Stability in the Liquidity Crisis - Stabilize Your CUs Balance Sheet


About the Webinar

Diversifying your credit union’s lending portfolio through innovative loan products is critical to stabilizing your balance sheet in today’s liquidity crisis. Jack Imes and Charlie Peterson of Allied Solutions will guide you in evaluating loan pricing structure and risk assessment of mis-priced loans, broaden your view of portfolio diversification, and will offer insight into effectively exiting underperforming products and entering products that will generate stability for your balance sheet.

Attendees will walk away equipped with:

  • Enhanced knowledge of stress testing,
  • Portfolio performance measures,
  • Incentives to reduce amortization for members, and
  • Reassessment of lending options.

Jack and Charlie are looking forward to sharing their vast executive lending experience and knowledge with the NAFCU community on November 15th.

Watch the Webinar On-Demand

Presented By

Jack Imes

Chief Client Lending Consultant | Allied Solutions

Jack has years of executive lending experience with both credit unions and banks. Recently, he served as the Chief Lending Officer at JSC FCU, a $2.65B credit union. Previously, he was the CLO at Honda FCU and the VP of Commercial Lending at US Bank, among other top lending roles spanning over two decades. At Allied, Jack brings his credit union and bank experience to serve as a consultant and advisor to our clients and sales team. 

Charlie Peterson
Charlie Peterson

SVP Strategic Initiatives | Allied Solutions

With over three decades of diverse experience in financial services, Charlie has supported over 1000 clients in nineteen states providing best-in-class insurance, income, loss mitigation, and technology efficiencies to the credit union marketplace. His passion and drive for lending growth, loan participation, client consultation, and digital channel development have been his hallmarks. In his current role with Allied Solutions, Charlie is helping credit unions nationwide successfully execute their vision and plans for growth.