CLIENT SUCCESS STORY ALASKA USA FEDERAL CREDIT UNION THE CHALLENGE Alaska USA Federal Credit Union’s portfolio was growing rapidly – a good problem to have – but at the same time, the Credit Union knew it needed to be more proactive monitoring loans within their portfolio that were less than $1 million dollars. With resources allocated to growth, Alaska USA FCU found it difficult to monitor these deals due to inefficient, manual processes. “We were doing a good job with annual reviews for deals that were $1 million dollars and above, but had a hard time monitoring the smaller deals. You can lose your shirt on the smaller deals, so we understood the need for a better review process,” said Bob Warthen, Credit Officer at Alaska USA FCU. The credit union tried creating forms an

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