Teresa Freeborn President/CEO of Xceed Financial Credit Union

"Regards to JR Bruno - it's really simple. We signed up with them because we wanted to solve a member need (in the provision of business services) and we didn't have the staff expertise, nor the resources to set up shop while we waited for the business to come in the door. By working with J.R. Bruno we could have it all! We were in business immediately and we have a lifeline to the expertise for as long as we want it. It gives us the time to develop our in-house expertise while we ease into the business. And even after a credit union is prepared to 'go it on their own', they can still bring in J.R. Bruno on an on-off basis as required. No regrets with the business arrangement – and I don't think one can say that very often."

Kenneth Paris President of California Oaks State Bank

"I was very pleased with the help we received from J.R. Bruno & Associates. The results have been excellent. They helped guide us, while providing tools and recommendations that will assist us now and in the future. Their recommendations increased our overall efficiency, decreased errors and streamlined our loan processes. J.R. Bruno & Associates came highly recommended, and did not disappoint us. Brad Crosley has an impeccable reputation within the industry for his audit work, depth of knowledge and level of service. I highly recommend J.R. Bruno & Associates for any bank needing Loan Review services."

Jim Whitney Senior Vice President, First State Bank of California

"We are very pleased with the results that we achieved through J.R. Bruno & Associates. Thanks to the changes they helped us implement, we went from a 51% to a 99% on our SBA Loan Review and were found in full compliance. Not only are our policies and procedures better, but our efficiency has improved as well. I highly recommend J.R. Bruno & Associates to any lender needing SBA expertise."

Maureen Lowe Executive Vice President, Kennedy Space Center Federal Credit Union

"The training we received from J.R. Bruno & Associates gave us the confidence to move forward with our SBA & MBL program. Not only did we gain insight into the process, but we gained valuable knowledge about offering new products as well. I highly recommend J.R. Bruno & Associates to anyone considering SBA & MBL Lending."

Jeffrey Weinstein CEO, Certified Federal Credit Union

"While we strongly believe that member business lending should be in every credit union's future strategies we also understand the complexity and dangers that accompany such products. Our partnership with J.R. Bruno & Associates gives us access to the support and expertise that only comes from those with years of experience necessary to be successful in this business arena."

Jeff Hendrickson President/CEO of Dow Louisiana Federal Credit Union

"Dow Louisiana Federal Credit Union spent 2 years researching business lending and how we might approach this new product offering. After completing our research, looking at various CUSO’s and programs, we decided to go with J.R. Bruno & Associates. Not only do we see J.R. Bruno as a complete solution to our start-up lending process, but they have a solid, long-term approach to support us as we continue to learn and evolve. They were the only program where we found comprehensive step-by-step assistance from having no business lending processes to a full, robust business lending division."

Anna Mendez Senior Vice President of Mission Federal Credit Union

"When we decided to get into business services, we were targeted by many companies. We decided to go with J.R. Bruno & Associates because of the combination of hand-holding and teaching as well as reputation and expertise. This allows us to both retain the corporate intelligence as well as obtain a turn-key operation. No one else offered that combination—J.R. Bruno & Associates is unique in many respects."

Judith McCartney CEO of Orange County’s Credit Union

"If we had tried to do this by ourselves, we would not have been up and running this quickly. J.R. Bruno & Associates has been a tremendous help. We are truly excited about working with the SBA, the Small Business Development Council and J.R Bruno & Associates to serve our members."