Consumer Lending Basics

Registration: 8:30 a.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:
William Nagle
SVP, Professional Development
Cooperative Credit Union Association, Inc.

SPEAKER BIO

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September 26, 2018 9:00 am - 4:00 pm

VENUE INFO

Cooperative Credit Union Association, Inc.
845 Donald Lynch Boulevard
Marlborough, MA 01752

Registration: 8:30 a.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:
William Nagle
SVP, Professional Development
Cooperative Credit Union Association, Inc.

SPEAKER BIO