Upward Credit Union | Auto Loans & Nationwide ATM Access

Introduction

Established in 1956, upward has proudly served the community with a commitment to financial empowerment and exceptional member service. Under the leadership of CEO Jason Mertz-Prickett and Board President Annie Miller, we strive to foster a welcoming environment that prioritizes our members' financial wellbeing. Located in the heart of Burlingame, CA, our headquarters stands as a testament to our dedication to providing accessible banking solutions tailored to meet the diverse needs of our members.

At upward, we understand that modern banking requires innovative tools and resources. That’s why we offer a suite of services designed for convenience and efficiency, including online banking, a user-friendly mobile application, P2P transfers, e-statements, and mobile payments. Additionally, our electronic signature authorization makes it easier than ever to manage your finances on the go. As an NCUA-insured institution since February 1, 1980, we prioritize trust and security in every interaction. For more information about our services or to get started on your financial journey with us, please visit our website at https://upwardcu.org/ or reach out via fax at (650) 231-1310. Join us today and experience the member-first approach that sets us apart in the world of finance.

Financial Services

At Upward Credit Union, we understand that managing your finances is a vital part of life, whether you're planning for a significant milestone or simply navigating everyday expenses. Our diverse range of services includes everything from personal banking solutions like checking and savings accounts to auto loans and vehicle financing. We also offer mortgage loans, credit cards with rewards, and business banking services tailored for small businesses. With our commitment to accessibility, members can easily manage their accounts through online banking and our user-friendly mobile application. Features such as person-to-person transfers, mobile payments, e-statements, and electronic signatures make banking seamless and efficient, empowering you to take control of your financial journey.

We believe in providing our members with the tools they need to succeed financially. By offering competitive loan options and easy access to resources for loan comparison at https://www.lendmesh.com/loans/personal_loans, we enable you to find the best rates that suit your needs. Our membership is designed to be inclusive, ensuring that everyone has the opportunity to benefit from our services—learn more about eligibility at https://upwardcu.org/about/eligibility-benefits/. If you have questions or need personalized support, don’t hesitate to reach out via fax at (650) 231-1310. At Upward Credit Union, we're here to support you every step of the way as you work towards achieving your financial goals.

Financial Highlights

Upward is not just a financial institution; it is a trusted partner dedicated to helping its members achieve their financial goals. With a robust total membership of 4,468, Upward stands as a pillar of support for individuals and families in the community. The credit union boasts impressive total assets amounting to 95,316,733, reflecting its stability and commitment to sound financial management. This strength is further underscored by a net worth of 9,408,832 and a solid net worth ratio of 986, indicating that Upward effectively manages its resources while maintaining an enviable level of solvency.

In the past year, Upward has achieved a notable net income of 205,648, which speaks volumes about its operational efficiency and commitment to growth. With total deposits reaching 3,042,264, members can rest assured knowing their funds are secure and accessible. The credit union also demonstrates its dedication to lending, with total loans and leases amounting to 3,178, providing essential financing options tailored to meet diverse needs.

Employing a team of just 14 skilled professionals, Upward emphasizes personalized service and attention, ensuring that every member receives the support they need on their financial journey. Additionally, the credit union offers various loan products, including a commendable credit card loan volume of 1,176 and an auto loan volume of 992. Although commercial loans are limited at 6, Upward remains focused on serving personal banking needs with excellence.

Performance insights and financial data are sourced from the National Credit Union Administration (NCUA) at: https://www.ncua.gov. If you’re ready to take control of your finances and explore your options, compare real-time loan offers today at https://www.lendmesh.com/loans/personal_loans and find the best rates for your needs.

Upward CU

Introduction

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Financial Highlights

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