*Open to Credit Union and CUSOs only.

Roundtable Discussion:

Join us as we kick off the inaugural Volume-Based Network.

On the Agenda:

  • Handling Escrows with significant changes in Taxes & Insurance
  • CFPB or regulatory changes and their potential impacts
  • Technology
  • Creative approaches to low-rate loans in your portfolio
  • What is something new that you have tried this year, and how has it gone
  • Review of what we talked about (what was relevant) last year vs. what the previous 12 months have held:
    • Liquidity and Portfolio Lending
    • Fair Lending Exam Preparation
    • Interest Rates Dropping
    • Float Down Policies
    • Retaining Members
    • Vendor selection + renegotiation with vendors

Event Type

  • Meetings
  • Virtual

Dates

February 20, 2025

Event Time

1:00 pm - 2:00 pm

Location

  • USA

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Speakers

Christopher Ercole
Christopher Ercole, CMB

Vice President Real Estate Lending
Tower Federal Credit Union

Kathy Weber
Kathy Weber, CMB

Vice President – Residential Lending
Delta Community Credit Union