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Rising Above the Liquidity Crisis: Navigating Interest Rate Changes with Strategic Oversight

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Manage episode 447611068 series 2928307
内容由Leaders in Lending提供。所有播客内容(包括剧集、图形和播客描述)均由 Leaders in Lending 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Can credit unions turn economic setbacks into stepping stones for success?
Today, we sit down with Dustin Holmberg, Chief Revenue and Lending Officer at Clearview Federal Credit Union. With $2 billion in assets and a vibrant community of 120,000 members, Clearview is not only surviving but thriving in today’s financial landscape. In this episode, we explore the transformative power of AI, innovative lending strategies, and the critical role of community engagement. Dustin also shares his personal journey and insights on adaptability, revealing what it truly takes to lead in the credit union industry.
Join us as we discuss:
  • How Clearview Federal Credit Union manages interest rate changes and liquidity crises through strategic oversight of margins, CD rates, and loan growth.
  • The role of AI and Robotic Process Automation (RPA) in boosting efficiency in underwriting and automating repetitive tasks, empowering employees.
  • Clearview's "digital-first" approach and its expansion of physical branches to enhance community engagement and member convenience.
  continue reading

161集单集

Artwork
icon分享
 
Manage episode 447611068 series 2928307
内容由Leaders in Lending提供。所有播客内容(包括剧集、图形和播客描述)均由 Leaders in Lending 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Can credit unions turn economic setbacks into stepping stones for success?
Today, we sit down with Dustin Holmberg, Chief Revenue and Lending Officer at Clearview Federal Credit Union. With $2 billion in assets and a vibrant community of 120,000 members, Clearview is not only surviving but thriving in today’s financial landscape. In this episode, we explore the transformative power of AI, innovative lending strategies, and the critical role of community engagement. Dustin also shares his personal journey and insights on adaptability, revealing what it truly takes to lead in the credit union industry.
Join us as we discuss:
  • How Clearview Federal Credit Union manages interest rate changes and liquidity crises through strategic oversight of margins, CD rates, and loan growth.
  • The role of AI and Robotic Process Automation (RPA) in boosting efficiency in underwriting and automating repetitive tasks, empowering employees.
  • Clearview's "digital-first" approach and its expansion of physical branches to enhance community engagement and member convenience.
  continue reading

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