small business

lending resources

business lending

Lending Resources

Business Lending

• Member Materials
• Training Resources
• Information Resources
• Operations

Member Materials

How do I spread the word about our small business services (and make more loans!)

Do your members know that your credit union can help them with their small business needs? Guide small business owners through not just getting the loan, but all the other critical steps to success -- from creating a solid business plan to improving profitability. Use these tools to build small business owners’ knowledge and their loyalty to your credit union.

Handbooks

• Getting a Handle on Small-Business Finance handbook

• Launching Your Own Business handbook

• Running Your Small Business handbook

Statement Stuffers

• Business Loans Help Realize Your Dreams statement stuffer

Other Member Marketing Materials

• It's Your Business folder with insert

• We Make Small-Business Loans drive-up envelope

Training & Resources

Where do I turn to establish or expand member business lending?

We offer several levels of training on essential business lending topics. Take the next step towards tremendous growth potential at your credit union.

Training Events

• CUNA Business Lending & Services Conference
• CUNA Business Lending Certification Institute: Fundamentals
• CUNA Business Lending Certification Institute: Credit Analysis
• CUNA Business Lending Certification Institute: Advanced Credit Analysis
• CUNA Business Lending Certification Institute: Management Strategies

Resources

• 2007-2008 Business Services Survey Report

• CU Magazine Best Practices Report: Lessons Learned from Business-Services Providers

• New! Taking Care of Business Members - WHITE PAPER PDF
• Business Services and Technology white paper
• More CUNA Council white papers
• CUNA Member Business Services Strategic Solution Session
• CPD Webinars
• Self-Study Courses
• Seminars in a Box^TM for Members

Information Resources

Where can I get ongoing tips and advice to stay current on the latest issues?

Changes are constant in your credit union and overall financial services environments. Luckily, we offer several publications that are dedicated to keeping you up to speed. Don't let your performance miss a beat. Stay on top of current trends and keep your credit union on a steady path to success.

• Credit Union Magazine
• Credit Union Executive Newsletter

Operations

Small business lending can provide a great opportunity for growth, however with opportunity comes risk. There are currently more than 10 million small businesses in the U.S. and their numbers have been growing 5% to 10% annually. Fortunately, we offer loan participations, compliant software and documentation, and a loan referral program.

Services

• Newtek Business Solutions: SBA loan referral program
• Harland Financial Solutions: Automated member business lending document selection

• Business Partners: Member Business Lending CUSO
• Member Business Services Strategic Solution Session
  We provide consulting services focused on helping you assess and implement a member business service area. Our experienced professionals can assist you developing a start up plan, policies and procedures, and provide ongoing support so that the credit union has someone to call as the program matures. An additional option to find out where you’re at and where you need to go in member business services is to participate in our assessment and 2-hour strategic solutions session. This valuable offering from CUNA’s Research and Advisory Services gives you undivided attention and insights from our team of member business services experts.

Survey your membership

• NEW! Business Services Surveys

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