Portfolio Management
At CU Equipment Finance, we strive to be your trusted and reliable partner while acting as a full-fledged resource for all commercial financing loans and programs. Taking on the servicing and management of your client’s accounts, we streamline the process between application and loan payoff. Handling every aspect of your portfolio management needs, our experts remove the confusion, hassle, and workload inherent with the analyzation and administration of financial portfolios.
Comprehensive in nature, our portfolio management services include:
- Payment collection via ACH
- Monthly reporting
- Collection management
- Financial reporting
- 100-percent workout and liquidation
- Sales and Use tax administration
- Property tax administration
- Financial information collection (per agreement)
- Annual reviews on larger credits
- Insurance coverage tracking and review
Combining cutting-edge tracking technology with focused expertise, we strive to provide our partners with the confidence that only comes from knowing every aspect and detail has been accounted for and acknowledged. We are experts in financial portfolio management and possess a long and untarnished track record that proves our commitment to your satisfaction.
Ready to find out more? Contact the CU Equipment Finance team now.
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