Highlights from the CUNA Lending Council Conference
Sessions examine mobile lending, product management, and more.
Performance expert and former Blue Angels pilot John Foley greets Wendy Rohrer, vice president of consumer lending for Summit CU, Madison, Wis., after his presentation Monday morning.
CUNA Lending Council Chairman Jason Osterhage, senior vice president of lending at Alliant CU in Chicago, welcomes attendees to the Excellence in Lending Awards luncheon on Monday.
The online and mobile lending experience CUs provide must be “elegant,” says Jeff Miller, director of systems integration, Directors Mortgage/USA Direct Funding. That’s because consumer perception and experience is becoming more important than rates and fees.
Strong product management has a direct effect on the member experience, says Roy Barnes, president of Blue Space Consulting.
Having the right lending system is crucial to improving loan production, according to a panel of CU lending experts. From left are Gary Sneed, Desert Schools FCU, Phoenix; Joan Taylor, Ent FCU, Colorado Springs, Colo.; and Sarah Llewellyn, Elevations CU, Boulder, Colo. Cary Shumway (not pictured), Arizona FCU, Phoenix, moderates the presentation.
CUs can help young adult members survive the travails described in the “post-college flow chart of misery and pain,” says consultant Brent Dixon, who explores ways to attract and retain millennial members.
VyStar CU’s Joan Hill gives CU lenders a better understanding of some key financial ratios.
Client relationship management systems have become one of the most effective methods of tracking interactions between CUs and their members, says Terence Roche, principal with Cornerstone Advisors.
Fair lending laws have become a hot-button issue and point of emphasis for regulators, says Ian Dunn, CEO of Visible Equity.
The CUNA Lending Council Conference Crashers prepare for their Wednesday presentation on developing future lending talent. From left: Ben Raccio, Nutmeg State FCU, Rocky Hill, Conn.; Julia Boldina, New York University FCU, New York; James Marshall, The Cooperative Trust; and Aaron Cumbers, Alliant CU, Chicago; examine how young adults can advance their careers.
Monday’s social event—a dinner cruise aboard a yacht—was a smashing success.