> Quick Bite: Identifying Loan Opportunities

Thursday, January 31, 2013
11:00 AM Eastern Daylight Time
12:00 PM


Most, if not all, CUs today are looking for additional lending opportunities to increase revenue. During this session we’ll take a look at:

  • Why your loan volume is below expectations
  • How to address and resolve that issue
  • Internal and external assistance for loan generation

Afterwards, you should be able to identify your Credit Union’s loan challenges and the opportunities/resources available to overcome those challenges.

Speaker: Michael Bartoo, Mike spent 20 years in the Credit Union industry in a number of executive positions, including VP roles overseeing Lending, Operations, Marketing & Business Development and Sales & Service. He also concurrently served as President/CEO of a wholly-owned CUSO providing personal lines of insurance and financial planning products.

Mike currently serves as the Chairman of the CUES Supplier Member Advisory Committee and has been a Regional Manager for MARQUIS since 2004. He is responsible for assisting community-based financial institutions deploy strategies and solutions to develop and focus their strategic sales and marketing objectives on producing results. He currently works with institutions in eastern Canada, US and the Caribbean.

Location: Via Telephone

Time: 11:00 am - 12:00 pm EST

Educational Investment: $109.00 per telephone connection. Unlimited Listeners and Free Audio Archive

****You must be registered for this session to hear the audio-recorded version and receive handouts.****

AUDIO ARCHIVE! Can't tune in today? This session will be available on-line for 30 days after activation.

To register and pay by check, email mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.