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How outsourcing & AI can give your COVID-era lending a lift



With so many changes in the economy, workforce, and the way we lend, it’s no surprise that some financial institutions are struggling to keep up without a contingency plan in place.

Join us as we delve into how artificial intelligence and outsourced loan processing can act as the perfect contingency plan in handling high application volumes, staff shortages, and more.

Topics include: 

Automated document stacking to speed up processing and reduce human error

Call services & support to keep your staff focused on core competencies while increasing member and dealer satisfaction

Outsourced processing and underwriting to pick up the slack in cases of understaffing or high volume


About the presenters

James Cartwright is the AVP of Business Development for CU Direct Connect. He started with CU Direct Connect in 2003 and previously served as the VP of Sales overseeing the dealer side of business nationally. In his new role, he really enjoys finding ways to help credit unions utilize the Outsourced Loan Processing products and services. James has a degree in Business Management from the University of Phoenix. He currently lives in Lone Tree, CO with his wife, daughter and dog Fritz. James enjoys golfing, fly fishing and spending a majority of his free time watching his daughter play softball.

Lee Easterwood (Moderator) is the Vice President of Business Development for CU Direct Connect. Lee was previously the Vice President of Origination Services and Customer Support for CU Direct and he was the Regional Director of sales for Southern California. Lee has been with CU Direct for 9 years and has over 25 years of experience in the banking and finance industry. Lee has a degree in Banking and Finance from the University of Mississippi. Lee currently lives in Temecula California with his wife of over 33 years. 

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