Here's what a few of our many clients have to say about us
“Once a year for the past four years, SMS has conducted a review of our mortgage operations followed by a mini real estate planning session with a cross-functional group of staff and management. The payoff: Stronger focus on real estate, best practices for greater effectiveness, cutting red tape, better teamwork and buy-in, and better all-around bottom line results.”
Robert Street, President/CEO
American First Credit Union
La Habra, CA 90631
($553,725,784 in assets as of November 2010)
“Strategic Mortgage Solutions has been an integral part of our overall mortgage planning for a number of years. Their unique perspective on credit unions and the mortgage business have helped BCU develop capabilities and strategies that have allowed us to take our business to new levels.”
Robert McKay, SVP/COO
Baxter Credit Union
Vernon Hills, IL 60061
($1,424,694,936 in assets as of November 2010)
“Tracy has been a tremendous help and resource to us at CUJC. With her assistance I feel we've come a long way in determining and reaching our real estate goals. Her expertise and commitment to help us succeed has simply been awesome! Thank you.”
Lee Patrick, Executive Vice President
Mainstreet Credit Union (f/k/a Credit Union of Johnson County)
Lenexa, KS 66215
($259,683,112 in assets as of November 2010)
“Having never before offered a first mortgage product, we knew expert help was needed and SMS proved to be all we could have hoped for, and more. A skilled communicator and creative problem solver, Tracy worked with our team to condense vendors and options into the choices that fit our strategic needs and emerging expertise. Results continue to exceed our expectations.”
Michael Swalley, President/CEO
Dominion Credit Union
Richmond, VA 21261
($224,179,053 in assets as of November 2010)
“SMS has done a fabulous job. I enjoy working with Judy and think her analysis and recommendations are spot on. I am very excited about the implementation and believe it will be successful.”
William O'Brien, Senior Vice President of Lending
Kinecta Federal Credit Union
Manhattan Beach, CA 90266
($3,519,643,870 in assets as of November 2010)
“As a long established credit union, but a newcomer to the first mortgage business, we sought assistance to ensure that we had awareness of all the things that we would need to consider in implementing our program. Tracy was instrumental in helping and guiding us through all aspects of the process. This included everything from helping us narrow down the many vendor choices, to understanding staffing considerations and the hiring process. She also helped with our Fannie Mae application. With much thanks to Tracy, we are well on our way to success in our plans to help our members with their home mortgage needs.”
Todd Brown, VP of Lending
South Florida Educational Federal Credit Union
Miami, FL 33183
($706,718,331 in assets as of November 2010)
“The report that SMS provided was excellent and gave me some great insights into what needs to happen in order for Tower’s real estate program to reach the next level.”
Richard Brake, SVP
Tower Federal Credit Union
Laurel, MD 20707-3589
($2,243,727,868 in assets as of November 2010)
“We made an aggressive goal to move from being a retail mortgage lender to a correspondent lender in less than a year. SMS helped us plan and prioritize the steps needed to implement a mortgage program that fits our credit union's history and strategic goals. Tracy was a valuable key to our success!”
Marino Napalan, Jr., VP Lending
Watermark Credit Union
Seattle, WA 98101
($556,093,746 in assets as of November 2010)
“We were looking at ways to improve our secondary market functions as we were selling more and more loans to Fannie Mae. Strategic Mortgage Solutions helped us review our operations and develop a game plan for strengthening our program. SMS's insight and expertise really made a difference. In the end, we were able to implement some quick changes for immediate improvement and had a plan for the longer term.”
Tim Mislansky, SVP, Wright-Patt Credit Union
President, Wright-Patt Financial Group
Fairborn, OH 45324
($1,916,497,643 in assets as of November 2010)
|
