Consumer Lending Bootcamp

This comprehensive workshop is designed for credit union professionals looking to deepen their understanding of consumer lending. It covers the fundamentals of the lending process, effective marketing strategies for consumer loans, decision-making criteria, and practical application through case studies.


Dates & Times

Session One

June 11, 2024
9 a.m. - 12 p.m. CT

Session Two

June 13, 2024
9 a.m. - 12 p.m. CT

Session Descriptions

Session One

Basics of Consumer Lending

  • Introduction to consumer lending in credit unions.
  • Overview of various types of consumer loans.
  • Understanding the role and impact of consumer lending in a credit union's portfolio.

Marketing Consumer Loans in a ChatGPT World

  • Strategies for effectively marketing consumer loans.
  • Understanding member needs and tailoring loan products.
  • Digital marketing tactics and reaching potential borrowers.
  • ChatGPT Marketing Techniques

The Five C’s of Credit in Decision Making

  • Deep dive into the five C's of credit: Character, Capacity, Capital, Collateral, and Conditions.
  • How these principles guide lending decisions in credit unions.
  • Case studies illustrating the application of the five C’s.

Session Two

Loan Structure, Support, and Documentation

  • Exploring the structure of consumer loans in credit unions.
  • Necessary support and documentation for loans, focusing on auto loans, RV loans, and HELOCs.
  • Compliance and regulatory considerations in consumer lending.

Applying Knowledge through Case Studies

  • Interactive case studies for hands-on learning.
  • Participants will analyze and discuss real-life scenarios in consumer lending within credit unions.
  • Group exercises to apply concepts learned in previous sessions.

Learning Outcomes

  • Participants will learn about different consumer loan products and their significance in a credit union's services.
  • Learn the basics of consumer loan structure, documentation, and compliance in the context of credit unions.
  • Gain insights on how to market consumer loans to maximize reach and effectiveness within a credit union's member base.
  • Understand how credit unions make lending decisions based on these key criteria.

Who Should Attend?

HR staff, Training staff, C-Suite, Branch Managers, Customer Service Representatives and CU Loan Officers

Presenter - Ancin Cooley

Ancin CooleyAncin Cooley, CIA CISA, is the founder and principal of Synergy Credit Union Consulting, Inc., which helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. As principal, Ancin manages a growing portfolio of clients throughout the United States and the Caribbean. He brings more than 20 years of experience to the financial services industry. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts training for the credit union industry. In addition, he is a well-sought-after expert contributor to a host of financial publications, including Forbes Magazine. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.

Educational Investment

Fee Per Person

League Member Rate: $800

A limited number of registrations available. Register early to secure your virtual seat. Your investment includes two 3-hour sessions accompanied by a workshop booklet, The Five C's of Credit Reference Guide, and marketing strategy templates.

Cancellation Policy

All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to Cancellations received more than 30 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 30 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to

Cornerstone League reserves the right to cancel or reschedule the event due to unforeseen circumstances. If the conference is rescheduled to another date or modified (virtual or hybrid), your registration will automatically transfer. If the event is rescheduled or location is changed, and you are unable to attend, your fees will be refunded.

Grant Assistance

The Cornerstone 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.


Call 800-442-5762 ext. 6630 or email us.