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 […]
The number of credit unions offering business services (loan and deposit products) has grown at feverish pace over the past several years, but there are important factors that every organization must consider before making this significant commitment. For some credit unions, adding business services has been a game changer....for others, it has been a nightmare. […]
Join us for this course featuring guest speaker Craig Bertenshaw from Sentinel Warranty. As a trainer for Sentinel Warranty, Craig assists credit unions across the country in ancillary product sales. In this 3-hour course Craig will discuss the key benefits and techniques utilized when educating members on the benefits of ancillary products for automobiles. This […]
CUNA Consumer & Residential Mortgage Lending Virtual School, April 13-15, offers attendees an up-to-date, comprehensive view of the current credit union industry lending landscape. From anywhere, learn key information about consumer lending, mortgage lending, lending compliance, lending leadership and trending topics. One example: How the pandemic has impacted lending departments and how to lead through […]