By Raja Sengupta Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions The fintech sector has gone through a number…
A Commercial Banker’s Tickler Transition Plan
Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Robert Meyers, head of the Origination and Marketing Department for Republic Business Credit, and a 2016 CFA 40 Under 40…
Selecting a Technology Vendor: 3 Questions to Ask
As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
Why Back-Office Lending Automation Enhances Customer Satisfaction
Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
KYB: Know Your Borrower
Whether buying a business or providing senior debt, the deal comes down to trust. How well do you know the…
The Lost Art of the Loan Purchase
Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
Audit Prep: Why a Paperless Approach Makes Sense
How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
Back Office Support Services: Helping you approve more clients
How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…