Testimonials

Financial Partners
Credit Union

Solutions in Finance, Inc. have been a valuable resource partner for several years. I first used their lending and collection consulting services while employed at another credit union. When I became President and CEO of Financial Partners Credit Union, I again enlisted their services. Much of our success in consumer lending and collections at Financial Partners can be attributed to implementation of their recommendations. I highly recommend Solutions in Finance, Inc. and will continue to use them as a resource.

Nader Moghaddam
President/CEO

Eagle Legacy
Credit Union

As a new CEO, it was important that I quickly grasp the business challenges and implement positive strategies and standards for Eagle Legacy Credit Union. Partnering with Solutions in Finance, Inc. to assess our operation was a very smart move on my part. There was so much to review and they helped to quickly pinpoint our weaknesses and formulate corrective action in the lending and collections area. Their recommendations and support contributed to my early success as CEO. I appreciate their expertise and look forward to continuing our business relationship.

Sundie Seefried
President/CEO

First Financial
Credit Union

We started using Solutions in Finance consulting services based on a recommendation from another credit union. We began with their collection management services with results that far exceeded our expectations. We are very pleased as our delinquencies have decreased dramatically. In addition, we utilized Solutions in Finance indirect auto lending services which we are also very pleased with. We recommend the services of Bill Garcia and Solutions in Finance as a valuable resource for improving both loan underwriting and collection operations.

Carlton Musmann
President/CEO

Point Loma Credit Union

Point Loma Credit Union started using Solutions in Finance consulting services, first in our Financial Services Department offering valuable collection recommendations, then in consumer lending to analyze our loan process, credit quality, and loan policies with very satisfactory results. Most recently we retained Solutions in Finance to assist us in writing our Business Lending Loan policies and getting us started with implementing a business-lending program.

I believe that Solutions in Finance brought a great deal of knowledge and experience that was invaluable in working with and providing guidance to our staff. We have developed a good business relationship with Solutions in Finance and look forward to utilizing their consulting services in the future.

Ted Dennis

Ted Dennis
President/CEO

Numerica Credit Union

NCU retained Bill Garcia of Solutions in Finance to analyze our Accounts Control Department. He provided a detailed recommendation document that helped us to reorganize the department using the latest in collection strategies and techniques.

I was impressed with Bill's knowledge of collection operations and how quickly he identified problems that existed. We have established a positive business relationship with Solutions in Finance as they continue to provide feedback for our lending and collection operation.

Solutions in Finance is a resource that we can count on for professional advice and guidance as we move into the new millennium.

Dennis Cutter

Dennis A. Cutter
President

Arizona Federal Credit Union

We found Solutions in Finance, Inc. services and final report on collection operations to be of great value to us. We have implemented many of their recommendations. We will be using Solutions in Finance Inc. as a resource and we look forward to working with them in the future.

Ron Westad

Ronald L. Westad
President/CEO

Sierra Central
Credit Union

The collections game has changed quite a bit. We need to implement the practices of today – not yesterday – when it comes to handling collections in our current economy. Solutions in Finance came in and helped us implement best practices in our collection operations and made an immediate and dramatic difference in leveraging our technology, resources, and personnel.

Ron Westad

John Cassidy
CEO

National Institutes
of Health Federal
Credit Union

I could write a white paper on what a flawless job Solutions in Finance did for us. They did a marvelous job for us setting up best practices for collections. We’re very pleased.

Juli Anne Callis

Juli Anne Callis
President/CEO

The Leader in
Lending and Collections Consulting

What We Do

Leveraging more than 30 years experience providing timely and practical on-site consulting services for financial institutions nationwide, we provide you with a unique perspective for improvement opportunities within your organization.

We have helped financial institutions establish lending and collection practices that are more efficient, effective, and profitable. We can quickly identify areas where you can rapidly achieve a return on investment, and especially help you establish a roadmap to operational best practices.

