Since 1993, Financial Security Consultants, Inc. has assisted our credit union clients with projects or services which your staff may lack the time or expertise to provide, or for which the additional expense of hiring permanent staff is not justifiable.  Our principals' forty-plus years of collective experience in senior credit union management positions give your credit union access to expertise which is practical, and not just theoretical.  To request more information on our consulting services, click  More Information  or call us at (800) 730-7599, ext. 106.

Our services include:

 

Management Personnel Search

We assist credit unions in all phases of the executive and senior management search process, including creating a profile of the desired candidate, designing and placing advertisements, screening and interviewing prospective candidates, obtaining background checks, assisting the CEO and/or Board of Directors with the final interview structure and questions, and negotiating salary and benefits with the desired candidate.  Financial Security Consultants, Inc. supports equal opportunity employment.

Mortgage Services

We are able to assist credit unions with all phases of the first mortgage process, both for credit unions that wish to offer mortgage services to their members with minimal staff involvement and with or without retaining the loan, and for those that wish to train their own staff to make, sell or retain first mortgages.

Product Development and Implementation

We offer credit unions assistance in developing and implementing new products for their membership.

 

Asset/Liability Management We assist credit unions in the balancing of maturities of investments and loans versus deposits as required by regulators. Marketing and Publications We write, design and produce camera-ready artwork for credit union newsletters and brochures, as well as coordinating the printing process if desired.  We also assist credit unions in developing and implementing marketing promotions.

Strategic Planning

We offer a hands-on approach to strategic planning which includes preparing financial comparisons and other supporting data for your strategic planning meeting, guiding and facilitating the meeting to ensure  a productive session, and documentation of the meeting's results.

 

To contact us for more information on our consulting services, click More Information or call us at (800) 730-7599, ext. 106.

 

Financial Security Consultants, Inc. provides mortgage services to credit union members and their families. We also provide a variety of consulting services for credit union professionals.

Contact us to see how we can be of service to you!