How To Ace An Audit And Build A Proactive Quality Control Plan
December 7, 2023, at 1:00 pm CST
Session Description
Credit unions base their market position on providing excellent member service, or at least that’s what they tell themselves. Granted, most perform at the very top of their game, with only a very few comprising the bottom tier of consumer financial service providers. In between are institutions that understand the concepts behind service quality but may lack the experience or knowledge of the nuances guiding those service applications. Given the rapidly changing environment, the rise in innovative technological solutions and the need to treat members with the best service possible, the hill they need to climb almost daily is only getting higher.
The most effective credit unions know that quality control and achieving high levels of performance is a continuously moving target, one that requires frequent adjustments and continuous improvement in order to beat the competition, meet the needs of the marketplace, satisfy auditors make sure the institutions operate at the highest level possible, and serving the members who desperately need their support.
Answering those challenges and more is the focus of this edition of Inside Track. The experts from ACES Quality Management are ready to discuss challenges and solutions to quality issues your credit union may face now and in the future. Their webinar will address the following issues:
- Why quality control is critical in today’s environment
- The real cost of defects
- Moving from a reactive to a proactive quality control program
- Sampling methodology for dummies
- Improving communication
- Keeping up with regulatory changes
- Mastering best practices in gross and net reporting
Tune in, learn from their experience, and be prepared to start 2024 with the highest level of quality control and performance possible.
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Speakers
Kyle Kehoe is the EVP of Sales and Marketing at ACES Quality Management and has over 20 years’ experience successfully leading FinTech sales organizations and client relationships. He is the former president of CRIF Lending Solutions where he was responsible for the strategic revenue growth of one of the most successful loan origination software platforms in the U.S. market.
Sharon Reichhardt is the EVP of Operations at ACES Quality Management and recent WINNER OF HOUSINGWIRE’S INSIDERS AWARD. Ms. Reichhardt brings 30+ years of industry experience to ACES. Her previous experience spans auditing for mortgage originations and servicing, consumer banking and lending, and commercial lending. Ms. Reichhardt is a former ACES administrator and senior report writer, with extensive experience coordinating external regulatory and investor audits, and continuous improvement initiatives.
ACES Quality Management® is the leading provider of enterprise quality management and control software for the financial services industry. The nation’s most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control® software to improve audit throughput and quality while controlling costs. Unlike other quality control platforms, only ACES delivers Flexible Audit Technology®, which gives independent credit unions and other financial institutions the ability to easily manage and customize ACES to meet their business needs without having to rely on IT or other outside resources. Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit www.acesquality.com or call 1-800-858-1598.
