At CUBG we consult with our credit unions every day on all aspects of business services. Whether you’re just getting started or you have a seasoned program, we can help get you to that next level of service.
How We Work Together
At CUBG, we don’t believe in a one-size fits all solution. We will tailor our services to meet the individual needs of your credit union. CUBG will consult with your team in developing and executing a plan to move your program in the right direction.
CUBG provides complete loan analysis and underwriting services.
CUBG has also established a relationship with D+H, provider of the LaserPro documentation system to bring a fully outsourced business loan documentation solution to your credit union.
After the business loan is closed, periodic analysis is an essential step to ensure ongoing credit quality.
Independent Loan Reviews
Prudent business lending practices require an independent third party to review the quality and thoroughness of your credit union’s underwriting and file documentation. From underwriting and file reviews to full portfolio and operations reviews, CUBG’s expertise in this area is unparalleled in the credit union industry.
Loan participations offer significant benefits for both buying and selling credit unions. CUBG’s participation network is a well-established central resource that facilitates the entire participation process.
A business deposit program is an essential part of the core services business members need. CUBG offers extensive expertise to implement and enhance these key product offerings.
Offering merchant services deepens the relationship with your business members and is essential in the business deposit product package.
Each credit union will have a different need, approach, and strategy in marketing their business services program. The templates and resources CUBG has built will help get your campaign started in the right direction.
CU Business Group recognizes the need to assist credit unions in finding quality business services professionals. To accomplish this, we have formed alliances with top-quality recruiting firms.
Regional & On-Demand Training
CU Business Group offers a wide variety of business lending education courses presented across the U.S. as well as on-demand training sessions specifically for business services professionals.
Our annual National Business Services Conference features extensive networking opportunities and top-notch speakers with a variety of business services topics.
CU Business Group recognizes that standard curriculums don’t always meet the specific needs of your program. We are happy to discuss your needs and how CUBG can provide customized training for your credit union.