Dissecting Which Loan Participation is Best for your CU

 Human Resources  Lending/Collections

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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Understanding which Loan Participations are best for your credit union is essential. The key is to start with what you know. In part two of the series, we will take a deeper look into the various types of loan participations available to credit unions. We dive into Auto loans (Direct and Indirect), Mortgage loans (Fixed and ARM), and MBLs.

In addition, we will discuss loan pools, hybrids and even touch on non-traditional options. We will discuss everything from what questions to ask to which partners are available to purchase from and more importantly, what to consider when doing your due diligence before you purchase.

Program Length: 90 Minutes

Who Should Attend

Although this session is geared toward credit unions under $100 million in assets, all credit union professional who manage or determine policy and procedures for loan participations, particularly in these departments will benefit:

  • Lending
  • Operations
  • Risk Management
  • Accounting

Meet The Presenter:

Kathryn Reidel, Strategic Initiatives, Xceed Financial FCU, is responsible for forming and developing relationships within the financial services industry, leading strategic initiatives and special projects. With 11 years of experience in banking, sales, and marketing, Reidel has special expertise with loan participations, having worked with more than 70 participants on transactions totaling more than $250 million in 2015.

She is also skilled in expanding market territories, increasing profit margins, exceeding company sales goals, and delivering superior client relationships. Previously, she has held positions with one of the nation’s largest banks and handled marketing for the Los Angeles-based, national management consulting firm The Affinity Advisory Group.


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