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Join Us for the ABCs of Consumer Lending Seminar
Thursday, February 23, 2017 6:40 AM

Working in a financial institution, individuals discover quickly how much there is to learn. With constant changes in regulations and technology, credit unions are challenged to just keep up. This program provides a solid foundation for lending staff by focusing on the ABCs of Consumer Lending.

And you know why. Members want to know their credit union has knowledgeable employees on staff that they can rely on to provide solid answers vs. vagaries and excuses. This program sets the foundation for new lending professionals and guides them toward becoming the experts their members can trust.

Topics to be covered include:

  • The challenges of the loan interview
  • Is an application is complete and what is absolutely needed?
  • Understanding lending mathematics
  • Techniques to build member relationships with loan products
  • Using and understanding best practices in the consumer loan process
  • Effectively communicating with members during the loan interview
  • Underwriting consumer loans: the decision processes
  • Structuring loans
  • Why the letter C is most important
  • The red flags associated with lending and questions one must ask
  • The four types of collateral and how they relate to loan amount

This program is geared for employees starting out in consumer lending. Bring a calculator, your organization's blank consumer loan applications, and be prepared for a down to earth exploration on consumer credit. Don’t miss this opportunity to ensure you understand the ABCs of Consumer Lending.

Dallas, June 6
Early Bird Deadline: April 24
Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
Register Now

Oklahoma City, June 7
Early Bird Deadline: April 26
Credit Union House
631 E Hill St.
Oklahoma City, OK 73105
Register Now

Your Presenter:  John Baptista
John BaptistaJohn Baptista knows the financial industry and the business world. He left the world as a commercial banker and entered the private business sector. Having the financial background made the transition to being a successful business owner an easy one. His training style is described as, “down to earth, refreshing, and engaging with a practical approach to education.”

With a strong knowledge of customer relations and real world experiences, Baptista brings a unique learning dimension to each of his programs. He is an alumnus of the University of Southern California and the University of San Diego. He is an award winner in customer service and the youngest branch manager in the history of one of the largest California banks. Learn more about John Baptista.

Need Grant Assistance?
The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation grants manager, at 469-385-6483 for more information.

For more information, please contact Cookie Dorsey at 800-442-5762, ext. 6635, or direct at 469-385-6635, or via email at cdorsey@cornerstoneleague.coop.