Team Spotlight – Client Management
CURevl’s client management team averages over 20 years in education finance. Our goal is to exceed day-to-day expectations and long-term satisfaction as it relates to portfolio performance and membership acquisition. We love implementing new clients, but our true joy is helping credit unions find a new asset class.
We know there’s nothing more frustrating than not knowing who to call for an issue. At CURevl, we make it simple - your client manager acts as your single point of contact for everything from training, program management and even borrower level issues. A few of the ways we support your success:
Marketing calendar provides a guide for your internal marketing department to leverage student loan key events
Marketing templates provide examples of marketing messaging and graphics
Our 25-year veteran school channel specialist assembles a customized list of schools within your field of membership and introduces your brand to the school financial aid offices
Complete and submit school RFI/RFP’s on your behalf
CURevl hosts a free marketplace for our clients. We feature your brand and products providing additional exposure for your credit union.
Standing monthly calls
Progress related to establishing relationships with schools
Applications and any trends
Portfolio performance and analytics
Competitive product analysis
Quarterly reporting package
Year to date and year over year comparisons of applications and volume
Operational efficiency data
Pull through rates
Denied application analysis
We believe client management is critical to our success and yours. We provide our clients experienced professionals from our industry and a complete set of tools to ensure our clients have a seamless and enjoyable experience.
MEET OUR CLIENT MANAGEMENT TEAM