Business Advisory Services
Business Lending Procedures Manual Template
Safe and sound member business lending practices don't end with the lenders. Operational support staff and management play a critical role in maintaining credit and loan file quality as well.
To help in this area, BAS provides a 30+ page template in Word format allowing you to build step-by-step processes around all areas of concerns with business lending, including operations, collections and management reporting.
For specific pricing or additional information on BAS Training Modules or BAS Business Supporting Services, please contact BAS Director Molly Snody at 800-932-0661 x 5209.
For more information or to get started, please contact your Association Representative at 800-932-0661, or e-mail CUSolutions@pcua.org.
- Business Development / Sales
Assistant Vice President,
800-932-0661 x 5330
Sr. Account Executive