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 […]
Now, possibly more so than ever, it is critical that your collections department has the tools and training necessary to navigate the economic uncertainty ahead. For the past 12 years Bob Steensma has been working with CU Lending Advice as a Collections Consultant and Trainer, consulting with credit unions across the country from all asset […]
Don Arkell is a sought after speaker and consultant in the credit union space. Don has been a featured speaker at both national and regional credit union conferences speaking on setting up credit union contact centers. As a consultant, Don has worked with credit unions to achieve higher results through their remote channels. In this […]
When properly managed, a loan participation program can increase asset yields, generate loan growth, and assist with balance sheet management. Whether you are looking to navigate your credit union's first program or working to fine tune your existing processes, this 60-minute informational course hosted by Scott Adkins will offer best practices and key take-aways to […]