People Helping People: The Heartbeat of Credit Union Mortgage Success

On this episode of the ONpoint Podcast, ACUMA President Peter Benjamin is joined by Yvonne Case, Director of Mortgage Sales from Texell Credit Union. Join us as Peter and Yvonne discuss advocacy for mortgage lending as a strategic imperative rather than just a necessary product offering. She challenges credit unions to increase awareness of their mortgage services year-round, noting that seasonality is no longer a factor and members will seek these services elsewhere if not prominently promoted. Her practical advice for gaining leadership buy-in focuses on the substantial non-interest income mortgages generate – particularly valuable as traditional fee income faces growing regulatory scrutiny.

Additionally, she discusses the transformative power of the Texas Credit Union Real Estate Network (CUREN). Under her leadership, this vital organization expanded from Dallas-Fort Worth to serve credit unions across the entire state, dramatically increasing participation and knowledge-sharing opportunities. “Not any one person knows everything,” she emphasizes, highlighting how credit unions of all sizes benefit from collaborative networking.

Whether you’re a seasoned mortgage professional or new to credit union lending, this episode delivers valuable insights on relationship-building, the power of collaborative networks and staying motivated through industry challenges. Listen now to discover how the credit union difference shines brightest when we work together to lift each other up.

Sponsored by Optimal Blue.