and use your CardValet credentials to carry over your card information. As Mike likes to say, youre not just choosing him to get your home loan approved and closed, youre choosing the resources and commitment of the entire Summit team! Obtain a copy of the police report and the police report number. Please click the button below to apply in our new system. Youll also find him cooking, camping, hiking and supporting local sports teams. Hes also a graduate of the WBA Commercial Lending School. He enjoys outdoor activities of any kind, traveling and attending sporting events. Please click the button below to apply in our new system. Need help setting up online banking?
Portage Connect with a Business Development Officer. City Station** Sure, its a serious big step and youll have lots of questions, which makes it especially important that Reggie is so approachable, helpful and, yes, fun and easy to talk with. GO Bundle: Accounts and loans to help young adults get on the right financial path. Chad works hard to help members understand their mortgage options and choose the one that best meets their needs. Emma values the team aspect of Summit, where everyone wants the same thing to help every member (including you!) Monona Sadie Baile already knew this the first time she worked at Summit from 2011 to 2014 when Sadie worked her way from Summit teller to lender to branch manager. If you have specific questions about your account, please log into Online Branch and use the Message feature to send us a secure message.
She enjoys working at Summit, where she says every employee shares a common goal: Providing excellent service to our members. Meet Tori Wooley. This will help stop fraudsters from opening any additional accounts in your name. After all, shes helping someone achieve one of lifes major milestones and what could be more rewarding? A Marine Corps veteran, Justin first joined the Summit team as a part-time teller at our VA Medical Center branch in Milwaukee. Open your checking, savings, club, money market, or CD today without ever stepping foot in the branch. Check and double check! A home is the biggest purchase most people will make in their life, so its no surprise if you have a lot of questions about how it all works. Want to walk away from your next mortgage loan experience feeling informed, empowered and delighted? Get started today! Activate Card LEI: 254900NTAC4H10MGSU23. When hes not working on a home loan for a member, youll probably find Jesse gardening, hiking, streaming a movie or cooking.
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She also has extensive experience working with real estate investors in the residential and commercial markets and earned the Small Business Administration (SBA) 7A Fundamental and Advanced Diplomas issued by the National Association of Government Guaranteed Lenders (NAGGL). (855) 340-8778 (Cash Back Cards only). After spending his first years at Summit focused on helping members achieve their overall financial goals, Jesse turned his focus to mortgage loans and refinances. Bob understands everything that goes into creating that magic moment, when your loan is in place and the closing on your new home is complete. Landmark Credit Union does not endorse or guarantee the products, information or recommendations provided by the linked website and is not liable for any products, services, or content advertised on the linked website.
An experienced mortgage lender, Ed loves nothing better than finding ways to make a complex situation easy.
A graduate of Lubar School of Business at The University of Wisconsin-Milwaukee, Gary is a lifelong learner and can frequently be found at industry seminars, webinars and trade conferences looking to uncover new ways to better serve his members.