Services

I have known and worked with Kellie for over 20 years. She has been one of the most reliable, trustworthy and honest individuals I have worked with in the field. Kellie always looked for the best win win solutions for the mutual and long term benefit.

I have had the pleasure of knowing and working with Kellie for the past 6 years. Kellie is knowledgable and passionate about her work. I could always count on Kellie to provide me with accurate data and she has been a helpful, consultative source on insurance products, and any credit union related topic I would discuss with her. She is intelligent, caring, and truly an asset to have on your team. Not only am I happy to call her a colleague, but proud to call her a friend as well.

I’ve worked with Kellie for over 10 years and she’s always been great to work with. Whenever there was something new we were looking into or some issue we were having, I always reached out to Kellie first because she either had a solution or knew of one. She’s kind, helpful, extremely knowledgeable, and always always finds an answer.

I have worked with Kellie for thirteen years and her partnership has been invaluable to my business at Partners FCU and at Sharonview FCU. Her ability to help us improve our product positioning with our members on existing insurance related products as well as continually looking for new and unique products that would be “value adds” for our members is what sets her apart. Her understanding of the financial services industry and how important non-interest income is to our income statement make for a powerful combination that have had a very positive outcome for our credit union and our members. I would highly recommend Kellie to anyone looking to take your insurance services program to the next level.

I worked with Kellie as a client and on many industry related events. Kellie’s leadership was evidenced by her strong relationships and ability to makes things happen / get things done. As a provider, Kellie always impressed me with her total professionalism and responsiveness. She was a true partner with our credit union and me as a leader. I can always rely on Kellie and I look forward to working with her again.

I have had the privilege of working with Kellie Lowder on several projects for many years while she was at SWBC.   What made working with Kellie so pleasant and productive was her ability to listen carefully and put herself in our position.  Once in that position, she was able to solve problems with creative solutions based on her extensive knowledge and experience.  We at times used each other as sounding boards for new ideas on product and process.  She is so talented at understanding multiple viewpoints, anyone working with her can be totally at ease because she “gets it”.  I hope I have the opportunity to work with her on future projects in her current venture.

I’ve had the pleasure of working with Kellie over the past 15+ years.  The quality of work and level of service she provided to Heritage Family Credit Union is second to none.  With credit unions being a service-based industry, Kellie understands the individual needs of her clients and will custom tailor her approach to obtain the best possible results.

I’ve worked with Kellie in her capacity as Senior Vice President of Sales with SWBC for 10 years from 2008–2018. In that time I valued Kellie as a trusted partner who always provided strategic solutions. She always made herself available, was very easy to work with, great with people and extremely knowledgeable. I strongly recommend Kellie and hope to work with her again in the near future.