Requesting and verifying proof of insurance from borrowers can be difficult. However, investing in digital tools can help your lending institution establish a more efficient and effective process for requesting insurance verification from your borrowers. [...]
Having just spent a year on the road (virtually) facilitating strategic planning sessions for dozens of credit unions - I can share that nearly all have two areas of high strategic focus through the next [...]
Disclaimer: Nanci is going to be serious for once! I know it is a strange concept but roll with me... I am about to make a bold statement. Leadership teams within a company can segregate [...]
The cooperative model is rooted in inclusion and access. Why, then, does our country’s credit union industry, and the broader cooperative movement, remain primarily white? It’s a question that many people in this [...]
The process of reviewing appraisals for commercial loans is an important aspect of due diligence that is not always given thorough consideration. Appraisal reviews can serve many important purposes, but our focus here will be [...]
Credit Union women have blazed the DEI trail as a worldwide movement for over 12 years with an extremely relevant purpose – advancing economic stability through diversity, equity and inclusion. This DEI movement takes on all [...]
You think you know that the team leader you just hired will be a great asset to the company. The candidate writes well, knows every MS Office application inside and out, arrives at every appointment [...]
2020 has been one heck of a year, and credit unions across the country have spent an immense amount of energy and focus trying to serve their member’s needs under the constraints of COVID-19. [...]
I love underdogs in sports. Loveable losers. Longshots. When actual victories aren’t at hand, underdogs represent the best qualities—personality, spirit, and gumption. While there are many soul-lifting moments in sports underdog history, allow [...]
America’s credit unions have never been more resilient, and perhaps never more necessary than now. In the past year when Americans faced multiple crises, credit unions had their back, and proved their “People Helping [...]
How often do you find yourself saying, “That looks like a great session, I’ll purchase the archive and watch it later.” It sounds like a solid plan, but when it comes down to it, [...]
Back in 2019, I was 19 years old and a sophomore at Duke University. I hated how schools were attempting to teach us financial literacy - countless dull presentations that would always leave my class [...]
Last month, I wrote about common values and how our personal values need to align with those of our businesses and institutions for a great society to thrive. This is always a challenge because we [...]
When I wake up every morning, I have the world at my fingertips. My handy mobile device can order food, check the weather, update my fantasy football roster and stay in touch with those I [...]
Each year, credit unions use the President’s Day financial services holiday to provide staff training. Even if your training was virtual this year, calculating the cost of this type of training day goes far [...]
