Julie has been with Summit since 2017. In that time, the company has grown more than 10x over, and the remittance workload grew with it. The headcount handling that workload did not.
As the sole person responsible for processing remittances across multiple unions nationwide, Julie became the single thread holding a critical process together. That expertise came at a steep personal cost: four days every month consumed by remittance work, weekends included. For five years, she rarely took a lunch break. The volume of manual data entry — particularly into portals for specific union funds — was significant enough to leave her hands and arms physically sore.
The problem wasn't just personal. It was structural — and growing.
The pain of remittances would only compound as Summit continued to expand. And buried inside that workload was a compliance risk leadership couldn't fully see: audit findings were being processed without proper review, not because Julie lacked the expertise, but because there was no time to conduct a thorough assessment. For an organization of Summit's scale, that exposure was significant.
Summit's management recognized the risk — and couldn't ignore it. The risk of losing Julie due to an unsustainable workload was real. Hiring another full-time employee would have added a person to the problem, without solving it. What Summit needed wasn't more hands on a broken process. It needed a better one.

