Client Result | Farm Credit Illinois
Redesigning Farm Credit Illinois’ roles to boost efficiency
Streamlining loan processes by removing redundancies
Services
Client Result | Farm Credit Illinois
Streamlining loan processes by removing redundancies
Services
We began by examining every step of the lending process and identifying 15 key areas for improvement. Our analysis found overlapping roles and responsibilities that were slowing operations down. Using our industry expertise and organizational design experience, we created a clear plan to streamline everything. By clarifying roles, reassigning more than 250 tasks, and forming a centralized loan operations team, we built a stronger, more efficient system—ready for future technology upgrades.
Using our deep expertise in both agricultural lending and human capital transformation, we worked with Farm Credit Illinois to rethink team structure. We spent the first week mapping all roles and tasks across the loan lifecycle. We then compared employee assessments to a newly developed RACI matrix—identifying redundancies and realigning work. By the sixth week, we had reassigned 252 tasks and created three new job descriptions. By the project’s end, we had designed a more efficient organization—one that empowers employees and accelerates loan processing.
Our work had an immediate impact by simplifying operations and clarifying roles. The new centralized loan operations team allowed business development staff to focus on building relationships. Employees now work more efficiently, improving both member and employee satisfaction. Farm Credit Illinois also gained practical tools—including an RACI matrix—to improve workflows across the organization. Our collaboration set them up to get the most value from their upcoming tech investment.
Farm Credit Illinois recognized they needed to improve its operations before adopting new loan technology. Delays in underwriting and loan processing were slowing service and affecting members. They partnered with West Monroe to simplify workflows and prepare for the technology upgrade. By analyzing their processes and restructuring teams, we reduced inefficiencies, clarified roles, and created a centralized loan operations function. The impact was immediate: 60% fewer redundant tasks, 50% less role confusion, and loan processing sped up by 36%. These improvements benefited both members and employees—paving the way for long-term success with the new system.
reduction in redundant tasks leading to increased employee satisfaction
reduction in RACI-assigned tasks improving organization efficiency
faster loan cycle time helping increase customer satisfaction
