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Loan Participations

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Platinum Suppliers

Alloya Corporate Federal Credit Union CU Capital Market Solutions, LLC CU Student Choice Extensia Financial LLC LendKey National Cooperative Bank Oppenheimer & Co. Inc. Trust for Credit Unions Mutual Funds

Alloya Corporate Federal Credit Union

184 Shuman Blvd. Ste. 400 | Naperville, IL 60563

Tim Bruculere
SVP - Membership
800-253-0053

Phone: (800) 253-0053 | Fax: 5182923829
http://www.alloyacorp.org

Service Areas: Check Processing, Loan Participations, Corporate Credit Union

Alloya provides cooperative financial services to 1,400-member credit unions and credit union entities nationally. Together, these member-owners wield aggregated power to access the products and services they need to gain a strategic advantage in the marketplace while simplifying their daily operations. Through its proprietary Premier View technology, credit unions can efficiently process payments, access liquidity or purchase investments from one convenient online location. This technology is supported by high standards of member service from a team of credit union professionals who view themselves as an extension of each credit union they serve. Visit www.alloyacorp.org to learn more.

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Banes Capital Group

6410 Poplar Avenue Suite 320 | Memphis, TN 38119

Larry Bolton
Managing Director - Whole Loan Trading
901-261-5928

Phone: 9012615914
http://www.banescapital.com

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments

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Biz Lending & Insurance Center, Inc.

399 NW 2nd Ave Suite 206 | Boca Raton, FL 33486

Phone: 5613933770 | Fax: 5614312798
http://www.theblic.com

Service Areas: Business Lending, Loan Participations, Marketing

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BlueVine

401 Warren Street | Redwood City, CA 94063

Mike Persichini
VP Commercial and Business Finance
716-225-2355

Phone: 716-225-2355
https://www.bluevine.com/?rep_id=2252355

Service Areas: Business Lending, Lending, Loan Participations

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ClearChoice Member Purchase Program

PO Box 3518 | Greenwood Village, CO 80155

Eric Webb
President
855-245-4404

Phone: 855-245-4404
http://goclearchoice.com

Service Areas: Lending, Loan Participations, Loyalty/Reward Programs

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Cloud Lending Solutions

1 Waters Park Drive, Suite #200 | San Mateo, CA 94403

Mohammed Wasim
Marketing Associate

Phone: 6509180499
https://www.cloudlendinginc.com/

Service Areas: Lending, Loan Originations Systems, Loan Participations

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Cooperative Business Services, LLC

8150 Corporate Park Dr. Suite 300 | Cincinnati, OH 45242

Mary Pratt
Business Development Administrator
614-416-7583

Phone: 888-697-9555 | Fax: 513-677-3100
http://www.cbscuso.com

Service Areas: Business Lending, Loan Participations

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Creditsmarts Corporation, LLC.

5029 LaMart Suite E | Riverside, CA 09250

CHAD SIMMONS
NATIONAL LENDER MANAGER
888-345-0918

Phone: 8880918308
https://www.creditsmarts.com

Service Areas: Indirect Auto Lending, Loan Originations Systems, Loan Participations

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CU Capital Market Solutions, LLC

6120 Windward Pkwy. Ste. 200 | Alpharetta, GA 30005

Lewis Lester
Chief Executive Officer
678-960-2900

Phone: (678) 960-2900
http://www.cucapitalmarketsolutions.com

Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting

CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) that specializes in innovative capital market solutions, specifically, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to enhance Credit Unions ability to maximize earnings, grow assets and expand net interest margin. CMS provides Secondary Capital, term funding and overnight funding to qualified Low-Income Designated Credit Unions (LICU's). CMS also provides unique, approved, alternative asset products, USDA and SBA loan participations and programs to all qualified Credit Unions. The CMS Total Solution has a proven track record of delivering the results that Credit Unions need to excel.

