EXPERTISE
Our staff is highly knowledgeable in all areas of business lending, deposit programs and other package services.
We support your credit union as needed with our…
Our staff is highly knowledgeable in all areas of business lending, deposit programs and other package services.
We provide policies, forms, products, resources – and all the answers you need.
CU Business Group brings many of the package products you need to round out your program.
Our training courses cover a wide range of business topics delivered in person or via webinar.
We work with your credit union in the way that best meets your program goals.
“When you’re taking to regulators and they know that CUBG is involved, that goes a long way. The regulators know you’re working with the right group.” Hear from Brian Sherrick, President and CEO of Ideal Credit Union, on his experience working with CU Business Group over the last 15+ years.
“If you’re thinking about entering business services or commercial real estate, CU Business Group is a great place to start.” Hear from Patty Jimenez, Vice President of Lending, of Southland Credit Union on her experience in with working with CU Business Group over the last 10+ years.
“CUBG’s team is extremely knowledgeable in all aspects of business lending and deposit products. We’ve been able to count on CUBG’s expertise and sound advice.” Hear what Jenee Rawlings, CEO of Yolo Federal Credit Union had to share about working with CUBG.
“Two credit unions were begun thanks to CUBG. We began the member business programs from the ground up with the help of CUBG” Hear what Carl Roer, CEO of Cascade Federal Credit Union had to share about working with CUBG.
“CUBG provides us with the expertise necessary to make commercial loans in a safe and sound manner, and in a cost-effective arrangement.”
From the annual portfolio reviews we do with Mark, the lending opportunities with Dexter, and the assistance on ACH with Claire… we’ve really enjoyed and benefited from our relationship with CUBG. You have assembled a great team!
“I could not be happier. Mike Mucilli has been awesome in every aspect – communication, advice, third party reviews, making himself available, etc. Any webinar we take with Mike Smith is awesome as well. Also, any time I email info at CUBG, they are super responsive and helpful. I leaned on CUBG more than ever in 2020, and I won’t forget the great service.”
“With the COVID-19 situation, I had numerous opportunities to use various consulting staff members (extensions/deferred payments, NCUA regulation guidance, economic forecasts, etc). All have been very helpful, gave good information, and were very supportive.”
“The loan policy and updates are vital to our organization. Trainings and conferences help us continue education and learn best practices from other institutions. Third party loan reviews help us to work on procedures without the pressure of NCUA.”
“CUBG has always been extremely helpful regardless of the questions/information I have requested. Very professional and always willing to assist, whether it’s underwriting, documentation or just conversation on various topics.”
“Great resource for training for new employees to continued training for board members. The conference is great with the focus on business lending and deposits in a credit union environment. This focus at a credit union conference makes this conference like no other in the industry.”
“CU Business Group is the best in the industry and can help you with every aspect in commercial lending. My former credit union was one of the first members of the CUSO. We still use them as a secondary reviewer of our larger in-house credits and with our participation loan reviews. Their services are ala carte so its scalable and more affordable. They have a ton of expertise and I highly recommend you consider their services.”
“I appreciate CUBG’s rapport, trust, and communication channels maintained with regulators and industry professionals that allow recommendations and concerns to be shared.”
“It is the overall combined service we receive that makes CUBG such a valuable partner.”
“CUBG’s annual reviews are a very cost-effective solution to a very important regulatory and risk management necessity.”
“I’ve appreciated the education offerings and the depth of experience provided to support our MBL efforts, as well as keeping us on top of what is happening nationally.”
“Personnel are knowledgeable and willing to help.”
CU Business Group is a credit union service organization dedicated to helping credit unions succeed in serving their member businesses.