Credit Union Advisory Services

Expert guidance to maximize lending operations

In today’s increasingly competitive lending market, credit unions must continuously evaluate how to maximize lending, create efficiencies and increase profitability in order to remain market leaders and relevant to members.

With lending advisors that you know and trust, CU Direct will help your credit union optimize lending efficiencies, improve lending ratios and gain greater portfolio performance. From professional analysis and risk assessments to education, we provide the expertise and guidance to help you achieve your goals.

Optimization Review

Optimization Review

  • Decision engine optimization to improve speed and accuracy of loan decisions
  • On-site consultation to maximize utilization of Lending 360’s robust system features
  • Recommended best practices to increase productivity, efficiency, and member experience
Benchmarking and Peer Analysis

Benchmarking and Peer Analysis

  • Efficient and accurate comparisons of indirect lending performance against peers, as well as national and state averages
  • Benchmarking data not available anywhere else
  • Opportunity identification to optimize your indirect program
Lending Academies

Lending Academies

  • Complete review of all regulations related to loan portfolio management
  • Deep dive into key performance indicators that should be monitored on a regular basis
  • Strategies for collecting valuable data for performance analysis
  • Hands-on workshop using industry standard credit union analytics tools
Customized Consultation

Customized Consultation

  • Pricing and tier recommendations to maximize portfolio performance
  • Concentration risk and product mix analysis
  • Portfolio Risk and Profitability Analysis: assess profitability and ensure proper management indicators are in place
  • Policy review and recommendations/underwriting analysis
  • Process improvement, productivity, operational efficiency, and staff structure
  • Trusted advisors with decades of experience

Ready to get started?

Ready to get started?