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CU Student Choice

1001 Connecticut Ave. N.W. Ste. 1001 | Washington, DC 20036

Eric Sanchez
VP, Sales
202-759-5357

Phone: (800) 541-1500
http://www.studentchoice.org

Service Areas: Loan Participations, Student Lending, Financial Literacy

Credit Union Student Choice is a credit union service organization (CUSO) that positions credit unions as leaders in education finance by offering a comprehensive solution that helps them deliver fair-value private education loans and corresponding financial education to students and families. To learn more, visit www.studentchoice.org.

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Extensia Financial LLC

9301 Corbin Ave. Ste. 2100 | Northridge, CA 91324

Brianna Vaughan
Executive Vice President, Operations
800-894-8328

Phone: (818) 836-6313
https://extensiafinancial.com/

Service Areas: Business Lending, Loan Participations, Mortgage Subservicing

Extensia Financial, a member of the AVANA family of companies, is one of the most seasoned credit union service organizations (CUSO) focused on commercial real estate and servicing. Established in 1998, Extensia is a customer service-driven organization connecting credit unions with commercial real estate brokers, commercial mortgage brokers and high-net-worth investors through participation lending. Extensia is actively seeking credit unions wishing to invest in commercial real estate lending opportunities from $2 million to $15 million to present to our investors. The company is headquartered in Northridge, California. To learn more visit http://www.extensiafinancial.com/ or follow Extensia on LinkedIn.

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Gateway Services Group, LLC

7600 East Orchard Road, Suite #320-N | Greenwood Village, CO 80111

Kees Woudenberg
Dir., Product Management and Sales
303-728-3452

Phone: 303-728-3452
http://gsgllc.com

Service Areas: Loan Participations, Gap Insurance, Member Insurance

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Innovative Business Solutions, LLC

P.O. Box 956 | Irmo, SC 29063

Phone: 877-222-9748
https://www.ibscu.com

Service Areas: Business Lending, Loan Participations

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Jim Mulford Consulting

5875 E Dakota Ave | Fresno, CA 93727

Jim Mulford
President

Phone: 888-829-9796 | Fax: 559-348-9781
http://www.jmulford.com

Service Areas: Loan Participations

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LendKey

9999 Carver Rd. Ste. 400 | Blue Ash, OH 45242

Will Sneed
Director, Lender Partnerships

Phone: 6468434435
http://www.lendkey.com

Service Areas: Loan Participations, Student Lending, Technology

LendKey provides credit unions easy access to whole and participation loans through its digital lending platform, which includes origination, servicing, and balance sheet management solutions. Over the last 10 years, LendKey has facilitated over $4 billion for its credit union partners in private student loans, student refinance and home improvement loans. LendKey’s unique loan participation model allows for fractional ownership in loans, empowering credit unions to broaden their portfolio while mitigating risk. LendKey manages the entire life of the loan process, as well as contributing to marketing and lead generation efforts. In addition, LendKey helps credit unions deploy excess liquidity through its recurring flow-based participation platform called Aliro. Aliro by LendKey streamlines and automates the process for credit unions to access loan participations, while also providing end-to-end servicing, remittance, reporting and accounting functions. For more information, visit www.lendkey.com/lend.

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Lucro Commercial Solutions

3692 Coolidge Ct. Suite 200 | Tallahassee, FL 32311

Jim Gallagher
CEO
8507014080

Phone: 8507014080
http://www.lucro.org

Service Areas: Business Lending, Loan Participations

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Member Home Lending Services, Inc.

