Business Services

Dave came to Capital Credit Union in 2022.  He brings 25 Years of business banking experience, having held roles of Chief Credit Officer, Chief Lending Officer and Senior Commercial Banker. He is a member of the Current Expected Credit Loss (CECL) committee, Asset-Liability Committee (ALCO), business lending committee and Management Teams at Capital Credit Union. Further, Dave is a member of the Reach Business Lending Committee (WI Credit Union League subsidiary).

Dave holds a Bachelor of Science degree in economics from UW-Stevens Point, a Master of Business Administration from Concordia University, and is a graduate of The Graduate School of Banking with a Certificate in Leadership from the University of Wisconsin-Madison.  Dave is also on the Board of Directors at CP, Inc, a member of Ashwaubenon Kiwanis, and Definitely De Pere.

Mark brings 31 years of experience in the banking industry to our team. The first 3 years he worked as a credit analyst for a large regional bank.  Mark received extensive credit school training where he exclusively underwrote Commercial and Industrial loans. After some time as a credit analyst, Mark transitioned and became a commercial lender for 28 years. He has worked for community banks prior to joining Capital Credit Union. Mark is experienced in lending to borrowers in the following industries: manufacturing, wholesaling, law firms, accounting firms, commercial real estate, investment real estate, medical, hospitality, and non-profits. He has worked with borrowers ranging from start-ups to borrowers with revenues of over $200 million. He is also versed in the Small Business Administration (SBA) loan programs. Mark has a deep background in US Small Business Administration lending, and was the administrator for the SBA program at a former community bank.

Mark has a bachelor’s degree in finance from University of Wisconsin - LaCrosse.  Mark is a proud member of the Bellevue Lions and active supporter of Juvenile Diabetes Research Foundation (JDRF).

Lisa Berger is the Commercial Lending Support Specialist at Capital Credit Union. As the main channel of support for the business lenders at Capital Credit Union, Lisa is responsible for providing exceptional support to both her team of lenders and Members of Capital Credit Union. Lisa has over 35 years of banking experience, specializing in Commercial loan documentation with Post closing review, Compliance, HMDA reporting, Vendor Management and Small Business guaranteed lending programs to include SBA loan approvals, documentation, closing functions and 1502 reporting. Prior to Capital Credit Union Lisa held a Compliance role supporting a consortium of credit unions, and held a Commercial Loan Support position for 15 years at a community bank. Lisa also holds a Certification of Credit Union Compliance Expert since 2019.