ABOUT THIS EVENT
Attend the Consumer Lending School to gain the knowledge to quickly and easily guide your members through the lending process. You'll learn how to comply with regulations, strengthen your member service and make sound lending decisions.
Schedule
Monday, March 26
8:30 – 9:00 a.m. Registration & Morning Refreshments
9:00 – 9:25 a.m. Pre-Test
9:25 – 10:30 a.m. The Role of Credit & Function of Policy
10:30 – 10:45 a.m. Break
10:45 - Noon Practical Communications & Sales Skills for the Lending Professional
Noon – 1:00 p.m. Lunch
1:00 – 2:30 p.m. Practical Communications & Sales Skills for the Lending Professional (continued)
2:45 – 4:00 p.m. Ratio Analysis for the Lending Professional
Tuesday, March 27
8:30 – 9:00 a.m. Morning Refreshments
9:00 – 10:15 a.m. Key Concepts of Collection & Bankruptcy Law for Loan Officers
10:15 – 10:30 a.m. Break
10:30 – Noon Key Concepts of Collection & Bankruptcy (continued)
Noon – 1:00 p.m. Lunch
1pm – 2:30 p.m. Key Laws & Regulations, FCRA & ECOA
2:30 – 2:45 p.m. Break
2:45 – 4:00 p.m. Key Laws & Regulations
Wednesday, March 28
8:30 – 9:00 a.m. Morning Refreshments
9:00 – 10:30 a.m. Key Laws & Regulations: Truth-in-Lending
10:30-10:45 a.m. Break
10:45 – Noon Document Preparation & Processing
Noon – 1:00 p.m. Lunch
1:00 – 2:15 p.m. An Introduction to Basic Financial Counseling2:15 – 2:30 p.m. Break
2:30 – 4:00 p.m. An Introduction to Basic Financial Counseling (continued)
4:00 – 4:30 p.m. Pre-Test Review
5:30 p.m. Group Dinner
Thursday, March 29
8:30 – 9:00 a.m. Morning Refreshments
9:00 – 10:00 a.m. The Basics of Reading Credit Reports
10:15 – 10:30 a.m. Break
10:15 – 12:15 Credit Analysis & Judgment
12:15 – 1:00 p.m. Lunch
1:00 – 1:30 p.m. Study and Review Session
1:30 – 2:15 p.m. Final Test & School Evaluations
2:15 – 2:30 p.m. Recap and Group Photo
2:30 – 3:30 pm Graduation Celebration
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