Every CDFI deserves a dynamic credit policy, robust technology, and a highly trained staff.

Your loan policy should be like a trusted, road-worn map—not a dusty and dated encyclopedia.

 

Our consulting practice grew out of our work as underwriters. Time and time again, The Olea Group brought on new underwriting clients whose credit policy documents were almost completely disconnected from their work on the ground. We help lenders stop wasting valuable time and resources with inefficient processes and dated policies. 

When you engage with The Olea Group, we start by getting to know your organization. How closely do your real-world practices align with documented procedures? How do they stack up against industry best practices? From there, we make a set of recommendations and chart a course together for accomplishing your organization’s goals.

Your organization should not be left to languish with dial-up tools in a high-speed world.  

 

The Olea Group loves data and technology projects. Whether that means upgrading your lending software or creating a Multiple Linear Regression model to predict loan repayment, we can help.

We love harnessing data for good, and we are experts in predictive analytics. Reach out today to learn how your CDFI can use cutting edge technology to squeeze incredible impact out of scarce resources.

Your lending staff should have the right training and tools to support local entrepreneurs. 

 

Our training sessions bring The Olea Group’s decades of CDFI lending experience directly into your conference room with fresh ideas, time-tested tools, and leading industry insight. These dynamic discussions are tailored to your staff’s strengths and weaknesses as well as your organization’s goals and target market.

The Olea Group has also created an incredible toolbox of lending tools for our clients, including tier pricing and risk assessment models, funding source selection tools, credit memo and underwriting analysis templates, and intake sizing guides. Whether through powerful tools, customized training sessions, or both, The Olea Group excels at building thriving teams to make an impact.

We consider any projects that promote financial inclusion and economic development.

Although The Olea Group’s reputation is grounded in policy, process, and technology work, we have worked on a diverse range of projects. Regardless of the work to be done, you'll enjoy our clear communication style and straightforward approach to project management.