Teres Solutions, Inc. was founded in 2002 to help credit unions/Lending CUSO's, banks and finance companies turn their lending programs into highly profitable and efficient lines of business. The company’s executive team has over 60 years of combined experience in the financial industry. By providing software products that automate loan processing steps and increase the productivity of your lending staff, Teres Solutions is enabling credit unions/lending CUSO's, banks and finance companies to quickly expand their lending businesses in a cost-effective and efficient way.
Many of the nation's most successful credit unions and financial institutions rely on Teres Solutions' SAIL (Software Application for Integrated Lending) solutions to grow and manage their lending programs. Teres Solutions has been with them every step of the way, ensuring that the SAIL family of products has the features and capabilities our customers need as they continue to expand their lending business.
The SAIL family enables customers to streamline the loan application process, increase productivity, and greatly enhance loan tracking and reporting capabilities. Our SAIL products interface with core systems and feature an intuitive, web-based interface. This means customers can quickly and easily implement the solution and realize its benefits without disrupting or affecting established technology processes and investments.
To date, hundreds of financial institutions have employed Teres Solutions' technology to help increase their profitability. We are known for listening and acting upon customer needs and requirements. Many have provided direct input into the development and advancement of the SAIL products, enabling us to offer solutions specifically designed to reduce costs and improve revenues for customers lending programs. In fact, using the SAIL products, customers have reported doubling the number of loans reviewed, approved and funded per month with the same number of staff, while increasing profitability.
(512) 218-4200 x725Tim Kelly, CEO
Tim Kelly has over 20 years experience in financial solutions. Tim most recently served as vice president of business development for Harland Financial Solutions’, UltraData-Enterprise system. During his 10 year tenure with the company, he spearheaded key sales initiatives and contributed significantly to profitability and growth. Harland Financial's marquee technology solution, the UltraData-Enterprise system, is one of the leading credit union core systems in the industry. Tim holds a Bachelor of Business Administration degree from Texas State University (1983). Tim is a student of his customers, profession, and industry.
(512) 218-4200 x726Bruce Callen, President
Bruce has an extensive career in product development. Prior to Teres Bruce was the Director of Managed Services for Trilogy. While at Trilogy Bruce was responsible for managing large enterprise software projects. Bruce ensured successful projects by continuous focus on customer success based on delivering customer based business value. Bruce managed the merger and acquisition of pcOrder.com and then later ran the operations group of pcOrder. Prior to joining Trilogy Bruce ran a successful consulting practice, Integrated Legacy Systems, based in Austin, Texas. ILS focused on connecting company’s legacy code and applications to current technology solutions. Some of ILS clients included Landmark Graphics, Agrilogic, Inc. and Virtual Shopping, Inc. Before starting ILS Bruce was the Vice President of Development and Operations for Travelogix.
(512) 218-4200 x724Dan Chaney, Chief Technology Officer
As founder and CEO of DSC Enterprises in Portland, Oregon in the early 1990s, Mr. Chaney brings invaluable corporate management experience to Teres. Under Mr. Chaney's leadership, DSC Enterprises (a corporate items business) developed a client base that included Intel, Pfizer, Hewlett Packard, and Epson and expanded from its Portland corporate headquarters to several other locations in the state of Oregon. After selling the business in 1998, Mr. Chaney moved to Austin where he became a Senior Project Manager and Senior Consulting Manager at Trilogy Software. Mr. Chaney continued to develop his knowledge of corporate infrastructure through the successful deployment of multiple large-scale Enterprise Resource Planning projects for Fortune 500 companies such as Goodyear, Reynolds & Reynolds, and VWR.
(512) 218-4200 x722Steve Maloney, Founder
Steve Maloney has over 20 years of experience in the Information Technology field, with 18 of those years spent addressing issues specific to the financial services industry. For the past 12 years, Mr. Maloney has served as head of the Information Technology group at Velocity Credit Union (formerly Austin Metropolitan Financial Credit Union). During his tenure at the Credit Union, Mr. Maloney's philosophy of building strategic partnerships with other companies and credit unions in order to maximize potential growth opportunities assisted with the growth of the Credit Union from a $72 million to over $300 million institution. The programs he implemented included internet banking and bill payment, voice response, ATM systems, debit cards, E-statements, and e-mail account alerts. In addition, by working closely with MasterCard and Pulse, Mr. Maloney established the first Debit Card Rewards program in the nation.
(512) 218-4200 x782Jack Jordan, VP Product Management
Jack Jordan has over 26 years experience working in the financial services industry. He most recently served as chief operating officer for Velocity Credit Union, where he held a variety of roles over the past two decades, including loan officer, marketing director, vice president of Administration, vice president of Lending, and senior vice president. Mr. Jordan also served as president of AMFCU Services, Inc., a wholly owned CUSO of Velocity Credit Union, and as a member of the Board of Managers of CU Business Solutions, LLC, a seven member CUSO providing member business lending services. He also spent two years with Billing Concepts Corp. of San Antonio, where he was chief operating officer of FiData, Inc., then a Billing Concepts subsidiary.
(512) 218-4200 x1Kyle Kehoe, VP Sales
Mr. Kehoe has over 15 years experience in the financial services software business and the consumer lending market. He most recently served as regional sales manager for Yodlee, Inc., where he lead online banking sales efforts to top 50 financial institutions for products such as Account Opening, Funds Transfer and Personal Financial Management software. Previously, Mr. Kehoe led loan origination software sales in the mid-Atlantic region for Equifax Enabling Technologies – a company he joined when it was acquired by APPRO Systems in 2005. While at APPRO, Mr. Kehoe was the top producing regional sales manager. His industry expertise in direct, indirect, business, and internet-based loan origination solutions played a critical role in helping spur APPRO’s growth from 2000-2005. Previously, Mr. Kehoe held management roles in consumer and mortgage lending.
(512) 218-4200 x760Kati Mendelson, VP Client Services
As Vice President of Client Services, Kati Mendelson oversees the organization responsible for client implementations, support, training and professional services. With 15 years of project management and consumer and corporate customer service experience, she is an expert in customer relationship and account management, project management, support, training and strategic program development. Kati began her career with Teres Solutions managing implementation and training for new SAIL Indirect customers. Her role has expanded to include creating new product lines that will further enhance customer competence and help deliver greater efficiency in lending practices. Before joining Teres Solutions, Kati worked for several technology companies where she managed premier accounts and ensured customer satisfaction in all endeavors. She holds a bachelor's degree in psychology from the University of Texas, and is the proud mother of Kaetlyn and CJ.
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