Attendees shared a multitude of success stories at the two-hour Mortgage Roundtable, presented by Tracy Ashfield.
One of the strengths of the CUNA Lending Council Conference is attendees’ commitment to sharing success stories and discussing challenges. That dynamic came into play during a two-hour Mortgage Roundtable session as well as at various breakout sessions.
The roundtable, moderated by Tracy Ashfield, president of Ashfield & Associates, featured input from several credit unions on how to structure mortgage lending officer staff, enhancing relationships with area real estate agents, and differentiating from non-bank competition.
Breakouts focused on a variety of issues, including credit card profitability, attracting millennial staff, and mortgage innovation.
Scroll through the photos below to explore Tuesday’s breakout sessions.
Steve Quigley, vice president of retail banking at the University of Iowa Community CU leads a discussion on consumer lending topics.
Kevin Kesecker, senior vice president/chief lending officer at SECU, explains how the CU increased its auto decisioning process.
Jeff Jackson, chief lending officer at Michigan State University FCU, says the engagement an employee has with a member is key to the loan process.
When making a loan decision, pay attention to the member’s story, not just the credit score, says Jessica Oliver, financial outreach director at Pelican State CU.
Matt Scarborough, CEO of Bridgeforce, explains how to effectively manage lending compliance programs and offers insights on legal hot topics.
Cap new issues of “starter” credit cards at 10% of your card portfolio because that product loses money, PSCU’s Bradley Wylie says.
Design your mortgage products around member experience and then acquire tools, rather than the other way around, Tracy Ashfield advises.
Clark Duncan of Fort Knox FCU shares his thoughts on how best to attract millennial employees.
Lauren Culp of The Cooperative Trust moderates a panel discussion on adding millennials to your staff.
A panel discussion on attracting young staff members features (left to right) Clark Duncan of Fort Knox FCU, Mark Volz of Guardian CU, and Jackie Shaeffer of Maps CU.
Credit Union Magazine’s Summer 2023 issue highlights the lending outlook for the rest of the year, how credit unions leverage fintech companies to boost digital lending, the power of lending partnerships, common Bank Secrecy Act violations, and the shift board members must make when becoming chair.
