Leaders in Lending

Leaders in Lending
  • 5.0 (62)
  • 科技
  • 一周一更

Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future. Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of consumer lending.  The views, thoughts, and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of Upstart. Any content provided by the hosts or guests is for informational purposes only and is based on their own experiences and perspectives.

  1. Behind the Scenes of ACU Strategic Growth Conference

    9月3日

    Behind the Scenes of ACU Strategic Growth Conference

    What if the next conference you attended didn’t just inspire ideas, but actually drove change? In this episode of Leaders in Lending, hosts Lynn Sautter Beal, Drew Megrey, and Barry Roach share practical strategies for turning insights from ACU Strategic Growth Conference into meaningful action. They explore how credit unions can prioritize takeaways, implement initiatives, and keep momentum going long after the event ends. From selecting the right vendor partners to engaging frontline staff, this conversation is packed with tactical advice. Plus, they challenge common assumptions about the value a conference can translate to in business.

    24 分钟
  2. The Credit Builder Strategy That’s Actually Working

    8月20日

    The Credit Builder Strategy That’s Actually Working

    Access to credit can be life-changing, but for many members, the process still feels out of reach. Great Lakes Credit Union is working to change that with practical solutions that meet people where they are.In this episode, host Drew Megrey sits down with Steve Bugg, President and CEO of GLCU, to talk about how his team is rethinking lending through small-dollar loans, credit builder programs, and face-to-face financial coaching. Steve shares how they’re making a difference for underserved members while keeping risk low and impact high. Join us as we discuss: How GLCU uses $300 loans to create long-term financial confidenceWhy second-chance lending isn’t as risky as most thinkWhere mobile tools and in-branch service come togetherHow community partnerships and DEI efforts support sustainable lendingWhat it means to put trust at the center of the loan process

    36 分钟
  3. Inside the Credit Union Managing 50+ Lending Tech Partnerships

    8月6日

    Inside the Credit Union Managing 50+ Lending Tech Partnerships

    Technology is reshaping every corner of financial services. For credit unions, the challenge isn’t just keeping up, it’s choosing the right tools, partners, and processes to stay ahead without losing sight of the member experience.In this episode, host Drew Megrey sits down with Bill Clancy, Vice President of Consumer Lending at Advia Credit Union, to explore how his team navigates digital transformation while maintaining the high-touch service members expect. From managing 50+ lending technology systems and partners to empowering older members with mobile banking, Bill shares how Advia strikes the balance between innovation and relationships.Join us as we discuss: How Advia curates a tech stack to match rising member expectations.Why digital adoption looks different across age groups—and what to do about it.Where AI decisioning fits into a long-term lending strategy.How to bring automation into lending without losing the human touch.What a frictionless future for loans could actually look like.

    20 分钟
  4. This One Strategy Took Lending From Good to Great

    7月23日

    This One Strategy Took Lending From Good to Great

    Rising vehicle prices, longer loan terms, and shrinking margins. As credit unions adapt, standing out requires more than competitive rates. It takes consistency, clarity, and a lending team built for speed and service.In this episode, host Barry Roach sits down with Adam Brice, Chief Lending Officer at EFCU Financial, to unpack how his team reimagined consumer lending from the ground up. From creating a centralized loan contact center to balancing common sense with emerging tech, Adam shares what it really takes to grow a high-performing, resilient lending strategy.Join us as we discuss: What happens when you move your best loan officers out of branches.How EFCU maintained low charge-offs while doubling down on auto.The ripple effects of extended terms and negative equity.How AI can strengthen, not replace, sound underwriting.Why NIL deals and financial literacy can drive deeper community impact.

    32 分钟
  5. From Onboarding to Upsell: A Digital Playbook for Credit Unions

    7月9日

    From Onboarding to Upsell: A Digital Playbook for Credit Unions

    As credit unions grapple with an increasingly digital-first market, the path to growth lies in strategic partnerships, streamlined onboarding, and data-driven cross-sell strategies. In this episode, host Matt Snow sits down with Kirk Drake—author, entrepreneur, and founder of CU 2.0—to explore how credit unions can stay relevant in a fast-changing financial landscape. Drawing on decades of experience in FinTech and community banking, Kirk shares practical insights on building strategic partnerships, leveraging emerging tech like crypto and transforming credit unions into digitally driven community hubs. Join us as we discuss: Why credit unions must embrace AI to meet evolving member expectationsThe growing importance of FinTech collaboration in driving innovationHow shifting consumer behavior is reshaping onboarding and engagementStrategies for serving both traditional and non-traditional demographicsWhat it takes to future-proof credit unions in a digital-first world

