Introductory Consultation

 SBorgerson Consulting  is happy to offer Banks and Credit Unions a One Day 7 Hour Lending Consultation. 

This service is an onsite consultation where the client can choose any three focus areas from a list of ten options. The review will include staff and management interviews and systems reviews if applicable to the focus area. 

A follow-up call will take place within five business days of the visit, and a written evaluation report will be prepared and delivered to the client.

The cost of this introductory service is a flat fee of $1,000

•  Loan Servicing Reporting
•  Loan Servicing Management, Oversight,  and Controls
•  Lending and Loan Servicing Procedure Review
•  Lending Credit Committee and Board Reporting
•  Loan Product and Underwriting Criteria Risk Review
•  CECL Loan Reserve Allocation Review
•  Loan Origination Staffing and Efficiency Review
•  Loan Origination Controls
•  Loan FASB Processing
•  Sold Loan Channel Feasibility

 This One Day Consultation will be conducted by Steve Borgerson, a Career Banker and Lender with 30+ years’ experience. SBorgerson Consulting is a registered and Insured Limited Liability Corporation.