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How We Work Together

At CUBG, we don't believe in a one-size fits all solution. We will tailor our services to meet the individual needs of your credit union. more...

Member Consulting

CUBG will consult with your team in developing and executing a plan to move your program in the right direction. more...

Benefits of Membership

Members of CUBG have chosen us as their partner to build a successful business services program. To ensure this success, Members gain full access to CUBG resources and expertise. more...

Loan Origination

The lending process at CU Business Group provides a complete loan analysis and origination package, including loan documents. more...

Loan Documentation

CUBG has established a relationship with Financial Tools, provider of the LaserPro documentation system to bring a fully outsourced business loan documentation solution to your credit union. more...

Risk Monitoring

After the business loan is closed, periodic analysis is an essential step to ensure ongoing credit quality. more...

Loan Participation Network
Loan participations offer significant benefits for both buying and selling credit unions. CUBG's participation network is a well established central resource that facilitates the entire participation process. more...

Deposit Services
A business deposit program is an essential part of the core services business members need. CUBG offers extensive expertise to implement and enhance these key product offerings. more...

Merchant Bankcard Services

Offering merchant services deepens the relationship with your business members and is essential in the basic deposit product package. more...

Recruiting Services
CU Business Group recognizes the need to assist credit unions in finding quality business services professionals. To accomplish this, we have formed an alliance with a top-quality recruiting firm, The Robert Pfaendler Company. more...

Webinars
CU Business Group offers comprehensive, concise training courses on business services. Our sessions are tailored to fit your credit union's business services program and the knowledge level of your staff. more...

Regional In-Depth Training
CU Business Group offers a wide variety of business lending education courses presented across the U.S. The curriculum of these sessions are designed specifically for credit union professionals involved in business lending. more...

National Conference
Please plan to join us August 10-12, 2015 in Portland, Oregon or October 2015 in the Washington D.C. area for CU Business Group's ninth annual National Business Services Conference. The conference will showcase industry experts and their advice for beginners as well as advanced track courses for the seasoned business services professional. more...

Customized Education Programs
CU Business Group recognizes that standard curriculums don't always meet the specific needs of your program. We are happy to discuss your needs and how CUBG can provide customized training for your credit union. more...