Services

In today’s environment of increased competition, squeezed margins and increased regulatory burden, there never seems to be enough resources to really focus on strategic initiatives, projects and process improvement. There are times when it would be beneficial to have executive level help for a period time to help focus on these things without the bringing someone on with full time salary and benefits. This has been my experience having been a credit union executive for credit unions ranging in size from $85 million to $500 million in assets. With over 20 years of experience in all areas of credit union operations, we can work together to create a plan that will help to reduce costs, increase efficiencies, and provide needed assistance while helping you have more time to focus on strategy and day to day operations.

Work with the client to examine their people, processes, and technology while finding solutions ranging from eliminating duplicate or conflicting work processes to assessing risk tolerance, and doing a better job of integrating technology. Create efficiency by enabling cost reductions driven by improved business processes (including strategic sourcing of goods and services) and enhanced personnel productivity.

Work with client to customize a plan to fit their needs.

• Report review

• Internal controls

• Review control areas

• Operational audits

• Loan review

• Fraud audits

Work with client to build out project plan, timelines and implementation plan, while applying best practices throughout the process.

• Merger process & transition

• Vendor transition

• Online banking & E-services

• Credit / Debit processor

• Electronic Services

  • ATMs

  • E-branches

• Sales & Service initiatives