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How to Make Loan Sales Part of Your Growth Strategy

On-Demand Recording

Most banks still treat loan sales as one-off events. A deal moves under pressure, often with the same counterparties. It works, but it’s slow and can leave better pricing on the table.

A direct bank-to-bank marketplace changes that. With more counterparties to connect with, banks can move loans faster, secure stronger pricing, and make loan sales a repeatable way to create capacity, balance portfolios, and invest in growth.

All Jack Henry participants will also receive three months of Capstack Analytics free.

Join Jack Henry and Capstack for this session to learn:

  • What’s driving today’s loan sale and participation activity

  • Real examples of banks selling to free up capital or buying to put deposits to work

  • How benchmarks and counterparty reviews are helping banks make faster, better-informed decisions

  • How institutions are making loan sales and participations a proactive part of their growth strategy

Even if you can’t attend live, sign up and we’ll share the full recording.

John Roberts
Head of Markets, Capstack Technologies

John is a 30-year veteran of global fixed income markets. He has held senior leadership roles at JPMorgan, Lehman Brothers, and Barclays, served as a senior officer and board member of SIFMA, and was appointed by the New York Federal Reserve to the Treasury Markets Practices Group. His expertise spans portfolio management, risk, and asset-liability management — bringing community and regional banks the perspective of both Wall Street and Main Street.

Mark Messick
Sr Advisor, Fintech Alliances Corporate Strategy Group, Jack Henry™

Mark came to Jack Henry in 2008 and has 30 years of experience in banking and finance. Although he started his career with Union Planters Bank, he's spent the majority of his time in the financial software industry helping community-based institutions find and leverage the tools they need to compete. As a member of Jack Henry's Corporate Strategy Group, Mark now specializes in finding and facilitating partnerships as part of the Fintech Alliances team. Mark is passionate about innovation in this space and is an advocate for leveraging technology to enhance human interactions, improve efficiencies, and provide experiences that are modern and relevant for today’s digital users, whether they're accountholders or employees. Mark and his wife Alicia have five children and five grandchildren and call Nashville, TN home.