First
Wellesley provided an interactive, dynamic process
of analyzing our structure, procedures, and processes.
They were fantastic in helping us dissect what we
do and how we do it and reconstruct it into a better
organization. Having never gone through this process
before, I did not know what to expect and admittedly
was a little skeptical that they could get everyone’s
cooperation. By the second session, I knew that
we had made the right choice. Jim Jones impressed
me tremendously and I would highly recommend him.
Jana
M. Planka
Sr. Vice President - Lending
Coastway Credit Union
I
am generally a skeptic when it comes to Consultants
and naturally was skeptical about First Wellesley
going into this project. I can’t tell how impressed
I was with the job you did for us. You really were
outstanding and I’d recommend you to anyone!
Mike
Cronin
Correspondent Lending Manager
Boston Federal Savings Bank
First
Wellesley Consulting Group provides me with a comprehensive,
unbiased, big picture view of today's business problems
and offers solutions. They have helped us create,
develop and market new and profitable products.
First Wellesley has also kept us current with new
advances in technologies and their applications.
Thomas
Kuehne
President
Douglas-Michaels Company, L.P.
First
Wellesley has been instrumental in the re-engineering
of the Bank's residential mortgage origination operations.
Using their industry knowledge and facilitation
skills, First Wellesley guided the Bank through
a crucial project which included the selection of
a mortgage loan origination system. I would highly
recommend First Wellesley.
James
Hastings
Director
of Mortgage Banking
Cape Cod Five Cents Savings Bank
First
Wellesley Consulting demonstrated the ability to
quickly diagnose and solve a pressing operational
problem. They were able to immediately plan a course
of action, establish lines of communication within,
and outside of, the bank and get everyone working
together on the timely solution to our problem.
In a situation where speed counted, we saw major
results by the fourth day of working together. I
would highly recommend First Wellesley to companies
looking for positive and fast results.
John
Putney
President and CEO
Warren Bank
Our
experience with First Wellesley Consulting Group
has been a positive one. Jim Jones assisted us through
the selection process for our new front end processing
software for both mortgage and consumer loans. His
experience, attention to detail and ability to assist
in the financial modeling proved to be invaluable
to Cambridgeport Bank, as we moved through these
two complicated decision processes.
Bruce
C. Ocko
Senior Vice President
Director of Retail Lending
bocko@cambridgeport.com
Jim's
extensive knowledge of best practices in the mortgage
origination arena allowed us to progress through
a lengthly, involved process quite painlessly. His
involvement and direction allowed us to stay focused
and on track while still dealing with the day to
day operations of a very busy lending department.
From
the development of RFIs – to site visits –
to contract
negotiations –
Jim was
very much a part of our team and with us every step
of the way.
It
was easy to think of Jim as a co-worker, not a consultant.
He was diligent in his desire to help us find the
best match for our work flow model.
Without
hesitation, I would recommend First Wellesley. Their
contacts in the industry, focus on the project and
finesse with contract negotiations, saved us significant
time and money.
Christine
Morin
Vice President
Mascoma Savings Bank
Your
straightforward approach to gathering and communicating
highly technical information, and concisely formulating
our business and technical system needs, enabled
us to quickly render decisions during this process.
We found your work highly satisfactory and would
certainly recommend your services in the future."
Diane
Oberle
Senior Vice President
Webster Bank
We
have used First Wellesley for our annual planning
sessions and have come away most satisfied with
the process and the results.
First
Wellesley’s approach is thorough in terms
of getting the participants prepared for the planning
sessions by getting everyone’s thoughts through
written responses to key questions prior to the
actual planning session.
Peter
Hamblett
President
Federal Savings Bank
