Lizeth GeorgeThe League of Southeastern Credit Unions (LSCU) invites you to attend the Virtual Lending School from March 7 – 8, 2023. Based on conversations with top lenders in the country, we will focus on building a performing loan and maximizing cross-sales and ancillary sales. This is a list of proposed topics and can be customized for your credit union.
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 Loan Application
- Reducing Risk through the Loan Interview
- Selling Ancillary Products
- Asking for Cash Down
- Building a Performing Loan