488 Cedar Ridge Drive, NW Apartment 3A | Grand Rapids, MI 49544

Dawn Rudie
VP

www.homelendingservices.com

Service Areas: Loan Participations, Mortgage Processing, Mortgages

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Mortgage Center LC

P.O. Box 2171 | Southfield, MI 48034

Jeff Schillag
VP MARKETING
248-353-4449

Phone: 2482080610 | Fax: 2483532818
http://mortgagecenter.com

Service Areas: Loan Participations, Mortgage Processing, Mortgages

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National Cooperative Bank

2011 Crystal Dr. Ste. 800 | Arlington, VA 22202

Bill Stewart
Vice President
772-597-2356

Phone: 7725972356 | Fax: 7725972357
http://www.ncb.coop

Service Areas: Loan Participations, Online Banking, Corporate Credit Union

National Cooperative Bank (NCB) is a leading provider of banking products and services to cooperative enterprises across the United States. Given our shared cooperative roots, credit unions and NCB have had a mutually beneficial relationship since NCB's inception. We currently work with over 800 credit unions, leagues and CUSOs nationwide offering competitive deposit, cash management and correspondent banking services.

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New Wave Market Makers

2330 Black Rock Drive Suite 101 | Dultuh, GA Georgia

Walter H. Roder
Chariman & CEO
678-371-3352

http://sbatails.vpweb.com/

Service Areas: Business Lending, Loan Participations, Student Lending

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Oppenheimer & Co. Inc.

1400 Abbott Rd. Ste. 140 | East Lansing, MI 48823

Mark B. Wickard
Manging Director- Invesmtents
5173337760

Phone: (517) 333-7762 | Fax: 5173337780
https://www.oppenheimer.com/thecreditunioninvestmentstrategygroup/index.aspx

Service Areas: Board Education, Loan Participations, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CUs) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that, which is why we developed services that are tailored specifically for CUs. Our Investment strategies and educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.

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Paragon Financial Group LLC

100 Paragon Drive | Montvale, NJ 07645

Jeff Miller
Vice President

Phone: 2012633939 | Fax: 2012633936
http://www.loanparticipation.com

Service Areas: Loan Participations

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Pittman Financial Group LLC

10724 Carmel Commons Blvd | Charlotte, NC 28226

Vonezell Pittman
President
704-877-9288

Phone: 7048779288
https://www.pittmanfinancial.net/

Service Areas: Business Lending, Lending, Loan Participations

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Point

522 Ramona St | Palo Alto, CA 94301

Phone: 650-460-8724 | Fax: 650-460-8724
https://point.com

Service Areas: Loan Participations, Mortgages, Advertising

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Stifel Nicolaus

18000 West Sarah Lane Suite 180 | Brookfield, WI 53045

Thomas Lewis
Senior Vice President-Investments
517-381-1204

Phone: 2627926161
http://stifel.com

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting

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Stifel Nicolaus & Company, Inc.

One Financial Plaza 501 North Broadway | Saint Louis, MO 63102

Andrew Okolski
Managing Director, Financial Strategies Group
800-645-5424

Phone: 8006455424 | Fax: 6319790448
http://www.1empire.com/

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments

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Symmetry Lending

6600 Peachtree Dunwoody Rd. Bldg. 300, Suite 125 | Atlanta, GA 30328

Syd Libsack
President
952-479-8090

Phone: 952-479-8096
https://symmetrylending.com/

Service Areas: Lending, Loan Participations, Mortgages

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Triad Financial Services, Inc.

4336 Pablo Oaks Ct 4336 | Jacksonville, FL 32224

Robert Larison
V.P of Project Management
904-612-1482

Phone: 8005222013
http://www.triadfs.com/

Service Areas: Lending, Loan Participations, Mortgages

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Trust for Credit Unions Mutual Funds

1001 Connecticut Ave., NW | Washington, DC 20036

Jay Johnson
President of Trust for Credit Unions

http://www.trustcu.com

Service Areas: Loan Participations, Institutional Investments

The Trust for Credit Unions (TCU) Portfolios were created more than 30 years ago to provide credit unions with the investment options they need and professional management to enhance efficiency. The TCU Ultra-Short Duration Portfolio targets a 3-month duration, and the Short Duration Portfolio targets a 2-year duration. Both Portfolios are actively managed by ALM First Investment Advisors and make investing simple with no minimums and next day settlement.

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