Consumer Lending Basics - September 25, 2019

Registration: 8:45a.m.
Program and Lunch: 9:00 a.m. - 4:00 p.m.
Fee: $159.00

Consumer Lending Basics will walk participants through the lending process from the interview to the closing. We will discuss the regulations guiding the lending process, the importance of knowing and following your lending policies and procedures, how to obtain and evaluate the clear and accurate data needed, and how to take advantage of cross-sell opportunities.
 
This presentation will include an overview of:

History and philosophy of credit union lending
Glossary of terms
Loan policy vs. loan procedure
Understanding the regulations
The lending process – application, interview, decision, cross-selling opportunities
Credit analysis         
 

SPEAKER: Scot Vackar, Vice President, Sales
Lending Solutions Consulting, Inc. 

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September 25, 2019 9:00 am - 4:00 pm

VENUE INFO

CCUA Headquarters
845 Donald Lynch Boulevard
Marlborough, MA  01752

Registration: 8:45a.m.
Program and Lunch: 9:00 a.m. - 4:00 p.m.
Fee: $159.00

Consumer Lending Basics will walk participants through the lending process from the interview to the closing. We will discuss the regulations guiding the lending process, the importance of knowing and following your lending policies and procedures, how to obtain and evaluate the clear and accurate data needed, and how to take advantage of cross-sell opportunities.
 
This presentation will include an overview of:

History and philosophy of credit union lending
Glossary of terms
Loan policy vs. loan procedure
Understanding the regulations
The lending process – application, interview, decision, cross-selling opportunities
Credit analysis         
 

SPEAKER: Scot Vackar, Vice President, Sales
Lending Solutions Consulting, Inc.