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Team Spotlight - Client Management

Team Spotlight - Client Management

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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

    • 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

    • Q&A

  • Quarterly reporting package

    • Year to date and year over year comparisons of applications and volume

    • Operational efficiency data

      • Pull through rates

      • Processing timelines

    • Portfolio stratification

    • Repayment performance

    • 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.


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