Credit Union Partner Brief

We prepare bankable CDL earners; you provide secured starter products that rebuild credit.

Who We Serve

Participants are moving from training into stable CDL employment with structured coaching and case management. They need safe, simple, first-step products that can graduate into full membership over 12–24 months.

Partner Products

• Secured checking/savings with automated pay-in from payroll.
• Credit-builder loan aligned to training completion and first year of work.
• Refinance paths for vehicle or tool purchases as payment history builds.
• Optional emergency savings “round-up” feature tied to miles or pay periods.

Risk Controls

• Income verification via program placement and employer confirmation.
• Case-managed participants with regular check-ins and early-warning signals.
• Graduated limits and clear exit criteria if compliance flags are triggered.

What You Receive

• A predictable stream of pre-vetted, coachable members.
• Data on program completion, tenure, and repayment behavior.
• Co-branded community impact story for regulators, board, and members.

Internal note: use this as the primary attachment or leave-behind when talking to credit union executives and community development teams.