Professional Development through partnership with CUNA

Increasing Loans to Your Members-Interviewing & Underwriting Skills Training for Credit Union Loan Officers with Brett Christensen

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September 12, 2013
Irmo, SC

Also available September 11, 2013
September 13, 2013


ABOUT THIS EVENT

In this hyper-competitive lending environment, success will ultimately be determined by the skill and confidence of your lending staff. In this all-day session, Brett will educate and motivate your lenders to a higher level of performance. Topics to be covered include:

  • How to lend safely in all credit tiers
  • Improving loan interviewing & sales skills
    • Tailoring your approach to the risk
    • Learning to steal loans from the competition
    • Questions that increase sales & improve underwriting
    • Building performing higher-risk loans
    • Ancillary product sales
    • The firm close
    • Communicating denials
  • A review of FICO credit scores (including changes to the score)
  • The principles of aggressive, but smart underwriting
    • Approaches needed to maximize approvals
    • Loan amount guidelines
    • Debt ratio analysis
    • Bankruptcy predictors
    • Loan-to-value analysis
    • Old collateral
    • Young borrowers
    • Real risk factors vs. non-so-real risk factors

Schedule:
8:30 – 9:00 a.m. Registration
9:00 a.m. – 4:30 p.m. Sessions
Noon – 1:00 p.m. Lunch


LOCATION
Increasing Loans to Your Members-Interviewing & Underwriting Skills Training for Credit Union Loan Officers with Brett Christensen: September 12, 2013

THE BATEMAN CENTER - SOUTH CAROLINA CREDIT UNION LEAGUE
7440 Broad River Road
Irmo, SC 29063
Phone: (803) 781-5400
Fax: (803) 732-4268
Click here for driving directions.
Room rates: $85/night*

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference "CUNA" or "Credit Union National Association."

 
LODGING DETAIL

Hyatt Place Columbia/Harbison
1130 Kinley Rd
Irmo, SC 29063
803-407-1560



For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

TUITION

Registration is $239 per attendee or $209 each for multiple attendees from the same credit union. To receive the multiple attendee discount, all registrations must be processed in the same order. Send 5 or more attendees for $149/attendee - $90 discount

Small CU Discount:
CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the "Complete Checkout" page. Only one discount applies.

Affiliation with CUNA/League is required for attendance.

INSTRUCTORS


CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
 

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 



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