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Show and Tell: Participation Lending

July 19, 2023 // 12:00 p.m. CT

All sessions are recorded and posted to our archive under the Resources dropdown within a couple business days. Use the handy filters to sort by Council and/or content type.

Hosted by the CUNA Lending Council.

Be sure to check out Part Two on Commercial Loans - register here.

Many credit unions are interested in getting into or growing their portfolio of participation loans. But how best to do it? Join our panel of successful participation loan department leaders while they share best practices.

Join us to learn:

  • How did they get started
  • How did they grow successfully
  • What regulatory/exam issues to know about and address
  • Vendor partners to investigate
  • And much more!

Meet Your Moderator

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Jim Dages Jim Dages

VP Commercial Lending

Patelco Credit Union

Pleasanton, CA

Jim Dages has 30 years’ experience in commercial Lending, strategy development, data, and analytics, change management and innovation. He has expertise in technology products and programs that enable strategy, integrate systems, and organize human resources. Jim has designed and implemented the Business Banking Program at Bank of America, purchased, and sold billions of dollars in consumer and CRE loans in the secondary market. He has built business banking and loan participation programs at three credit unions.

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Meet Your Panel

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John Arnold John Arnold

Lending Sales Manager

AmeriCU

Syracuse, NY

John Arnold has over 30 years in the financial services industry, working with international & regional banks, and has been at AmeriCU for over seven years. AmeriCU has recently expanded their business services group to add business online banking and cash management services. AmeriCU is over 70 years old and is in Central New York. It is among the State's largest, full-service financial cooperatives.

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Susan Rice

Susan Rice, SVP Commercial Lending

Bellco

Greenwood Village, CO

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Jason Stiles

Vice President of Loan Participations

SchoolsFirst Federal Credit Union

Tustin, CA