Consumer Lending
ITIN Lending & Compliance
In a Credit Union Times Expert Opinion Column, “ITIN Lending & Compliance: Cutting Through the Fog,” Oak Tree`s CEO talks about ITIN lending, and how it represents growth opportunities for credit unions.
Credit Union Industry
Top 10 Credit Union Conferences to Attend
Attending credit union conferences means getting the chance to broaden your network, promote deeper understanding, uncover new knowledge, and reinforce existing practices.
Oak Tree Business Systems
Blood Drive 2019 OTBS
The October blood drive was a HIT! We couldn’t have been in more awe of how it turned out and the positive response that we received. With support from the Southern California Blood Bank, we were able to break our initial goal and exceeded far above what we hoped for.
Marketing Corner
Credit Union Financial Fables
Every credit union is unique in ways that are generically defined by their FOM. Unfortunately the basic facts and figures that define membership eligibility does not convey the magical community and beneficial services that can entice potential members to grow your financial realm. Building a narrative can change the imagery of facts and figures into metaphorical flowers and fairies. Here are a few steps to get story-telling:
Credit Union Industry
Best Credit Union CEOs of 2017
For the credit union world, the eventful year of 2017 is now a thing of the past. When we take a look back at the past twelve months we remember the highlights and bright spots from around the industry. Credit unions who saw success were recognized, as well as the individuals who helped facilitate accomplishments and achievements.
Credit Union Industry
Quality of Life
Make no mistake – “Quality of Life” drives us all. Our actions each day, sleeping, waking up, eating, working, exercising, socializing, and so very much more, are all motivated by individual day-to-day factors such as being tired, hungry, lonely, wanting better fitness, wanting to “feel” better, and so on. But at the end of the day, what we all want is a better “Quality of Life”; for us and for our loved ones.