Collections Institute - San Antonio, TX - April 2-4, 2019

Tue Apr 02, 2019 - 8:00am to Thu Apr 04, 2019 - 4:00pm
Hosted By: 
Karin Brown-Purtell

In today’s lending environment, it’s imperative for credit unions to implement effective, progressive collection practices. Changing times call for a fresh approach.  The resolution-based methodology taught at the Collections Institute will revolutionize your approach. By building and maintaining lifetime relationships with members, you’ll ensure that even when members can’t pay everyone, they will pay the credit union.  


Karin Brown-Purtell is the premier collection consultant in the credit union industry and has taught her resolution methodologies to thousands of credit union collectors. It’s time to get serious about professional collections training - the investment will deliver ongoing rewards for years to come! 


  • Using analytical skills to evaluate a member’s true financial picture
  • Manage repossessions in a more profitable manner
  • Develop individual recovery techniques based on the unique circumstances of the member
  • Conduct effective member interviews
  • Collaborate with members to find win-win payment solutions
  • Finding effective hiring and compliance practices

CLICK HERE TO REGISTER or contact us at 877-915-7675.

Registration Deadline: 3/12/19


Hotel Valencia Riverwalk
150 East Houston Street
San Antonio, TX 78208
$175 – 3/11/19

Online Reservations: Click Here
Toll Free Reservations Line: 855-596-3387. Be sure to ask for the Collections Institute group.


$1295 per person

Please make checks payable to:
Lending Solutions Consulting, Inc.
2250 Point Boulevard - Suite 325
Elgin, IL 60123

Fees are non-refundable. If you are unable to attend your scheduled class, you may reschedule for a future class based on space availability.

Classroom Agenda: 

*Agenda is subject to change

Daily Breaks: Morning at 10:15am, Afternoon at 2:15pm

Tuesday, April 2, 2019

8 am –  8:30 am                     Registration/Continental Breakfast
8:30 am –  9:00 am              Welcome and Overview
9 am – 12:00 pm                   A Preview of Coming Attractions’
12 pm –  1pm                        Lunch
1pm –  4pm                           Scoring Models, Score Direction, Bankruptcies, Cross-Selling

Wednesday, April 3, 2019

8 am –  8:30 am                     Continental Breakfast
8:30 am – 12 pm                    Staffing, Incentive Program, Organization 
Structure & Design, Follow-up, Collections Manager’s Role

12 pm –  1 pm                         Lunch
1 pm –  4 pm                           C.P.I., Measuring Deficiency 
Balances, Outsourcing

Thursday, April 4, 2019

8 am –  8:30 am                     Continental Breakfast
8:30 am – 12 pm                    Indirect Lending, Early Warning System, New Collection Reports, Loan Contracts
12 pm –  1 p.m.                      Lunch
1 pm –  4 p.m.                        Real Estate Collections, Miscellaneous Topics