Loan Participation Consulting Services

Quote Provided

Are you interested in participation lending but don't know where to start? Need help getting a participation lending team up to speed and working efficiently?

We offer consulting services to help credit unions who wish to buy or sell loan participations.

Overview

Consulting services for all phase of selling loan participations include:

  1. Develop a policy
  2. Develop a Master Agreement
  3. Develop internal procedures
  4. Help find a credit union to partner with to sell loan participations to
  5. Use of CU*BASE software to create a package of loans to be sold (Tool #574), setting up the participation loans on the subsidiary software (Tool #119), monthly settlements (Tool #314)
  6. Review participation reports – PLI Trial Balance (Tool #590), participation loan delinquency analysis report (Tool #578)

Consulting services for all phase of buying loan participations include:

  1. Develop a policy
  2. Deelop internal procedures
  3. Help find a credit union to partner with to buy loan participations from
  4. Due diligence review of the originator
  5. Training of the employees on the accounting entries

Search this service on AnswerBook

Reviews

There are no reviews yet.

Be the first to review “Loan Participation Consulting Services”

Your email address will not be published. Required fields are marked *