There is a myth floating about, creating quite a stir among credit unions. Many credit unions are under the assumption that in order for a member to be installed, they must have a signature card on file. Failure to do so prevents the individual from becoming a full-fledged member. However, this is
Read More
These stories submitted by Oaktreebiz will be featured BizSugar's homepage
Electronic Signatures & The Signature Card
Posted by oaktreebiz under FinanceFrom https://www.linkedin.com 2012 days ago
Don’t Let Your Guard down When It Comes to Compliance
Posted by oaktreebiz under FinanceFrom https://www.oaktreebiz.com 2013 days ago
As dry subjects go, there aren’t many topics more arid than regulatory compliance. It’s virtually the Mojave Desert of subject matter. Just like a real desert, though, it isn’t wise to try to navigate the compliance landscape without knowing what you’re doing or where you’re going.
Read More
Humanitarian Highlight 5/16: Watching Love Grow
Posted by oaktreebiz under Success StoriesFrom https://www.oaktreebiz.com 2017 days ago
Hi!! We are back with another #HumanitarianHighlight! Watching love grow one community at a time, is what we love to see! If you know of a credit union or are part of one that has gone above and beyond in helping, please let us know by tagging #HumanitarianHighlight or simply contact us on any of o
Read More
5 Benefits to Outsourcing Your Forms
Posted by oaktreebiz under FinanceFrom https://www.linkedin.com 2018 days ago
As a credit union, your time is precious as you deal with things like changing regulations, member experience, and maintaining a positive presence in the community. If you add forms to that list, things can start to get tricky.
Read More
Lending Checklist for Credit Unions
Posted by oaktreebiz under FinanceFrom https://www.oaktreebiz.com 2020 days ago
Have you heard the news? According to the latest Federal Reserve report, credit unions passed banks by securing more loans for credit cards and automobiles.
Read More
Credit Union Membership Benefits
Posted by oaktreebiz under FinanceFrom https://www.linkedin.com 2025 days ago
It is safe to say that members are the driving force behind what helps a credit union thrive. It goes back to why they started in the first place: serving the underserved, or a specific group of people. With that being said, credit unions go above and beyond in the efforts of drawing in potential m
Read More
ITIN Lending & Compliance: Cutting Through the Fog
Posted by oaktreebiz under FinanceFrom https://www.cutimes.com 2027 days ago
ITIN lending represents a solid marketing demographic for credit unions. Is your credit union taking full advantage of it? If not, you should be. Here’s why.
Read More
Risk-Based Lending, Pricing, and Compliance
Posted by oaktreebiz under FinanceFrom https://oaktreebusiness.blogspot.com 2032 days ago
In a recent article, Oak Tree's CEO discusses the fundamentals of risk-based lending. The best way to know how to steer away from this tricky topic, is to follow these steps accordingly. Another topic needing to be discussed is the difference between Compliance and the Letter of Law.
Read More
GET READY FOR CONSUMER LENDING SEASON WITH OAK TREE FORMS & DISCLOSURES!
Posted by oaktreebiz under MarketingFrom https://www.linkedin.com 2033 days ago
#SunsOutLoansOut! It’s time to make some sunny day dreams come true for your members!
Read More
On Compliance: Risk-Based Lending
Posted by oaktreebiz under SalesFrom https://cumanagement.com 2037 days ago
Risk-based lending for credit unions can be tricky. After all, credit scores exist for a reason and assessing someone’s loan worthiness based on that score is common practice. Staying in compliance when doing risk-based lending requires following both the Equal Credit Opportunity Act and section 10
Read More
Subscribe