Events

This two-day Lending School is designed to provide specialized training for credit union lending professionals.

Day 1 - Lending Workshop for Front-Line Lenders

Audience: Loan Officers, Member Service Representatives, Lending Managers

Course Title: Specialized Consumer Loan Origination and Underwriting Training

Description: This intensive training session is tailored for loan officers, MSRs, and all front-line lending professionals seeking to enhance their lending expertise. We will cover essential practices, strategies, and techniques for successful lending in today's market.

Topics Covered:

• • • What must happen during every loan interview
    • Consultative sales
    • Best practices in secured and unsecured lending
    • Educating members on FICO scores and credit improvement
    • Identifying bankruptcy indicators and response strategies
    • Responsible underwriting of high-risk loans
    • Thinking beyond traditional lending "boxes"
    • Appropriate collateral
    • Underwriting pitfalls to avoid
    • Understanding real risk factors
    • Selling value in a competitive landscape
    • Increasing sales of ancillary products

Day 2 - Lending Workshop for Executive Leaders

Audience: CEOs, CLOs, VPs of Lending, Lending Management

Course Title: Strategic Approaches to Competitive Lending in Credit Unions

Description: With increased competition from digital-native lenders, credit unions face new challenges. This all-day workshop provides you and your leadership team with tactics and strategies used by top-performing credit unions nationwide.

Through a mix of educational content and actionable steps, this session is designed to boost your lending results and equip your team to better serve members.

Key Topics:

• • • Competitive analysis of the lending landscape and disruptive competitors
    • Loan product design and rate structuring
    • Improving productivity and operational efficiency
    • Enhancing loan delivery channels
    • Loan department organizational strategies
    • Loan policy updates and effective revisions
    • Centralized vs. decentralized lending models
    • Managing indirect lending channels
    • Successful collections practices
    • Developing a strong sales culture within lending
    • Structuring loan departments for optimal success
    • Effective underwriting practices
    • Incentive plans that drive loan production
    • Increasing the Credit Union's ROA
    • Addressing internal lending challenges
    • Avoiding common loan loss pitfalls
    • Direct auto loan portfolio growth strategies

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