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LSCU: Virtual Lending School
March 7, 2023 - March 8, 2023
Agenda
Session 1 – March 7th 9:00 a.m. – 1:00 p.m. EST
Specialized Underwriter Training 4 Hours
Selling in a credit union environment requires a specialized skill set and approach. Loans are the ‘life blood’ of the organization and the organization needs to be setup to deliver them in the most effective manner.
There are 3 stages to every loan application, the sales effort, underwriting and processing. This training proposal focuses on evaluating risk (underwriting).
This 3.5-hour remote course is designed to cover the underwriting portion of the loan interview. The course is delivered through Zoom®. The course is high impact, interactive and informative. The training is designed for remote feedback from lenders and as much interaction that can be managed through a webinar environment.
This course is uniquely crafted to maximize the time spent in an e-learning environment. The material is managed in 45-50-minute educational sprints with 10-minute breaks in between the sessions.
Topics
Based on conversations with CLOs and VPs of Lending, the underwriting training is primarily focused on dealing with hot topics in Consumer Lending.
Session 2 – March 8th 9:00 a.m. – 1:00 p.m. EST
Specialized Consumer Loan Sales Training 4 Hours
This 3.5-hour remote course is designed to cover the interview/sales portion of the loan interview. The course is delivered through Zoom® The course is high impact, interactive and informative. The training is designed for remote feedback from lenders and as much interaction that can be managed through a webinar environment.
This course is uniquely crafted to maximize the time spent in an e-learning environment. The material is managed in 45-50-minute educational sprints with 10-minute breaks in between the sessions.
Topics
Based on conversations with top lenders in the country, the sales training request is primarily focused on building a performing loan and maximizing cross-sales and ancillary sales. This is a list of proposed topics and can be customized for your credit union.