Consulting | Coaching | Confidence Turn Uncertainty into Opportunity
Clarify Direction
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Strengthen Leadership
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Execute with Confidence
Who We Are at Highpoint Advisors
Our Mission
With three decades’ experience in building robust teams and establishing repeatable, consistent processes within banks, credit unions, and mortgage companies, we are dedicated to assisting the financial services sector in enhancing their service to customers, clients, and members. At the same time, we aim to equip team members with the skills necessary for personal growth, advancement, and success.
Highpoint Advisors' engagements encompass:
Interim and Fractional Credit Leadership
Customized Credit Training
Problem Loan Strategy
Business Consulting Services
Fractional & Interim Leadership
- Support during periods of transition or growth
- Guarantee strategic continuity
- Keep strategic projects on track
- Leadership mentoring for key roles and rising talent
- Conduct external evaluation of strengths and areas for improvement
Customized Credit Training
- Customized training that aligns with your unique needs, policies, and procedures
- Foster team engagement while ensuring they gain relevant skills and current knowledge
- Available options include in-person, virtual, or module-based formats
Problem Loan Strategy
- Tackle resolution and prevention
- Reclaim valuable time and energy for growth and strategic priorities
- Enhance communication among participants, leadership, auditors, and examiners
Board & Executive Education
- Ensure that board members grasp the nuances of commercial credit considerations
- Provide an executive-level overview of intricate credit topics
- Share market-based updates and highlight emerging risks
Financial and Operational Clarity
- Assess performance and uncover opportunities
- Translate ideas into executable strategies
- Align ownership and teams around priorities
- Identify gaps in process, profit and accountability.
Leadership & Team Development
- Develop confident & capable leadership at every level
- One on one coaching for owner and leaders
- Improve communication, decision making and team development
Buy / Sell & Transition Advisory
- Valuation and financing insight, deal readiness, negotiation support
- Succession planning, partner transitions, sales
- Objective guidance through ownership changes