Success Stories

Alaska USA Federal Credit Union

A credit union experiencing rapid growth needed a better way to monitor its loan portfolio while reducing inefficiencies and managing risk.

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Allegacy Federal Credit Union

“Baker Hill’s portfolio risk management solutions are instrumental to our growth objectives as we work to create local, market-focused commercial banking services for businesses in our community. I managed my first Baker Hill installation in 1997, and have utilized their products in various venues throughout the years since. I have great confidence in the company, its direction and its solutions. With our financial analysis and portfolio risk management needs  met by Baker Hill’s technology, we can turn our focus to building and fostering relationships.” 

- Brian Vannoy | Chief Credit Risk Officer | Allegacy Federal Credit Union

Berkshire Bank

“We have long considered Baker Hill a partner and trusted advisor, so selecting its platform for commercial lending was a natural fit. Baker Hill’s solution will enable us to manage the complexities of our growing loan portfolio by supporting the entire commercial lending cycle—from the initial prospect call through loan pay off and everything in between.”

- Denise Thompson | Vice President of Small Business | Berkshire Bank

Bryn Mawr Trust

“Our relationship managers needed a single solution capable of effectively managing the needs of complex commercial lending clients. We now have a tool to ensure the sales and underwriting processes are more efficient, allowing employees more time to focus on individual client needs.”

- Marilee Connor | Group Vice President | Bryn Mawr Trust

CapStar Bank

Commercial bank seeks to establish and maintain comprehensive relationships with its clients by delivering customized and creative banking solutions and superior client service.

“With the increased efficiencies that Baker Hill’s consumer loan origination solution delivers, we believe our team at CapStar will be able to direct more of their focus toward better serving our customers, which is the bank’s top priority. By leveraging Baker Hill’s proven lending technology, we are confident that CapStar will continue to grow its consumer loan portfolio while maintaining sound credit quality, positioning the bank for long-term success and profitable growth.”

- Robert LaMendola | Senior Credit Officer | CapStar Bank

Citizens National Bank

Citizens National Bank sought increased competitiveness in growth markets and deeper customer relationships. To move the needle, cobbled-together analytics required a technology update and an infusion of expertise.

"Baker Hill generates the data we need to support our strategic decisions. Our targeted money market campaign has been tremendously successful. And, the emphasis on cross-sale ratios has deepened our client relationships. Wherever we have focused our efforts, we have gotten results with Baker Hill's support."

- Scott Sills | Chief Marketing Officer | Citizens National Bank

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Denali Federal Credit Union

“After exploring various platforms, Baker Hill’s proven reputation and posture as the leading provider of member business lending solutions stood out.”

- Tara Tetzlaff | Senior Vice President of Member Business Lending & Services | Denali Federal Credit Union

First Tenessee Bank

Memphis-based First Tennessee Bank, with more than $40 billion in assets, has deployed Baker Hill’s small business loan origination solution and customized branch online loan application software to drive efficiencies in the lending process and improve the customer experience with faster decisions and faster closings.

“By working with Baker Hill, we expect to improve the overall customer experience for delivering small business credit. Our team evaluated numerous loan origination systems and believes Baker Hill’s solution will best help us streamline our lending processes and ultimately, support the bank’s continued growth.”

- Darin Johnson | SVP, Director of Commercial Credit Loan Administration | First Tennessee Bank

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Florence Bank

“We have a long-term relationship with Baker Hill and consider them a trusted advisor and an extension or our team. They are committed to our success which is evidenced by their exceptional support service, quick response to all of our requests, and ongoing, proactive communication.”

- Joe Traczynski | SVP Senior Lending Officer | Florence Bank

iQ Credit Union

“The more knowledge we have about our members and how they’re using our products, the better we can provide them with the services that best fit their needs, which is our top priority. The actionable insight this solution provides will be particularly valuable as we expand and enhance the products we provide our members. With Baker Hill NextGen® Analytics, we are confident in our ability to execute dynamic marketing strategies and uncover opportunities for growth based on data.”

