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Specializing in the Credit Union Mortgage Industry
Specializing in the Credit Union Mortgage Industry
In 2002, I began my career in the credit union mortgage industry and quickly fell in love with all things mortgage and real estate related. I have worked as an originator, processor, underwriter, department manager, secondary marketing and producing sales manager. I've had the pleasure of leading high performing sales and operations teams who were devoted to improving and innovating for our members to create WOW experiences. I had the advantage of working for dynamic strategic and executive leaders who recognized my passion for the credit union movement and offered me endless opportunities to grow, learn, and take on greater responsibilities.
In 2019, I graduated from Western CUNA Management School - the first choice of credit unions for transforming students into passionate strategic leaders through rigorous collegiate level head and heart education.
First and foremost, I am a trusted advisor and have a fiduciary duty to our credit union members when assisting them with their biggest investment and financial transaction. My approach to working with credit union clients runs in alignment with how I interact with members. Setting expectations, aligning the relationship, determining goals and objectives and planning. It is my desire to create sustainability in the credit union movement by understanding your organizations needs and strategizing with you to build, grow and thrive.
Business partners are key—that’s why when it comes partner selection, I specialize in credit unions. I want to give you and your team the time and guidance you deserve while being respective of your members investments. Whether you’re seeking a strategic alliance with the right consultant or a special skillset or tool, together we’ll create and refine your credit unions plan for success.
Copyright © 2021 Nicole C. Poole - All Rights Reserved.
NMLS# 544635
California Business License #017529
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