    23 分钟
  6. Surviving the CFPB’s Transitional Era

    6月25日

    Surviving the CFPB’s Transitional Era

    As the regulatory environment continues to shift and technology reshapes the compliance landscape, today’s lending leaders are under increasing pressure to stay agile and forward-thinking.  In this episode, recorded live at CBA Live 2025 in Orlando, host Lynn Sautter Beal sits down with Aaron Rykowski, Chief Compliance Officer at WesBanco, and Mikey Reynolds, Director of Compliance at Zions Bank Corporation. Both serve on the CBA’s CFPB Committee and share how their institutions are responding to growing uncertainty—from changes in CFPB leadership and examiner shortages to the fast-moving rise of AI in compliance. Join us as we discuss:How shifts at the CFPB are shaping compliance strategiesThe challenges of operating with fewer examiners and less regulatory clarity Where AI and emerging tech fit into modern compliance programsWhat lenders need to know about the final 1071 and 1033 rulesWhy collaboration and proactive engagement are essential in today’s environment

    21 分钟
  7. Navigating Fair Lending Challenges Through Collaboration and AI

    6月11日

    Navigating Fair Lending Challenges Through Collaboration and AI

    As regulatory scrutiny intensifies and innovation accelerates, fair-and-responsible banking leaders are coming together to keep compliance programs adaptive, effective and aligned with evolving expectations. In this episode, recorded at CBA Live 2025 in Orlando, host Lynn Sautter Beal sits down with Lindsay Yousif, Executive Compliance Director at Ally, and Nick Roesler of M&T Bank. Both serve on the CBA’s Fair and Responsible Banking Committee and share how their institutions—and the committee at large—are tackling today’s most pressing compliance challenges, from AI-driven fair lending tools to examiner turnover and uneven regulatory interpretations. Join us as we discuss: How FinTech partnerships can drive innovation while meeting evolving regulatory expectationsThe value of benchmarking and third-party consulting in building more resilient compliance programsThe growing role of AI in fair lending—and what that means for oversight and risk managementStrategies to manage inconsistent regulatory requirements and examiner transitions

    23 分钟
  8. Fraud, Policy Shifts, and EV Financing: What’s Next for Auto Lenders?

    5月28日

    Fraud, Policy Shifts, and EV Financing: What’s Next for Auto Lenders?

    As the auto finance industry faces mounting regulatory scrutiny and increasingly sophisticated fraud tactics, lenders are working together to navigate risk, improve compliance, and better serve today’s borrowers. In this episode, recorded at CBA Live 2025 in Orlando, host Matt Snow sits down with Fabien Thierry, Head of Indirect Lending at Bank of America, and Mike Gilbert, Director of Consumer Lending at Associated Bank. Serving as chair and co-chair of the CBA Auto Finance Committee, Fabien and Mike discuss how the committee is helping lenders respond to the most urgent challenges in auto finance—from new CFPB directives to the rising threat of synthetic identity fraud—through collaboration, data-driven strategies, and shared best practices. Join us as we discuss:The impact of evolving federal and state regulations on lender operations and how the committee is driving policy advocacyThe surge in synthetic identity and first-party fraud, and the tools being deployed to detect and prevent financial lossesFinancing complexities tied to electric vehicles, including rising costs, residual value concerns, and infrastructure limitationsHow digital lending innovations are improving decisioning speed, borrower transparency, and overall loan experienceWhy industry-wide coordination—between lenders, dealers, and tech providers—is essential for managing disruption and delivering value

    26 分钟
查看全部 177 集

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关于

Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future. Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of consumer lending.  The views, thoughts, and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of Upstart. Any content provided by the hosts or guests is for informational purposes only and is based on their own experiences and perspectives.

信息

  • 创作者
    Leaders in Lending
  • 活跃年份
    2021年 - 2025年
  • 单集
    177
  • 分级
    儿童适宜
  • 版权
    © 452502
  • 节目网站
    Leaders in Lending

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