“Jerry is amazing! I am one of those people who knows very little about how to improve my financial wellness, specifically how to boost my credit score. Not only did Jerry smoothly guide me through the essentials, sans jargon & upselling pressures, but he also presented details & suggestions for a very reasonable & clear game plan for me to follow. Namely, he steered me through the loan promotion that Peak was doing for auto loans. I was approved within that very session, which was painless & surprisingly quick! The steps of crossing the T's & dotting the I's the following day, was the only tedious part: I had to take a confirmation phone call from a corporate person, then stop by a branch to sign other documents, and then complete even further e-documents via email. (Please note, these next-day steps were an unavoidable part of the corporate process, and therefore out of Jerry's hands). I do wish all those addition steps could have been handled all in the original session the first day, for convenience, but otherwise I'm thrilled with the results! I now have a lower APR on my auto loan & a lower monthly payment! Jerry's expertise & guidance had me prepared for all the necessary steps. He even went above & beyond, getting me approved for a boost in my Peak credit card limit, a bonus I'd not expected from my session with him--yet another step to improving my credit score! This shows me that Jerry is someone who is truly looking out for his members' best interests & will go the extra mile for them. I'm excited to request him for any of my future needs through Peak!”
“Jerry is amazing! I am one of those people who knows very little about how to improve my financial wellness, specifically how to boost my credit score. Not only did Jerry smoothly guide me through the essentials, sans jargon & upselling pressures, but he also presented details & suggestions for a very reasonable & clear game plan for me to follow. Namely, he steered me through the loan promotion that Peak was doing for auto loans. I was approved within that very session, which was painless & surprisingly quick! The steps of crossing the T's & dotting the I's the following day, was the only tedious part: I had to take a confirmation phone call from a corporate person, then stop by a branch to sign other documents, and then complete even further e-documents via email. (Please note, these next-day steps were an unavoidable part of the corporate process, and therefore out of Jerry's hands). I do wish all those addition steps could have been handled all in the original session the first day, for convenience, but otherwise I'm thrilled with the results! I now have a lower APR on my auto loan & a lower monthly payment! Jerry's expertise & guidance had me prepared for all the necessary steps. He even went above & beyond, getting me approved for a boost in my Peak credit card limit, a bonus I'd not expected from my session with him--yet another step to improving my credit score! This shows me that Jerry is someone who is truly looking out for his members' best interests & will go the extra mile for them. I'm excited to request him for any of my future needs through Peak!”