DAY ONE Frontline Staff | Tuesday, October 22 Designed for loan officers, member service representatives and all lending professionals looking to refresh their lending expertise. This session will cover critical essentials of lending and best practices for lending success, including the following topics & more: What must happen in every loan interview How to gain more […]
Featuring the Presentation... Innovation and Leadership at Domino's Pizza: Using Technology to Build Relationships Tim McIntyre, Executive Vice President of Communication, Domino's Pizza Top Industry Experts Including... - Don Arkell - Rayleen Pirnie - Delilah Reynolds - Crystal Jonas Discussion Group Hot Topics and Roundtables
Details forthcoming
This course is designed to remotely train underwriters in a group setting from multiple credit unions. This course is offered to credit unions across the industry and is well attended by credit unions of all asset sizes. There are 3 stages to every loan application, the sales effort, underwriting and processing. This training proposal focuses […]
This course is designed to remotely train loan officers in a group setting from multiple credit unions. This course is offered to credit unions across the industry and is well attended by credit unions of all asset sizes. This 3.5-hour remote course is designed to cover the interview/sales portion of the loan interview. The course […]
Recent workforce statistics estimate that approximately 36% of Americans are employed in the “Gig Economy”. Historically, credit unions have provided lending services to wage earners that are associated with a specific employer group. The roots of credit union membership are tied to traditional employers. The workforce of today looks dramatically different than when your credit […]
Sales Training - $195 per person 8 a.m. - 11:30 a.m. CT / 9 a.m. - 12:30 p.m. ET Topics: What Must Happen on Every Call What a Good Notes Page Looks Like Closing with the Relationship in Mind Appropriate Cross-Sell Methods Building Confidence over the Phone and Online How to Take a Risk Based […]
DAY ONE | OCTOBER 21 Specialized Consumer Loan Sales Training This remote course is designed to cover the interview/sales portion of the loan interview. The high impact session is delivered in an interactive and informative manner through Zoom®. The training is designed for remote feedback and as much interaction that can be managed through a […]
Sales Training - $195 per person 8 a.m. - 11:30 a.m. CT / 9 a.m. - 12:30 p.m. ET Topics: What Must Happen on Every Call What a Good Notes Page Looks Like Closing with the Relationship in Mind Appropriate Cross-Sell Methods Building Confidence over the Phone and Online How to Take a Risk Based […]
In today’s economy, the loan battleground is more competitive than ever. Creating an effective outbound calling strategy can aid credit unions in organically growing their loan portfolios. In this course Jessica Vartanian from CU Lending Advice will remotely train Sales staff and Sales Managers on the art of outbound calling in a group setting across […]