This real-world program will prepare consumer lenders to have more informed and effective conversations with credit partners and build stronger, more profitable relationships with customers. This four-day course meets the needs of lenders who serve consumers, small real estate investors and/or small business clients in a branch environment. It will prepare lenders for success in today’s universal banking environment, where they must have the skills and flexibility to serve a wide variety of loan requests.
The instructors’ facilitation approach encourages participant engagement and, thus, enhances their learning experience. Participants learn to apply underwriting, compliance and documentation principles through real-life case studies, examples and practice problems. In addition, lenders will learn sales and service strategies that will prepare them to build and deepen customer relationships, grow safe and sound loan portfolios and positively contribute to bank profitability.
Who Should Attend
This school is targeted to lenders who make consumer, small business and small real estate investment loans, aspiring lenders and those in loan support roles. Candidates for this school include consumer lenders, small business lenders, small real estate lenders, branch managers, credit analysts and underwriters who support consumer lenders and loan support team members.
Benefits of Attending
- Gain a solid foundation for a lending career in banking.
- Understand the reasons behind underwriters’ questions or requests for additional information.
- Know key questions to ask the customer and what information to gather before the loan is sent to underwriting, improving turn-around time and client service.
- Build credibility and move from the role of order-taker with your key stakeholders to a trusted advisory role.
- Become aware of common underwriting and compliance pitfalls.
- Learn effective loan portfolio management strategies.
- Gain a big picture understanding of the “why” behind key lending compliance regulations.
Admission Requirements
- actively participate in all activities and exercises
- a laptop with Excel is recommended for Session II (although not required)
For More Information
Contact Cheri Messerli at MBA at 573-636-8151.