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Still Time to Register for Dallas Lending Seminar
Tuesday, October 13, 2015 6:15 AM

The Comprehensive Lending Seminar takes place in Dallas Oct. 20-21. This program is designed to train beginners as well as more advanced loan officers. It will cover a broad spectrum of information on consumer lending in two days. Participants will learn about the philosophy of consumer lending and making a solid loan decision that benefits the member and the credit union.

Seminar details:

Dallas, October 20-21
Cornerstone Credit Union League
Farmers Branch, Texas

Those starting out will benefit most by attending both sessions. For those with a greater degree of experience, the second day will cover more advanced topics.

Day One: “Stepping Into Consumer Lending”

  • The role of regulations and compliance on consumer lending
  • The terminology of consumer lending
  • The two lending equations to making a solid loan decision
  • Learning the two most important financial reports
  • The application process and the various application types
  • The various documents associated with the credit investigation
  • The four types of collateral and how they relate to loan amount
  •  Understanding the different types of consumer loan products
  •  Understanding credit scores

Day Two:  “Going Up”

  • The role one’s values play in lending
  •  how to effectively communicate with members during the loan interview
  • Ethics and the role it plays in lending
  • Risk based lending and how loan products are priced
  • A new market for consumer loans
  • Techniques to build member relationships using a consumer loan application
  • Information on credit reports and how to read them
  • The red flags and challenges associated with lending
  • Make decisions on sample credit applications

More information and registration

Contact Cristina Lau at 800-442-5762, ext. 6639, 469-385-6639, or