Guest: Joe Mirachi Joe and Mark talk about the state of the industry and what we see on the horizon. Joe also gives a profile of his strategy for investing in CUSOs and what he looks for in a CUSO investment. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark Ritter – Website Joe Mirachi – […]
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Talking Compliance with Rick Wargo
Guest: Rick Wargo Mark & Rick travel down a compliance journey today to talk about best practices in compliance and some of the pitfalls of not keeping on top of it at your organization. Connect with Rick and his team at https://compliance4creditunions.com/ IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark Ritter – Website Compliance […]
PPP Loans Unfiltered: Part II
Guest: Omar Shute It’s time to take a walk down memory lane and review the wackiest and wildest loan program ever: the Paycheck Protection Program. Omar Shute of DFTC and Jeff Lyons of MBFS joined us for a topic that we couldn’t fit into just one episode. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark […]
PPP Loans Unfiltered: Part I
Guest: Omar Shute It’s time to take a walk down memory lane and review the wackiest and wildest loan program ever: the Paycheck Protection Program. Omar Shute of DFTC and Jeff Lyons of MBFS joined us for a topic that we couldn’t fit into just one episode. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark […]
Why Are We Over Budget On Credit Reports?
Guest: Sean Higgins Sean and Mark hit up a variety of topics to talk about the state of the mortgage industry today and how lenders can keep up with all the necessary compliance. Also, why have credit unions gotten so complicated? Mark and Sean take a deep dive into credit reporting and where it was, […]
Do you REALLY Want To Help Businesses Grow?
Guest: PAT TRUE We all say we want to help small businesses but sometimes struggle to help growing businesses meet their cash flow demands. Mark and Pat talk about the challenges of wrapping your head around the credit culture, risk, and management of properly funding small business owners at the credit union. IN THIS EPISODE: […]
Talking Credit in 2023 and Beyond
Guest: Kristina Paulson What’s changed since the last time Kristina was on the show? A lot. Mark and Kristina talk through what it is like to analyze and decide on lending in today’s “new normal.” IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark Ritter – Website BIO: Kristina Paulson is the AVP of Credit Services […]
Talking Lending in 2023 and Beyond
Guest: Dustin Holmberg After talking about the boom times in the pandemic, Mark and Dustin reset about what it takes to manage the sales and strategy for a large credit union in 2023 and beyond. Mark and Dustin do quite a bit of prognostication in this episode, so we will revisit it next year to […]
Attracting & Retaining Talent At Your Credit Union
Guest: Kirk Kordeleski Kirk and Mark talk about the state of today’s credit union industry and attempt to solve all the current climate issues. Kirk talks to Mark about the challenges for credit unions today in attracting and retaining the best talent. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark Ritter – Website OM Financial […]
So You Want To Do Construction Loans?
Guest: Mike Kosmoski Mark and Mike try to demystify one of the complex and rewarding lending areas that can also be filled with pitfalls and peril if not done properly. Learn a bit about Mike’s construction management history and what support exists for construction lending at credit unions. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: […]