Organizations Filed Purposes:
The mission of University of Wisconsin Credit Union (UWCU) is to encourage thrift among its members, to create a source of credit at a fair and reasonable rate of interest, to provide an opportunity for its members to improve their economic and social conditions and to perform the functions and exercise the powers designated for credit unions under applicable law.
The University of Wisconsin Credit Union is a federally insured financial institution that provides consumer financial products and services to meet the money management goals of its members.
UWCU is one of Wisconsin's fastest-growing home purchase financing lenders and falls within the top ten in Wisconsin among all mortgage lenders. UWCU assisted over 4,000 households who purchased or refinanced homes. The credit union continues to be a resource for first time home buyers offering educational seminars to potential home buyers. UWCU continued to be a top educational lender in 2019 and offered both fixed and variable rate Private Student Loans. UWCU refinanced over $27 million in student loans, lowering members' rates.
In 2019, UWCU welcomed 36,274 new members and opened 26,568 new checking accounts. The Credit Union's honest and straightforward business practices continue to drive membership and relationship growth. At the end of 2019, UWCU served over 278,000 members and over 214,000 checking accounts.
UWCU continues to focus on delivering financial services in a trustworthy manner. UWCU continues to provide credit consultation services which is a free service that benefits any member. Members can meet with a financial specialist to review their credit report, better understand their credit score, or research options to lower rates on existing loans. UWCU offers a student loan refinance product which allows members to refinance multiple loans into one with a low rate and one easy payment. UWCU offers low-limit, low-rate credit cards for young adults to help them build their credit responsibly, and affordable no annual fee secured credit cards for members who need to repair their credit. UWCU offers an overdraft line-of-credit protection with no annual fee. Members have free access to their credit scores through Web Branch.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Paul Kundert | President/CEO | 45 | $751,771 |
| Brad Mcclain | Exec VP/CFO | 45 | $400,125 |
| Rob Van Nevel | Exec VP & CMSO | 45 | $334,613 |
| Mike Long | Exec VP/CCO | 45 | $321,211 |
| Lee Wiersma | Exec VP/CHRO | 45 | $273,231 |
| Jonathan Bundy | CLO/Asst. Corp. Secretary | 45 | $253,901 |
| Teodor Trandafir | Director of Investment Services | 45 | $244,201 |
| Richard Mckinley | Mortgage Loan Officer | 54 | $238,587 |
| Julio Rios | Vice President of Mortgage Lending | 45 | $237,532 |
| Greg Yelk | Vice President of Information Technology | 45 | $231,977 |
| Eric Bangerter | VP of E-Commerce | 45 | $208,883 |
| David Mickelson | Vice President of Member Service Operations and Card Programs | 45 | $207,657 |
| Jeremy Marshall | Financial Consultant II | 45 | $205,520 |
| Anne Norman | SVP and CMO | 45 | $202,107 |
| Will Hamielec | Mortgage Loan Officer | 44 | $199,749 |
| Jason Feist | VP Member Sales and Services | 45 | $197,881 |
| Yvonne Evers | Director (Partial to April 2019) | 2 | $1,896 |
| Jeffrey Russell | Director - Secretary | 3 | $1,785 |
| Shenita Brokenburr | Director | 2 | $900 |
| Michael Collins | Director | 2 | $900 |
| Michael Carr | Director | 2 | $900 |
| Steven Rick | Director-Chair | 3 | $900 |
| Marion Brown | Director-Vice Chair | 3 | $900 |
| Kelly Wilson | Director - Treasurer | 3 | $900 |
| Phyllis King | Director | 2 | $680 |
| Terry Warfield | Director (Partial starting June 2019) | 3 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202012839349301556_public.xml