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UMassFive Announces Recent Promotions

- News

UMassFive is excited to announce three recent management team promotions: Assistant Vice President of Finance/Controller, Linda Schmidt; Interactive Teller Machine (ITM) Supervisor, Robert S. Walters III; and Hadley Branch Manager, Brittany Ward.

Linda Schmidt has been promoted to Assistant Vice President of Finance/Controller. Linda’s career at UMassFive began in 2010 as a Teller and a Call Center Representative. Her role quickly progressed to a Contact Center Supervisor, where she remained until 2014. That year, Linda moved into the Finance Department, holding the title of Staff Accountant until 2016, and most recently serving as Financial Analyst. In her new position, she will oversee the Finance Department, as well as perform all Controller responsibilities for the Credit Union. She’s currently enrolled in graduate school for her M.S. in Accounting at the Isenberg School of Management at UMass Amherst. In her free time, Linda enjoys traveling and hiking with her dog, Bobby.

“As the credit union continues to grow, the complexity of the accounting challenges handled by our Finance team has increased significantly over the last few years, and I am proud of how our staff has risen to the occasion. I am looking forward to applying all that I have learned and the experience I have acquired throughout my 11-year tenure at UMassFive to shape and guide the department moving forward.” – Linda Schmidt

Robert S. Walters III has been promoted to Interactive Teller Machine (ITM) Supervisor. Rob’s career at UMassFive began in 2018 as a Member Service Specialist in our Hadley Branch, and he was most recently promoted to Back-up Supervisor in January 2020. In his new position, Rob will oversee the daily operation of the ITM Department, ensuring adequate staffing levels for member volume, troubleshooting the Video Teller machines, and ensuring members have an excellent service experience. Rob lives on the lighter side of life, embracing the mantra: a moment spent unhappy is a moment of happiness lost forever. Rob is an avid fisherman and often spends his lunch break exploring local streams and rivers. He also enjoys boating, snowmobiling, and curating cocktails with family and friends. His leisure time is best spent with his girlfriend Simone, exploring new areas, going out for dinner and Sunday brunch, enjoying espresso and snacking on charcuterie boards.

“As ITM Supervisor, I look forward to working with the ITM and Branch Drive-up teams, and building upon ways we can serve our membership and community.” – Rob Walters

Brittany Ward has been promoted to Hadley Branch Manager. Brittany began her career at UMassFive seven years ago and has held multiple positions during her tenure at the Credit Union. Starting as a Member Service Specialist, she moved on to become a Retail Trainer, ITM Supervisor, Assistant Manager in the Contact Center, and most recently the ITM Manager. In Brittany’s new role, she will oversee the day-to-day operations of the Hadley Branch, including the training and development of the Hadley Branch staff, ensuring her team always puts the interests of members first and makes a positive difference in their financial lives. Although she spends most of her time being a busy mom to her nine year old son Kellan, in her free time she enjoys watching football with her family and friends, boating on Lake Winnipesaukee, and traveling.

“In my new role as Hadley Branch Manager, I look forward to providing financial education, personalized attention, maintaining strong partnerships with organizations in our local community, and providing a workplace culture that encourages professional growth, empowerment, member advocacy, and teamwork.”- Brittany Ward

Employee Promotions

 

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UMassFive recently named the Best Credit Union in the Valley Advocate’s Reader Poll for the eighteenth consecutive year, has announced new leadership for their Board of Directors.