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 4-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.