Melanie Thompson
Sun Prairie
Summary
Dynamic professional with extensive experience in leadership, event coordination, nonprofit engagement, and content development. Proven success in networking, partner management, and fostering collaborations with stakeholders to advance strategic goals. Experienced in developing educational materials and delivering engaging events for diverse audiences. Highly organized and tech-savvy, passionate about creating meaningful experiences that enrich communities. Ready to leverage expertise in program development, partnership building, and stakeholder engagement in a role aligned with my passions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Wellness Specialist
Summit Credit Union
02.2021 - Current
- Facilitate webinars, in-person learning events, and financial coaching sessions to support money management, credit, and goal planning.
- Develop and deliver financial education materials, including presentations, courses, and e-learning for employees, partners, and community groups.
- Manage relationships with 100+ employer partners and 100k employees, driving growth of financial wellness initiatives.
- Acquire new SEG relationships, onboard partners, and expand financial wellness program in collaboration with leadership.
- Train new hires in curriculum design, virtual facilitation, and presentation techniques.
- Increased employee 401k enrollment by 30% through innovative e-learning strategies.
Loaned Executive by Summit Credit Union
United Way of Dane County
07.2024 - 11.2024
- Managed a $850,000 revenue portfolio, overseeing 30 accounts and driving participation in workplace campaigns to foster a culture of giving.
- Partnered with nonprofits to address community needs and strengthen collaborative initiatives.
- Facilitated workplace kick-offs and educational events, inspiring engagement and collaboration with leadership.
- Delivered presentations to groups of up to 40 companies, enhancing public speaking and engagement skills.
- Built strong relationships with leadership, business volunteers, and industry leaders to expand networks and community impact.
Contact Center Senior Underwriter
Summit Credit Union
08.2020 - 02.2021
- Trained and coached new underwriters on underwriting guidelines and regulations
- Provided support via telephone, email, web chat, or other channels as required by the organization to service members promptly
- Analyzed financial data including credit, income, assets, liabilities, and debt-to-income ratios of applicants
- Underwrite loans promptly to deliver recommendations
Branch Manager II
Summit Credit Union
06.2013 - 08.2020
- Oversaw daily operations of a full-service branch, including lending, product sales, customer service, and security.
- Promoted a sales and service culture through coaching, staff motivation, and providing guidance to achieve branch and individual sales goals.
- Drove new business sales, referrals, and retention of account relationships to enhance customer satisfaction and business growth.
Education
Associate in Science (A.S.) - Business Administration - Finance
Madison College
Madison, WI05.2011
High School Diploma -
Marshall High School
05.2002
Skills
- Financial Education
- Digital Content
- Public Speaking
- Resource Development
- Partnership Building
- Donor Stewardship
- Social Impact
- Communication
- Leadership
- Strategic Planning
Certification
- Completion of Loaned Executive Program, United Way of Dane County 11/19/24
- Certification in Credit Union Financial Counselor (CCUFC), 09/01/21
- Certification in Fire Service, Madison College, Madison, WI, 05/01/17
References
References available upon request.
Volunteer Experience
- Cottage Grove Chamber of Commerce, Board Member, 01/01/14, 12/31/22
- Marshall Fire Department, Member, 01/01/17, 12/31/18
- Wellness Council of Wisconsin, Member, 01/01/21, Present
Timeline
Loaned Executive by Summit Credit Union
United Way of Dane County
07.2024 - 11.2024
Financial Wellness Specialist
Summit Credit Union
02.2021 - Current
Contact Center Senior Underwriter
Summit Credit Union
08.2020 - 02.2021
Branch Manager II
Summit Credit Union
06.2013 - 08.2020
High School Diploma -
Marshall High School
Associate in Science (A.S.) - Business Administration - Finance
Madison College
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