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BRINGING INNOVATIVE FINANCIAL SOLUTIONS TO CREDIT UNIONS

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Credit unions face mounting challenges to provide the right experience for their members while addressing the demands of external threats, infrastructure changes, and operational efficiency.

 

Ross & Yerger’s team of experienced professionals understands these needs. That's why we partner with credit union management teams, supervisory committees, and boards to bring timely, relevant, and practical solutions to take your credit union to the next level.

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COMPREHENSIVE RESOURCES FOR CREDIT UNIONS

Our team understands credit unions’ dedication to supporting their members’ financial journey. We also recognize that this dedication affects credit unions’ decisions in their systems, processes, and strategies.

With numerous industry partners, Ross & Yerger’s solutions represent the most extensive collection of credit union products and services available, allowing us to be a one-stop advisor for all your needs. 

We devote the time to understand the issues your credit union faces and support product implementation with the proper training and support.

Our clients trust us to help shape their future today, to achieve tomorrow’s desired outcomes.

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SOLUTIONS & SERVICES FOR CREDIT UNIONS

  • Lending

  • Core Deposits

  • Fee Income

  • Collateral Protection

  • Credit Life, Disability, & Debt Protection Programs

  • GAP & Mechanical Breakdown Protection Programs

  • Portfolio Blanket Insurance (Rolling Stock)

  • Loan Default Programs

  • Checking Account Programs

  • Non-Interest Income Strategies

  • Customer Acquisition Strategies

  • Employee & Executive Benefits

Eason Leake

Chairman Emeritus

601-944-0979

Jackson Office

Gusta Stanford

FI Team Leader / Client Executive

601-360-8772

Jackson Office

Kaylie Reeves

Producer

601-944-0981

Jackson Office

Paul Mize

SVP / Shareholder

662-840-5423

Tupelo Office

Travis Clayton

VP / Shareholder

601-944-0967

Jackson Office

MEET OUR TEAM

Learn how LPI minimizes risk for financial institutions and offers vital protection for consumers.

 

With expert insights, this paper demonstrates the significance of LPI in the ever-evolving financial landscape.

 

Empower your risk management strategy with the knowledge you need to harness the full potential of Lender-Placed Insurance.

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What our clients say:

"This (class) was just what we needed to tie a few things together and put us on the right path. I am so thankful that Jordan introduced us to Ross and Yerger a few years ago. Working with you guys has been one of our best decisions."

What our clients say:

“This class was super informative. We appreciate your kindness and thank you for dealing with us!“

What our clients say:

“I gotta brag on her.  Alexis has really been on the ball with my insurance with my house change.  You hire good people!!”

What our clients say:

"I want to thank you for your friendly and dependable service throughout every season, especially during this crazy time. I always appreciate how you go the extra mile for all of us who depend on you. I couldn't be more grateful."

What our clients say:

"Ladies, I can’t thank you enough for all you do to help me and all our employees. You all are HR Angels on my shoulders."

What our clients say:

"We have the very best support from our R&Y team. The whole team is awesome. I honestly can’t think of anything that I need assistance with that our current R&Y team doesn’t already support."

What our clients say:

“As a specialty contractor, we spend every day surrounded by risks, compliance issues, and never-ending regulations. When you’re faced with these challenges, you’ve got to have a resource group looking after your best interests. That’s exactly what we’ve found with Ross & Yerger.”

What our clients say:

“The employees at Ross & Yerger are incredible to work with.  My team is responsive, helpful, and friendly.  They are extremely knowledgeable and experienced in their respective fields.  Working with Ross & Yerger has been a great experience for me, and I appreciate that they are always willing to help me.”

What our clients say:

“Ross & Yerger has worked extremely hard to provide us with construction-specific solutions and to keep us in competitive insurance markets that provide the coverages we need."

What our clients say:

"One thing is certain about Ross & Yerger: they are accommodative and flexible. When I've reached out to their team, they quickly responded with unique solutions and resources that saved us 40+ hours of work. Because of Ross & Yerger, I feel confident I can take care of my people."
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