Consumer Lending Workshop for Frontline Staff and Managers

Day One:

This full-day workshop is designed for loan officers, member service representatives and all lending professionals looking for a refresher course.

Topics will include:

• Lending’s critical essentials and best practices for lending success
• How to successfully lend to higher-risk members
• How to tailor your approach in the loan interview
• A review of FICO scores, underwriting approaches, risk factors and much more. 

Day Two: 

The workshop will discuss loan department productivity and efficiency, loan product and rate design, loan delivery channels, loan department organization, loan policy provisions, the pros and cons of indirect lending, successful collections and sales culture development.