- DeWayne Ledbetter | Senior Vice President and Chief Financial Officer | iQ Credit Union

Level One Bank

“We carefully reviewed the technology available in the market, concluding that Baker Hill offered the most robust, proven solution to accommodate our rapidly growing loan portfolio. By relying on Baker Hill’s lending technology, we look forward to gaining new efficiencies and capabilities through the lifecycle of our loan relationships, which will allow us to better serve clients while maintaining the credit quality that underpins all of our ongoing success.”

- Gregory Wernette | EVP and Chief Lending Officer | Level One Bank

Marquette Bank

Marquette Bank, based in Chicago with $1.5 billion in assets, has leveraged Baker Hill’s commercial loan origination solution to create a more streamlined workflow for loan operations, helping lenders work more efficiently and improving the visibility on the status of loans.

“We have experienced longstanding success using Baker Hill’s commercial loan origination solution and are impressed with the direction Baker Hill is taking with its NextGen® platform. Our staff is looking forward to leveraging its latest functionalities, as Baker Hill NextGen® will offer greater flexibility so we can further adapt the commercial lending solution to our specific needs, which will enable us to provide the outstanding experience our customers expect.”

- Frances Brashares | AVP & Commercial Loan Operations Manager | Marquette Bank

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Old Point National Bank

“With our new loan origination system, we expect to significantly improve the efficiency of our lending process and enhance the borrower experience. Baker Hill’s implementation and advisory services are known to be ‘the best in the business,’ and that reputation coupled with the modern user interface and capabilities of Baker Hill NextGen® were key reasons we ultimately selected Baker Hill.”

- Erin Black | Senior Vice President and Marketing Director | Old Point National Bank

On Tap Credit Union

On Tap Credit Union chose to leverage Baker Hill NextGen® Analytics to gain a complete view of the institution’s performance and profitability to inform strategic growth initiatives and top-of-mind marketing campaigns.

“We selected Baker Hill NextGen Analytics for the depth and breadth of the solution, as it allows us to evaluate profitability at the region, branch, account, all the way down to the relationship level, which helped us identify new market opportunities. This has proven valuable from a marketing standpoint because now we can segment and target members with the most relevant offers to increase wallet share and measure the effectiveness of our promotions, which helps us further maximize our growth potential.”

- Bryan Thomas | Vice President of Lending | On Tap Credit Union

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Peoples Bank and Trust

Peoples Bank can now easily review commercial loans and make solid credit decisions by leveraging the solution’s reporting, data analysis and sophisticated financial spreading functionalities.

“Our prior solution was designed more for personal credit analysis rather than commercial credit analysis, which made reviewing the loan portfolio more difficult than it needed to be. Upgrading to Baker Hill NextGen® Statement Spreading will allow us to easily conduct complex ratio and cash flow analyses, projections and peer comparisons, resulting in more efficient processing and review of commercial loan requests.

- James Kiser | Vice President and Senior Lender | Peoples Bank and Trust. 

Royal Credit Union

Royal Credit Union required a solution that would automate the loan origination lifecycle for smaller business credit requests.

“By deploying Baker Hill’s online loan application in conjunction with its small business loan origination solution, Royal Credit Union has been able to streamline the lending process and significantly expand its bandwidth for providing small business loans to members. We are confident that these enhancements will position our credit union for future growth and we look forward to our continued partnership with Baker Hill.”

- Julie Frey | VP Business Loan Operations & Services | Royal Credit Union

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Unitus

Unitus Community Credit Union sought to connect with customers by aligning and leveraging client data. Baker Hill’s comprehensive business analytics solution promised greater insight into branch, account, and product profitability.

“The Baker Hill solution is turnkey and awesome. We love how we can move our strategies and enhance them as time goes on.”

- Lori Fink | Marketing Manager | Unitus Community Credit Union

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Western Alliance Bank

Western Alliance Bank, which prides itself on serving businesses, uses Baker Hill’s loan origination solutions to help manage smaller business loan requests with greater efficiency and ultimately, enable loan officers to spend their time pursuing larger commercial deals.

"As we’ve grown over the years, we have used Baker Hill’s solutions to streamline our small business lending processes to allow our loan officers to focus on the most important aspect of their job, which is building relationships with business customers and ensuring their credit needs are met."

- Sherri Slayton | Executive Vice President | Western Alliance Bank

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