Breakout Session #1

John Baptista

Stepping Into Consumer Lending
John Baptista, Impact Training & Consulting, Loveland, Colorado

It is a known fact, members want to deal with trained and knowledgeable employees. Members see you as the expert, one who has knowledge and answers vs. excuses. Like it or not, you are seen as the “expert”. This presentation addresses the challenge of entering the world of lending and, even starting out, how to be the professional members want to deal with. This presentation introduces you to the fundamentals of consumer lending.

Topics to be covered include:

  • The Philosophy Of Consumer Lending And Why It Is Offered
  • The Two Lending Equations To Making A Solid Loan Dec
  • Members Preference Usually Differs From That Of The Credit Union
  • The Application Process And The Various Application Types
  • Be Able To Determine If An Application Is Complete And What Is Needed

So, as you enter the world of consumer lending, don’t miss this opportunity

About John Baptista

John Baptista Jr., knows the financial industry and the business world. He left the world of commercial banking and entered the private business sector. Having the financial background made the transition to being a successful business owner an easy one. As a trainer and consultant, his background links his experiences as a highly sought after speaker. With a strong knowledge of customer relations and real world experiences, he brings a unique learning dimension to each of his programs. John is an award winner in the area of customer service and as the youngest branch manager in the history of one of the largest California Banks, he recognized early the importance of customer service. John takes the material and transforms it to the real world using a variety of teaching techniques and methods.

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