Most Popular Services

February 11, 2014

Solutions in Finance is pleased to announce that Gary Fee, a key member of our senior management team has been promoted to Executive Vice President of Mortgage & Consumer Services. This is an acknowledgment of Gary’s outstanding accomplishments and dedication to the company and to our clients over the last three years.

January 14, 2014

Orange County‘s Credit Union, $1.1 billion in assets selects Solutions in Finance to provide lending consulting services to assist with lending best practices in growing the consumer loan portfolio.

August 15, 2013

San Diego County Credit Union, $6.2 billion in assets selects Solutions in Finance to provide collections consulting services to assist with collection best practices in all areas of their collection operations, including technology.

July 29, 2013

Solutions in Finance signs Minnequa Works Credit Union, $160 million in assets, the engagement is to provide lending and collections consulting services.

June 3, 2013

Kerns Schools Credit Union, $1.3 billion in assets engages Solutions in Finance Collections Consulting Services to assist with collection operations best practices during their conversion from the TopNotch collection system to Akcelerant Framework.

March 11, 2013

State Employees Credit Union of Maryland, $2.7 billion in assets selects Solutions in Finance for it’s Business Lending Consulting Services.

February 19, 2013

Cardinal Credit Union, $171 million in assets, the credit union will be utilizing our Indirect Lending Consulting Services.

February 11, 2013

Redwood Credit Union, $2.2 billion in assets engages Solutions in Finance consulting services to assist with improving their consumer and mortgage lending operations.

February 1, 2013

KeyPoint Credit Union, $805 million in assets retains Solutions in Finance consulting services for it’s consumer and mortgage operations.

November 13, 2012 — Press Release

Solutions in Finance Executives Honored by CUNA Lending Council   Read Press Release.

September 24, 2012

Solutions in Finance signs IQ Credit Union, 476 million in assets, located in Vancouver, Washington as a new client. The credit union engaged our Business Lending Consulting services to help them grow their business loan portfolio.

July 16, 2012

Solutions in Finance is pleased to announce that we have signed KeyPoint Credit Union, 750 million in assets, located in Santa Clara, California as a new client. The credit union is utilizing our lending consulting services to implement the MeridianLink loan origination system. In addition, we are helping them with their mortgage lending operation to generate growth.

June 18, 2012

Solutions in Finance signs OnPoint Community Credit Union 3.1 billion in assets located in Portland Oregon as a new client. The credit union is utilizing our lending consulting services to validate their automated decision rules in the MeridianLink loan origination system.

May 23, 2012 — Steve Inglese, Vice President

Solutions in Finance is pleased to announce that Steve Inglese has joined the company as Vice President and Senior Consultant. Effective May 1, 2012. Steve spent the last six years working for Akcelerant, a Collection and Lending Software Company as a systems analyst/consultant. Steve brings with him extensive knowledge of collection and lending systems workflows as well as expertise in enterprise software systems and third party utilities in the financial industry.

May 2, 2012

Solutions in Finance signs Alliance Credit Union. The credit union engaged our services to help them improve their collection operation utilizing our collections consulting and management services. Alliance Credit Union is a $360 million dollar credit union located in San Jose, CA.

March 26, 2012 — Chuck Anderson, Industry Veteran

Los Gatos, CA – Solutions in Finance, is pleased to announce that industry veteran Chuck Anderson has joined the company as Senior Vice President Business Services effective April 2, 2012. Chuck is charged with managing all business loan and deposit services for the company.

February 22, 2012

Solutions in Finance signs Arizona Federal Credit Union to provide the credit union with our best in class mortgage and consumer loan consulting services, Arizona Federal Credit Union is a $1.3 billion dollar credit union with 172,000 members.

February 2, 2012

First Financial Credit Union of West Covina California engages Solutions in Finance to provide mortgage, consumer, and business participation loan consulting services. First Financial Credit Union is a $448 million dollar credit union with 68,000 members.

January 3, 2012

SafeAmerica Credit Union adds Solutions in Finance lending management services, in conjunction to our collection management services.