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They got the loan somewhere else…Teresa got it back AND a better deal for the members!

I was reviewing pending loan applications and came across one we lost due to the member going with another lender. I called to see if they would be interested in refinancing for a lower rate and/or payment, and assured them I could help speed up the process this time. They didn’t think it was possible to refinance because the loan was just recently funded with the other lender, but I told them, “We can make it possible!” With that, they agreed to continue with the application to refinance the auto loan.

An auto loan email turned into BIG SAVINGS for these members, thanks to Ashley!

A member called after receiving our auto loan promotion email – he had an auto loan he wanted to bring to us and refinance for a lower rate and payment. We started his application right away, and once I got the credit report pulled up for him and his wife, I saw they had a lot of credit card debt. I already knew they owned their home, and I wanted to see if we could help them out with a debt consolidation plan, so I suggested an equity loan to pay off some of those cards. He was very agreeable and said they had been discussing doing some type of debt consolidation for the cards, but they didn’t know where to start. Good thing that email prompted him to call us!

    Don’t Fall Victim to Fraud!

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    With everything going on these days, the last thing you need is to become a victim of phishing, identity theft, fraudulent transactions, or just plain, old theft of your hard-earned money. You are the first line of defense when it comes to keeping your money and personal information safe, so make sure you know what to do (and what NOT to do) in order to prevent it from happening to you.

    For helpful information and resources, please visit our Fraud Tips.

    Financial Education Resources and Videos

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    If you’re looking to brush up on specific topics or learn something new, check out our new Video and Resources Page! With topics from taxes and job interviews to mortgages and budgets we have something for everyone.

    Check out the topics on our Videos and Resources Page.