The LSCU will offer two courses of the Virtual Lending School this fall, Oct. 7 and Oct. 20. The courses will be led by Don Arkell, senior consultant of CU Lending Advice. Each session will consist of a sales training course during the first half of the day with a break for lunch, followed by an underwriting course to conclude the second half of the day.
Each course (sales and underwriting) on each day is limited to 30 registrants. The training information from Oct. 7 will be repeated on Oct. 20 to offer two date options.
For the Sales Training Course from 9 a.m. to 12:30 p.m. ET, the cost is $195 per person.
Topics include:
- 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 Loan Application
- Reducing Risk through the Loan Interview
- Selling Ancillary Products
- Asking for Cash Down
- Building a Performing Loan
For the Underwriting Training Course from 1:30 p.m. to 5 p.m. ET, the cost is $195 per person.
Topics include:
- Principles of Successful Loan Decision Making
- Bankruptcy Predictors
- Lending on Old Collateral
- FICO – What We Know From the Score
- Loan Amount Guidelines
- Total and Unsecured Debt Ratio Analysis
- Lending to Young Borrowers
- Lending to Self-Employed Members
- The Proper use of Co-Signers
- Real Risk Factors vs. Not-so-Real Risk Factors
- Underwriting Higher-Risk Loans
- The Underwriting Approaches Needed for Higher-Risk Loans
- Principles of Successful Loan Decision Making
- Debt Consolidation Loans
- RV Lending
Attend Both Courses ($380 per person)
Space is Limited! Register Now!
Oct 7 – http://iplanprime.eventready.com/events/VirtualLendingSchoolOct7
Oct 20 – http://iplanprime.eventready.com/events/VirtualLendingSchoolOct20