The Leader in
Lending and Collections Consulting
What We Do
Leveraging more than 30 years experience providing timely and practical on-site consulting services for financial institutions nationwide, we provide you with a unique perspective for improvement opportunities within your organization.
We have helped financial institutions establish lending and collection practices that are more efficient, effective, and profitable. We can quickly identify areas where you can rapidly achieve a return on investment, and especially help you establish a roadmap to operational best practices.
Most Popular Services
What’s New
August 30, 2011
Solutions in Finance partners with State Employees Credit Union of Maryland to provide consumer lending consulting services, the engagement includes a detailed evaluation of their consumer loan operation, loan policies, underwriting guidelines and loan origination process for the purpose of growing their consumer loan portfolio. State Employees Credit Union is a $2.2 billion dollar credit union with 226,226 members located in Linthicum, Maryland.
July 14, 2011
First Financial Credit Union of West Covina California engages Solutions in Finance collections management services. First Financial has utilized our consulting and management services for both lending and collections since 2004.
June 15, 2011
Solutions in Finance teams with Lending Insights and expands consulting services to credit unions.
Wide-range of comprehensive consulting services help credit unions improve lending programs and loan portfolio performance.
Solutions in Finance providers of best-in-class consulting services to the credit union industry, confirmed today that the company has partnered with California-based Lending Insights to expand consulting services offering to credit unions.
“A highly competitive lending marketplace, coupled with continued uncertainty of today’s economy and the necessity to comply with new industry regulations, has ushered in the need for credit unions to look closely at how they manage their lending programs and improve overall credit quality,” said Mike James, chief operating officer at Lending Insights.
“As a result of our partnership with Solutions in Finance, we’re able to offer credit unions a comprehensive, wide-range of consulting services. We’re able to help credit unions gain a more clear understanding as to where they are with their lending practices and programs, and how they can advance their overall portfolio performance and profitability,” James concluded.
About Lending Insights: Based in Ontario, California, Lending Insights develops powerful analytic, risk management, and business intelligence tools that give credit unions a competitive advantage in the lending marketplace. For more information on Lending Insights, visit www.lendinginsights.com. Lending Insights is a flagship brand of CU Direct Corporation.
June 10, 2011
Solutions in Finance Inc signs new credit union client.
DATCU Credit Union, $549 million in assets with 60,239 members in Denton, Texas. We welcome the credit union to our client list, the credit union will be utilizing our real estate lending consulting services.
May 25, 2011
NIHFCU in Rockville, Maryland renews Solutions in Finance collection management services contract. We will continue to manage their daily collection operation for a unspecified period of time.
May 9, 2011
First Financial Credit Union in West Covina, California engages our collection consulting services to ensure the collection department is continuing to operate at a best practice level.
April 18, 2011
SafeAmerica Credit Union an existing client in Pleasanton, California engages our consumer lending consulting services to support the credit unions loan growth goals.
March 18, 2011
Financial Partners Credit Union an existing client in Downey, California again engages our consumer lending consulting services to support the credit unions loan growth goals. We have performed several projects for the credit union over the years.
February 11, 2011
Solutions in Finance Inc signs new credit union client.
Altura Credit Union, $722 million in assets with 103,433 members in Riverside California. We welcome the credit union to our client list as well as all of our new clients that have recently engaged our services. Altura Credit Union will be utilizing our collections consulting services.
January 31, 2011
Solutions in Finance Inc signs new credit union client.
Insight Credit Union, $448 million in assets with 53,561 members in Orlando Florida. We welcome the credit union to our growing client list.
January 26, 2011
Michael Hales Industry Veteran
Los Gatos, CA – Solutions in Finance, is pleased to announce that industry veteran Michael Hales has joined the company as Senior Vice President of Business Services effective February 1, 2011. Hales is charged with managing all business services including business lending for the company.
Hales has more than 25 years of experience in the financial services industry. He is a former partner with the Rochdale Group and president of Counter Intelligence Associates. Hales is a leading credit union industry expert on business services and CUSO development. He has helped hundreds of credit unions implement a full range of small business lending, deposit, merchant and business services such as payroll processing and remote deposit capture. Prior to his current credit union positions, Hales had an extensive career in commercial banking with Bank of America and Union Bank of California.
November 22, 2010
Solutions in Finance signs another new credit union client.
Congressional Federal Credit Union, $631.6 million in assets, 43,163 members, Oakton, VA.
October 21, 2010
Solutions in Finance signs new credit union client.
Cal State Central Credit Union 94.9 million in assets, 16,512 members Santa Rosa, CA.
August 31, 2010
Solutions in Finance welcomes Redwood Credit Union.
We welcome Redwood Credit Union $1.7 billion in assets; 150,000 members Santa Rosa CA to our growing client list.
July 29, 2010
Solutions in Finance welcomes four new credit union clients.
Pinnacle Federal Credit Union $178 million; 24,000 members; Edison, NJ and Community First Credit Union of Florida $1.1 billion; 105,000 members; Jacksonville, FL, and Silver State Schools Credit Union $813 million; 69,000 members; Las Vegas, NV, and Quincy Credit Union 371 million; members 26,000; Quincy MA.