Virtual Lending Institute with Brett Christensen (2 - Parts)
July 20 & 27, 2009
12:00–3:00 p.m. Central Time
(1:00–4:00 p.m. EDT, 11:00 a.m. – 2:00 p.m. MDT, 10:00 a.m. – 1:00 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $399 for the live two-session virtual seminar
ABOUT THIS VIRTUAL SEMINAR
Discover how your credit union can deliver the lending services your members want and need — while you bring in more revenue. The Lending Institute offers strategies to help you thrive in today's tough lending environment and make as many good loans as possible. You'll learn how to ask the right questions in the loan interview, tailor your approach to the member's situation, and use sound underwriting guidelines. Topics include:
- The Big Picture in Lending
- Loan Interviewing & Sales Skills
- FICO Credit Scores
- Loan Decision Making
Hurry! Attendance is limited to 15 participants.
NOT SURE WHAT A VIRTUAL SEMINAR IS?
CUNA's virtual seminars are the perfect training solution for a limited travel budget. They feature the speaker live, via video-conferencing, for a more personal presentation. You'll use a webcam to see and be seen, listen to, and interact with industry experts without leaving your credit union.
Unlike traditional webinars CUNA's virtual seminars offer:
- Immediate verbal and non verbal feedback
- The ability to do group and individual exercises
- The ability to have longer and multiple sessions/topics with multiple speakers
- Limited attendance to maximize opportunities to interact
- A more engaging experience than a traditional webinar
This affordable training option is ideal for group educational sessions at your credit union. With one set price per connection, you can have an unlimited number of staff from your credit union participate in the seminar.
All you need is a standard computer, internet connection, and a widely available and inexpensive webcam. While a webcam is preferred, it is not necessary to participate. Please visit www.nefsis.com to ensure your credit union meets all necessary technical requirements before the virtual seminar takes place.
Recommended webcams: Logitech Quickcam Pro 9000, Logitech Quickcam Communicate MP.
A recommended table top microphone that works like a speaker phone is the Phoenix Audio Duet PCS.
TOPICS & OBJECTIVES
July 20, 2009
The Big Picture in Lending
• Understand the economics of today's lending environment
Loan Interviewing & Sales Skills
• Discover the million-dollar secret that all great salespeople know
• Tailor your approach to the member (and the risk) in front of you
• Know the three things that must get done during the loan interview
• Build higher-risk loans that will be approved by an underwriter
• Know how to give higher-risk borrowers a "firm close"
FICO Credit Scores
• Know how FICO credit scores are calculated
• Learn what is not included in the credit score
• Gain strategies to help members improve their scores
• Learn whether the member's FICO score is going up or down
July 27, 2009
Loan Decision Making
• Discover the right approach to underwriting loans
• Understand the guidelines for secured and unsecured lending
• Spot the three predictors of bankruptcy
• Know the difference between real and not-so-real risk factors
• Learn how to view loan-to-value on secured loans
• Understand the correct way to analyze a member's total debt ratio
• Know how to underwrite higher risk loans
WHO SHOULD ATTEND
This Institute is beneficial for all lending staff and managers who wish to gain an understanding of lending practices, products, sales, and service. You'll learn new skills while you share experiences and resources with your peers.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Brett Christensen
With a focus on sales and service, Brett Christensen will help you improve your lending practices from every angle. Prior to forming his own company, CU Lending Advice, Brett was a consultant and trainer for Lending Solutions Consulting, chief sales officer of APPRO Systems, president of Loan Link Lending Center, and VP of lending and sales for Clark County Credit Union.
CANCELLATIONS
The last day for cancellations was July 12, 2009. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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