1st Bergen Story Board - Part 2

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Storyboard Description

Jose' checks out credit union What is a credit union Jose meets with loan officer Explains situation Loan officer checks Jose loan portfolio Jose's loan request can be approved

Storyboard Text

  • 1st Bergen Federal Credit Union
  • How you say ??
  • As a not-forprofit F.I, 1st Bergen has the capacity to offer competitive interest rate on loans and deposits
  • First and foremost, 1st Bergen is a credit union, meaning it is a member owner, not-for profit, financial insitution
  • 1st Bergen is also a low income designated credit union, meaning that it specialized in serving pop. with limited access to safe fin. services.
  • As such, 1st specializes in serving people with disabiklities, low-income wage eraners, and recent immigrants, as Jose.
  • Curiosity got the best of him and he called 1st Bergen FCU up and learned about and set up a time to visit.
  • After some research, Jose led him to opt-out of that option.
  • 1st Bergen Federal Credit Union
  • Jose needs loan to secure car to reduce transportation cost for household (wife, younger brother, 2 children) ; was turned down by bank due to credit score/history;
  • Jose explains his situation to one of our bilingual loan officer, allowing his easier language to explain his situation
  • Loan officer reviews Jose credit portfolio: low credit score (because interest on monthly payment on 1 previous loan were high so was late on a number of payment);
  • Jose paid off loan, with last three payments made on time. Debt to income ratio good; review other required doc for check list
  • Jose's loan app can be approved.
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