Small Credit Union
Performance Improvement Services LLC 

CLIENT FEEDBACK​​

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Former President and CEO $70 million Low-Income Credit Union ​

"You are such a positive force for small credit unions and for the industry as a whole. Thank you for everything you've done and for sharing your talents."​

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VP of Network Engagement National Credit Union Trade Organization:

“It is great to hear positive feedback! Your contribution has clearly made a significant impact. My sincere thanks to you for the dedication and expertise you have brought to the table. Your work has been instrumental in providing the quality service that we are recognized for.”

 

Branch Manager and Team Member $1 million Low-Income/MDI Credit Union:

“Thank you so much, Walter. The pleasure was all ours. We are extremely grateful for the hard work and dedication which you put in to get the job done within the prescribed timeframe. We couldn't have done it without you, so on behalf of the Board of Directors, thank you from the depths of our hearts.”

 

Board Chairperson $618 thousand Low-Income/MDI Credit Union:

“I want to thank you for the wonderful time working together! Strategy is such a vital key to campaigns and movements within them. So often it is easier to get excited about the engagement with our philosophies and communities than it is to be excited about strategy. You are brilliant about fusing the excitement throughout and making sure we see the connection between strategy, purpose, gains, and impact.” Again, my deep gratitude to you.

 

Board Chairperson $2.8 million Low-Income/MDI Credit Union:

“I want to take this opportunity to personally thank you on behalf of our entire Credit Union Team for all your support and assistance in developing this Strategic Plan. You’ve certainly provided us with a lot of leadership and expertise in identifying our opportunities, and more importantly, you’ve helped us develop a comprehensive roadmap that we put into good use at once! Thanks once again, and please take care!”

 

Board Chairperson $144 million Community Credit Union:

“We thank you for time and appreciate all the information you gave us; we were able to hire an interim CEO.”

 

Board Chairman $1.8 million Low-Income/MDI Multiple Common Bond Credit Union:

“I am greatly appreciative of your information and prerequisites necessary prior to engaging in a Loan Participation Program.”

 

Board Chairman $44 Million Low-Income/MDI Credit Union:

“We commend Walter Merkle for the work and diligence he has shown, being faced with the challenges coming into this credit union and taking us from where we were, to where we are today… a vibrant and viable credit union.”

 

Chief Credit Officer $1.4 Billion Community Credit Union:

“I want to thank you again for your help here. I think you were the right person at the right time and helped us make some important changes. We are building on that, and I am looking forward to the future! I think turnarounds might be your calling!”

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Former President/CEO, $135 Million Low-Income/MDI Community Credit Union:

“Looking on loans, Walter and the lending team did an amazing job, there was only one finding. With everything we’ve gone through being able to get that all together, Walter did an amazing job!”

 

Central Underwriter Former $135 million Low-Income/MDI Community Credit Union:

“Walter’s vast knowledge and experience made him vital to the organization. He put his skillset to work in order to grow the loan portfolio and lenders confidence in lending. He has the skills and experience to lead any organization or business to success.”

 

Consultant Former $135 million Low-Income/MDI Community Credit Union:

“Walter is extremely good at coaching and bringing out the best of lending staff. He is very knowledgeable in the lending field, and I would highly recommend Walter.”

 

Former Board Chairwoman $31 Million Low-Income/MDI Credit Union:

“Thank you for your assistance and service throughout the past 5 months, you made the difference! Your hard work and dedication have been and will remain valuable to our credit union. You stepped into an ocean of turmoil and brought us safely to shore with your stellar performance moving the credit union forward and to a place of remaining viable.”

 

Marketing Manager former $79 million Multiple Common Bond Credit Union:

“Walter is proactive, results oriented and responsible with sound knowledge of the credit union industry. He has exceptional analytical skills and is a great asset to a credit union.”

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