Consulting/Training

Optimize your lending organization by drawing on CRF’s extensive banking and community development financing experience. Whether you require a new skill set to address a new market opportunity, need additional resources to support expansion, or want to increase your self-sufficiency, CRF can help you achieve your goals.

We’ll consult with you one-on-one to help you develop the plans, policies and procedures you need to succeed as your mission evolves. No matter what the scope of your consulting requests, you can expect these advantages when you turn to CRF:

Specialized, real-world experience – CRF professionals have the expertise to deliver targeted, useful information. As part of the consulting process, we’ll connect you with experts proficient in the areas that are critical to your organization’s success.

Customized consulting – We’ll work with you on your terms to support your performance goals.

Competitive pricing – Our pricing is flexible and competitive to accommodate your custom project.  Plus there are no restrictions related to the length of your project — two months or two years — whatever you need.
 

Many other community development lenders have chosen to take advantage of the following consulting services:

• Portfolio Review – Evaluate existing portfolios, policies and procedures and create new guidelines as required.
• Strategic Planning – Develop strategic plans for your organization.
• Managing Risk – Create a balance between mission-based risks and methodologies for safeguarding assets, including risk rating systems tied to loan loss reserves.
• Capitalization Alternatives – Consider ways to raise capital from various government, foundation and private sources. Leverage capital to maximize impact.

Contract Administrative Services

Contract Administrative Services provides a lender with the option to outsource any portion of the underwriting and closing process associated with loan origination, including administrative services to support the lender's loan approval process. The level of service requested can be customized to meet each lender’s needs.

Training

Training is often a natural outgrowth of consulting. If you and your staff would like training in order to implement CRF’s consulting recommendations, we can help. CRF offers both training for large groups and technical assistance on a one-on-one level.

For more information about CRF’s Consulting and Training Services, contact Colleen Schwarz at 303.789.7558 or colleen@crfusa.com.