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BUSINESS OPERATIONS CONSULTING
We can assist with our members’ accounting record reconstruction, bank reconciliation, and forensic accounting, which ensures proper reconciliation
of accounts and brings credit union records current. Our services also include loan reviews, collection reviews, core conversions accounting assistance, Current Expected Credit Losses (CECL), methodology assistance and evaluation, or specific reviews determined by management of the credit union.
Individual services include:
Commercial Loan Annual Reviews
Reviews and risk grading can determine if the credit union’s MBLs are graded adequately and if additional funding
is needed in the Allowance for Loan and Leases Losses account, based on risk level.
Training and Program Development
We can provide commercial lending underwriting, portfolio monitoring, and program development training for your staff.
Policy Review
Ensure your MBL policies are being followed and are compliant with NCUA Rule 723.
MEMBER VALUE GUIDE
KEY CONTACT
AMANDA DAWSON
VP, Audit & Consulting 469-385-6458 adawson@cornerstoneresources.coop
CORNERSTONELEAGUE.COOP
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