Liza Edinger
Monico,WI
Summary
Performance-driven President/CEO with over a decade of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Strong emotional intelligence when dealing with sensitive subject matter and assisting others in improving their financial well-being.
Overview
22
22
years of professional experience
Work History
President/CEO
Ripco Credit Union
Rhinelander, WI
02.2010 - 12.2021
- Directed all credit union operations, which included planning and implementing programs, policies and procedures.
- Individually and through support staff, provided strategic and/or administrative direction and management in all credit union functions which included: accounting, ALM (Asset Liability Management), business development, compliance, facilities management, finance, Human Resources, investments, lending, marketing, operations, retail services, risk management, and security.
- Placed high priority in conducting myself in a professional manner consistent with the credit union's image and mission statement; treated members, colleagues and subordinates with utmost respect, courtesy and sensitivity to privacy.
- Promoted products and services, provided outstanding member service, and consistently achieved goals of the credit union.
- Developed, recommended, and implemented financial policies and procedures.
- Ensured that credit union was in compliance with all federal and state laws and regulatory agencies as applicable.
- Created and supervised annual budget for credit union that was consistent with overall strategic plan.
- Presented compensation philosophy to Board of Directors. Planned and established appropriate wage and salary structure for over 50 employees in accordance with that philosophy.
- Planned and had oversight of employee benefit program, balancing internal demands and equity in marketplace and costs.
- Reported to Board of Directors on monthly basis condition of credit union and any items needing Board's attention.
- Conducted management meetings on regular basis to ensure exchange of information and ideas, resolution of problems, discussion of trends, etc. Ensured that information was communicated throughout credit union.
Executive Vice President
Ripco Credit Union
Rhinelander, Wisconsin
07.2007 - 02.2010
- Worked with President/CEO and senior management team to implement strategic goals of credit union.
- Accomplished action plan items and other projects and duties assigned.
- Addressed issues from internal audits and state exams.
- Maintained knowledge of competitors’ products and services. Researched and implemented new products for credit union to remain competitive.
- Recommended changes to policies.
- Analyzed problems as they occurred and determined solutions, working with staff and delegating as appropriate.
- Utilized organizational skills to enhance efficiency of departments.
- Performed other duties and took on other responsibilities as directed by President/CEO.
Investment Manager/Assistant Comptroller
Ripco Credit Union
Rhinelander, WI
05.2001 - 07.2007
- Investment portfolio management.
- Assisted in decision-making processes in pricing, marketing, and lending/underwriting by performing trend analysis of actual results, creating what if scenarios and making recommendations based on these analyses.
- Produced regular reports for President/CEO and Board analyzing trends in actual performance as well as exposure to interest rate risk.
- Maintained Asset Liability Management system’s data and key assumptions to ensure information was current, assumptions supported appropriate analysis, and programs met standards of outside regulators or auditors.
- Worked with various levels of management to create recommendations for ensuring net income and capital expectations were met across range of possible future economic environments.
- Supported budgeting, planning, and reporting processes.
- Supported accounting department functions as needed and looked for opportunities to create operating efficiencies and improved processes within Finance/Accounting function and/or in other departments.
Part-Time Teller
Ripco Credit Union
Rhinelander, WI
05.2000 - 05.2001
- Maintained high degree of knowledge of all Ripco Credit Union products and services.
- Ensured all member requests were processed accurately and efficiently.
- Adhered to Ripco Credit Union’s Cash Management policies and procedures.
- Researched all teller transactions when potential errors were identified and communicated with affected members.
- Consistently sought out opportunities to exceed member expectations.
- Displayed sound judgment and confidence in handling member requests.
- Demonstrated ability to work with members of all ages and backgrounds.
- Assumed responsibility of personal development through ownership of feedback, training, collaboration, and teamwork.
Education
Numerous Job Specific Conferences And Training
Credit Union Leadership
CUNA Management School
Madison, WIHigh School Diploma -
Midland High School
Midland, MISkills
- Financial Management
- Portfolio Management
- Strategic Planning and Execution
- Employee Motivation & Performance
Additional Information
I have recently taken an early retirement but would like to utilize the skills and interests I have in helping others, especially as it relates to someone's finances. I am fully aware of the sensitive nature of this subject matter and find great fulfillment in helping others benefit themselves while leaving them feeling respected and uplifted. I have a strong desire to provide warm and friendly interactions with others who may find anything related to finances, taxes and investments overwhelming and burdensome. I would thoroughly enjoy the opportunity to continue to use my talents in a way that can help others. At this stage of my life I am looking to work as an individual contributor to an organization or as a support staff member.
Timeline
President/CEO
Ripco Credit Union
02.2010 - 12.2021
Executive Vice President
Ripco Credit Union
07.2007 - 02.2010
Investment Manager/Assistant Comptroller
Ripco Credit Union
05.2001 - 07.2007
Part-Time Teller
Ripco Credit Union
05.2000 - 05.2001
Numerous Job Specific Conferences And Training
Credit Union Leadership
CUNA Management School
High School Diploma -
Midland High School