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The value of having a great relationship with your financial - PowerPoint PPT Presentation

Oct 06, 2022 •143 likes •247 views

The value of having a great relationship with your financial institution Shawn Gilfedder, CEO Kitsap Credit Union June 4, 2020 1 | Kitsap Credit Union o How to develop the best relationship with your financial institution. o Why all

  1. The value of having a great relationship with your financial institution Shawn Gilfedder, CEO Kitsap Credit Union June 4, 2020 1 | Kitsap Credit Union

  2. o How to develop the best relationship with your financial institution. o Why all financial institutions are not equal. o What every good financier is looking for in a relationship. o What’s next for the SBA’s PPP? 2 | Kitsap Credit Union

  3. Where everyone knows your name 3 | Kitsap Credit Union

  4. What does a great relationship look like? 4 | Kitsap Credit Union

  5. Is Is this a valued relationship? 5 | Kitsap Credit Union

  6. Great Relationships… • Teamwork • Teamwork • Honesty • Honesty • Trust • Trust • Respect • Respect • Love • Passion 6 | Kitsap Credit Union

  7. Dig igit ital Courtship Who is my best dance partner ? 7 | Kitsap Credit Union

  8. Great rela latio ionships, offer great solu lutions U.S. Treasury 10yr. Yield January 1, 2019 2.62% January 1, 2020 1.87% June 3, 2020 0.73% 8 | Kitsap Credit Union

  9. SBA PPP What’s next… a lender's perspective • Communication • Documentation • PPP Loan Calculation Forgiveness Form • PPP Schedule A • PPP Borrower Demographic Information Form (optional) • Timing – Lender Confirmations, Material Support • 60 Days Submission upon completion of form • 90 Days Payoff from when lender provides the SBA with its decision • 5 Days Notice to borrower is the SBA is reviewing the loan 9 | Kitsap Credit Union

  10. Kit itsap Credit Union 10 | Kitsap Credit Union

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