Training

The Benefits of Membership

Bringing Business to You!

It is our mission at CUBG to be the premier provider of business services to credit unions. Join us for an introduction of our flexible program and extensive services.

This introductory session is free for all attendees.

Find a complete schedule of webinar training courses available.

• 40 hours of strategic consulting and operational training in year one to help implement your program; additional consulting and training provided on a regular basis in future years
• Initial loan policy consultation, development and review – annual policy review in future years
• Complete loan systems and documentation set-up for your credit union
• A full set of business-loan forms, including the application, personal financial statements, application checklist, and loan servicing forms
• First priority on loan participation opportunities in the CU Business Group Participation Network
• Underwriting, document prep, servicing and consulting at lower member rates
• The CUBG Business Deposits manual, including deposit account packaging and pricing scenarios, explanations of legal entities, operational procedures and sample new account documents
• Merchant bankcard product offering superior service and competitive pricing
• Templates of marketing materials for your credit union and volume discounts on high quality business services marketing folders and brochures
• Access to relationships with key service providers for your loan program (e.g. qualified commercial appraisers in your area)
• Volume discounts on documents, credit reports, environmental/flood reports, UCC filings, and many other vendor services
• "Members-Only" section on the CU Business Group website for ongoing access to CUBG resources, policy updates and loan tracking systems (coming in 2008)
• Complete access to answers and information from CU Business Group's veteran staff – Members can call or email us anytime!