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Testimonials

Testimonials

What Our Partners Say

Don't just take our word for it — read what our partners have to say about the diverse range of services we offer. We deeply appreciate their feedback and have been honored to learn about the value our collaboration brings to their credit union. Let us do the same for you!

"CFCU Community Credit Union was in search of someone to conduct a Board educational session regarding Business Lending and their responsibilities. Due to our existing relationship with CU Strategic Services we decided to reach out to them to conduct the training. The training was a success, my Board was appreciative of the information provided."

Cathy Benson, CLO

CFCU Community Credit Union, Ithaca, NY

Customized Training Solutions


CU Strategic Services provides relevant Board of Director training and can customize the training to ensure your CU’s Commercial Lending Policy, and all reporting provided to the Board is in compliance with NCUA Regulations.

  • Expert-Led Training: Benefit from specialized Board educational sessions focused on Business Lending and Board responsibilities.
  • Trusted Partnership: Leverage existing relationships with CU Strategic Services for consistent, high-quality support.
  • Valuable Insights: Ensure your Board gains a deeper understanding and appreciation of their role in business lending decisions.

"1st Advantage has partnered with CU Strategic Services for many years. We have bought participations through their assistance as well as marketed participations for sale. They have been a wealth of knowledge and an extremely reliable resource. I would recommend CU Strategic Services to any credit union interested in entering the commercial participation space. They are the best out there!”"

Jennifer Register, CLO

1st Advantage FCU, Yorktown, VA

Trust CU Strategic Services for Commercial Participation Success


CU Strategic Services offers deep expertise and reliability and is recommended as the top choice for any credit union entering the commercial participation space.

  • Expert Guidance: Gain from a wealth of knowledge and industry expertise in the commercial participation space.
  • Reliable Partnership: Count on a consistent and dependable resource for both buying and marketing loan participations.
  • Industry Leadership: Partner with the best in the field, trusted by credit unions for successful commercial participation ventures.

"AgFed Credit Union is going on its 10th year doing business with CU Strategic Services. They provide the experience and expertise allowing AgFed to supplement its lending program with business loan participations. The participations complement the member loan portfolio and Credit Union investment portfolio. The team at CU Strategic Services is great. They coordinate the opportunities taking into consideration the interest rate risk, return on investment, and credit risk. They complete the required due diligence, making it readily available to the participants. AgFed has been very pleased with the participation portfolio’s returns and loan performance. The staff at CU Strategic Services are extremely knowledgeable and have the expertise required with business loans. We could not have done it without them. "

Margie Click, CEO/President

AgFed CU, Washington, DC

Let CU Strategic Services Empower Your Credit Union’s Lending Success


Longstanding services that provide a complement to the member loan portfolio and Credit Union’s investment portfolio.

  • Enhanced Loan Portfolio: Benefit from expertly coordinated business loan participations that complement both member and investment portfolios.
  • Comprehensive Risk Management: Rely on thorough due diligence and expert management of interest rate risk, return on investment, and credit risk.
  • Proven Results: Enjoy strong returns and loan performance, backed by the knowledgeable and experienced team at CU Strategic Services.

"We have worked with CU Strategic Services for many years for commercial loan participation sales, and most recently for contract credit underwriting, which has been another positive experience. They have a like-minded approach when it comes to underwriting, and have been flexible with us in format and content of the finished product. Reports are always delivered when promised, and we look forward to continuing this relationship."

Holly Ferrara, SVP, CLO

Greenwood CU, Warwick, RI

Reliable and Flexible Partner in Loan Services


CU Strategic Services consistently provides high-quality commercial loan participation and credit underwriting services. Their adaptability aligns well with credit union needs, and they reliably deliver reports on time, strengthening trust in the partnership.

  • Consistent Quality: Long-term collaboration with CUSS for commercial loan participation and credit underwriting has been consistently positive.
  • Adaptable Approach: CU Strategic Services demonstrates flexibility, and their credit philosophy aligns well with CU underwriting practices.
  • Timely Delivery: Reports are delivered as promised, reinforcing trust and reliability in the partnership.

"I have worked with and known Crystal for years. She is knowledgeable, diligent, and willing to help! She is a wonderful partner in all things business banking. Since she has joined CU Strategic Services, she saved a participation deal and we are thrilled to use them for our third-party review which are efficient, detailed and solutions oriented."

Jeff Forsgren, CLO

Members Trust of the SW FCU, Houston, TX

Exceptional Service and Expertise in Business Banking


Knowledgeable staff members that are diligent and helpful, making CU Strategic Services an invaluable partner in business banking. CU Strategic Services was able to successfully salvage a participation deal, and they consistently deliver efficient, detailed, and solutions-oriented independent third-party portfolio loan reviews.

  • Proven Expertise: Staff’s extensive knowledge and diligence make CUSS a standout partner in business banking.
  • Effective Problem Solver: Successfully saved a participation deal, showcasing the capability to handle complex issues.
  • High-Quality Reviews: CU Strategic Services provides efficient, detailed, and solutions-oriented third-party reviews.

Ready to join forces?

Contact us for a custom proposal based on your credit union’s needs.