Financial Education

Certified Credit Union Financial Counselors (CCUFC)

Many TopLine employees have successfully completed Credit Union National Association’s (CUNA) Financial Counseling Certification Program (FiCEP).

This program enhances employees’ financial knowledge and skills to provide an elevated level of financial wellness, guidance and counseling to assist credit union members.  Through the year-long certified program, credit union employees learn how to better council members on developing healthy financial habits, such as establishing a financial services relationship, developing a budget, importance of emergency savings, saving for retirement/401k contributions, tracking expenses, using credit wisely, paying down debt, understanding credit reports and scores, and the importance of planning for their futures.  Employees who complete the course receive the Certified Credit Union Financial Counselors (CCUFC) designation.  We remain committed to providing financial expertise, guidance and resources that meet our members’ individual needs to improve their financial wellness.

certified credit union financial counselors

Alan S., SVP & Chief Lending Officer (CCUFC), Maple Grove Corporate

Alexis O., Assistant Branch Manager (CCUFC), Plymouth

Amy J., Mortgage Processor and Closer (CCUFC), Maple Grove Corporate

Ann L., Collections Manager (CCUFC), Maple Grove Corporate

Barb C., Senior Mortgage Officer (CCUFC), Maple Grove Corporate

Ben M., Member Services Specialist (CCUFC), Brooklyn Park

Beverly T., Member Lending Specialist (CCUFC), Maple Grove Corporate

Bob M., AVP Lending (CCUFC), Maple Grove Corporate

Cameron N., Member Services Specialist (CCUFC), Plymouth

Chantal C., Loan Servicing Representative (CCUFC), Maple Grove Corporate

Choua X. Branch Manager (CCUFC), Maple Grove – Arbor Lakes

Clayton J., Mortgage Consultant (CCUFC), Maple Grove Corporate

Dan S., Member Services Specialist (CCUFC), Como Park

Eric R. Business Lending Manager (CCUFC), Maple Grove Corporate

Joe M., Collections Coordinator (CCUFC), Maple Grove Corporate

Julie M., Director of Sales(CCUFC), Maple Grove Corporate

Kari K., Member Services Specialist (CCUFC), Maple Grove – Arbor Lakes

Kayla D., Card Services Rep I (CCUFC), Maple Grove Corporate

Kristina F., Director of Loan Servicing (CCUFC), Maple Grove Corporate

Mandee S., Senior Member Care Center Representative (CCUFC), Maple Grove Corporate

Pam D., Loan Service Representative (CCUFC), Maple Grove Corporate

Peter F. Member Business Lender (CCUFC), Maple Grove Corporate

Sam S., Senior Loan Officer (CCUFC), Coon Rapids

Sara M., Member Care Center Manager (CCUFC), Maple Grove Corporate

Scott B., Branch Manager (CCUFC), Coon Rapids

Shannon M., Senior Consumer Loan Officer (CCUFC), Maple Grove Corporate

Stephanie B., Member Lending Specialist (CCUFC), Maple Grove Corporate

Tiffany H., Member Services Specialist (CCUFC), Maple Grove – Arbor Lakes

Tom B., Member Service Specialist (CCUFC), Brooklyn Park

Valerie R., Branch Manager (CCUFC), Bloomington

Vinny B., Branch Manager (CCUFC), Champlin

Wyatt S., Financial Services Rep II (CCUFC), Forest Lake

Schedule an Appointment

We welcome the opportunity to meet with you individually to discuss your personal financial situation and to help you make sound financial decisions.  We look forward to assisting you on your financial journey.  If you would like to schedule an appointment, please fill out the form below.

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