About our team and our clients

About our team

Our clients often tell us how professional, prompt and helpful our entire team is... every step of the way. They enthusiastically recount how Linda's style in training, whether in person or online, makes the time fly and the information sink in.
We want you to feel the same way.

Linda Keith consults with our clients, creates the content and presents the programs: online, onsite and open-enrollment. More about Linda

Kimberly Meyer, Marketing and Operations Director, is a business and training expert in her own right and works with our clients behind the scenes to get you what you need. More about Kimberly

About our clients

Our 'sweet spot' is community and regional banks and credit unions. That said, Washington Mutual, Bank of America, Wells Fargo and other 'big bank' managers often send people to our open-enrollment classes. As do mortgage lenders.

Our largest onsite client is a $25 billion bank. Our smallest open-enrollment client has yet to open their doors.

More about training for banks
More about training for credit unions
More about training for mortgage companies

Our client list

Generally, this is where you would find a list of our most impressive clients. What our clients have in common, though, is not about asset size or geographic reach. It is a desire to make good loans and make more of them. Plain and simple.

So look at the first few or browse the list. If you work for a community or regional bank or credit union, you'll find companies just like yours.