Retail Consumer Lending

Level Five helps credit unions identify weaknesses in the retail lending operation, create an efficient and cost effective improvement plan and develop an implementation strategy that works.  Level Five has the experience and expertise to maximize results, improve department efficiencies, increase profitability and strengthen member relationships. We understand credit union lending and offer real world, practical advice and support that enables credit unions to maximize their potential return from retail loans.

What We Do

  • Loan and mortgage file review
  • Loan and mortgage policy review – regulatory compliance
  • Department staff surveys
  • Lending Operations and processes
  • Workflow analysis
  • Quality control procedural review
  • Questionnaires and evaluation
  • Job description review
  • Delinquency review and reporting analysis
  • One on one lending training

How You Benefit

Our credit union clients cite increased profitability, heightened efficiencies, better productivity, and fewer errors as part of their return on investment in our services. Level Five has the resources to assist credit unions in the area of delinquency control and monitoring and reporting. 

For more information about Level Fives Retail Lending Consulting contact Candis Mirtl at Ext. 236.