All class times are Central Daylight Time.
What happens when your members spend too much money in a short timeframe and their debt load becomes too much to handle?
Are your decision makers equipped with the proper tools to identify & underwrite these loans?
Join Lorrie for this one day informative workshop as she shows your lending team the latest tools she has developed to help you approve a greater number of these loans and help more of your members.
*Instructors are subject to change
$495 per attendee
Thursday, December 15, 2022
10:00 – 10:30 CST:
10:30 – 11:00 CST:
- A look at a peer CUs Financial Performance Report
- 2020 Spending & Saving Trends
11:00 – 12:00 CST:
- Interviewing Skills
- Understanding Score Codes & Combinations
12:00 – 1:00 CST:
- Lunch Break
- See What No One Else Sees – A Look at the Credit Report
- Know the Power of the Codes
- Value Proposition Sheet – Hints & Tips
- The Direction of the Score
- Debt Restructure Take-Aways
- Rex’s Words of Wisdom
- Wrap Up & Adjourn
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