What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
First Quarter 2015 Investment Review
May 19, 2015
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This quarterly snapshot from TRUST Mutual Funds shows total investments at credit unions increased $14 billion since year-end 2014.
A Hope For Calm
May 12, 2015
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Bond traders are on their tiptoes in an effort to not disturb the German beast.
San Antonio FCU Posts A Record Mortgage Performance
May 12, 2015
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The Florida credit union reported a 97% increase in first mortgage originations in the first quarter of 2015.
Forum Credit Union Posts Double-Digit First Quarter Consumer Loan Growth
May 12, 2015
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The Indiana credit union increased auto loans 39% over last year.
Two Roads Crossing
May 6, 2015
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Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to price risk?
The Floodgates Have Opened
May 6, 2015
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Fed chair Janet Yellen’s comments during an IMF conference on Wednesday contributed to a global sell-off of stocks last night.
How Back-End Cooperation Will Help 6 Credit Unions Cut Compliance Costs By $200K
May 5, 2015
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Six small credit unions have projected more than $200,000 in compliance costs savings over the next two years with their new CUSO — and they say that’s just the beginning.
Price Risk In The Credit Union Investment Portfolio
May 4, 2015
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How would a bump in interest rates affect investments at U.S. credit unions?
Bonds Are Losing Their Grip On Leadership
April 30, 2015
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Dow futures are down 20 points in preopening trading and bond prices are close to unchanged to start the last day of April.
What’s On Your Performance Report?
April 27, 2015
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This week, CreditUnions.com highlights ratios all credit unions should be tracking according to the roles that should be tracking them.
A Hope For Calm
Bond traders are on their tiptoes in an effort to not disturb the German beast.
San Antonio FCU Posts A Record Mortgage Performance
The Florida credit union reported a 97% increase in first mortgage originations in the first quarter of 2015.
Forum Credit Union Posts Double-Digit First Quarter Consumer Loan Growth
The Indiana credit union increased auto loans 39% over last year.
Two Roads Crossing
Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to ...
The Floodgates Have Opened
Fed chair Janet Yellen’s comments during an IMF conference on Wednesday contributed to a global sell-off of stocks last night.
How Back-End Cooperation Will Help 6 Credit Unions Cut Compliance Costs By $200K
Six small credit unions have projected more than $200,000 in compliance costs savings over the next two years with their new CUSO — and they ...
Price Risk In The Credit Union Investment Portfolio
How would a bump in interest rates affect investments at U.S. credit unions?
Bonds Are Losing Their Grip On Leadership
Dow futures are down 20 points in preopening trading and bond prices are close to unchanged to start the last day of April.
What’s On Your Performance Report?
This week, CreditUnions.com highlights ratios all credit unions should be tracking according to the roles that should be tracking them.
Browse Topics
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Markets Flip From Pricing Cuts To 50% Chance Of Hikes
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
First Quarter 2015 Investment Review