by don arkell | Dec 6, 2022 | Uncategorized
Remember June of 2020? The world was crazy, all your employees were working from home, and you were figuring out how to have meetings on Zoom and Teams? On 6/16/2020, a legal opinion came out from the NCUA. You can find that link at the bottom of this...
by Jessica Vartanian | Nov 17, 2022 | Contact Center, Uncategorized
Can you believe it is already the end of November? I feel like it was just yesterday that budget season was starting, and now (hopefully) it’s beginning to wrap up. One consistent theme that both Don and I hear from our clients around this time every year is, “we...
by don arkell | Oct 25, 2022 | Uncategorized
Previous employee loans are one of the categories of “high risk loans” we talk about in our training. In my opinion, I believe the credit union should be aggressive when lending to their own employees. One of my questions I ask every frontline employee when I am...
by don arkell | Sep 7, 2022 | Uncategorized
I have the pleasure of visiting credit unions across this wonderful nation. It is the greatest joy in my career to get to see the hardworking people of this country face-to-face. Recently, I was at a credit union in San Antonio, Florida. Yes, there is a...
by don arkell | Aug 30, 2022 | Uncategorized
Jessica and I spend a lot of time getting “in the short grass” onsite with clients. Part of our consulting work involves following an application from origination all the way through the process to terminal storage. I describe this as “getting the...
by don arkell | Aug 23, 2022 | Uncategorized
Photo by Engin Akyurt on Pexels.com Clients, As summer winds down, our travel schedule at CU Lending Advice starts getting very busy. We have a busy Fall on the books as credit unions enter planning season. One area that we focus on when working with clients is the...
