Register For Our New Online Classes!

Debt Consolidation Workshop | Online | November 3, 2023

Fri Nov 03, 2023 - 10:00am to 4:00pm
Hosted By: 
Lorrie Wohlfeil*

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




$595 per attendee

Classroom Agenda: 

Friday, November 3, 2023

10:00 – 10:30 CST:

  • Introduction

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

1:00-2:30 CST:

  • See What No One Else Sees – A Look at the Credit Report

2:30-3:30 CST:

  • Know the Power of the Codes
  • Value Proposition Sheet – Hints & Tips
  • The Direction of the Score
  • Debt Restructure Take-Aways

3:30-4:00 CST:

  • Rex’s Words of Wisdom
  • Q&A
  • Wrap Up & Adjourn

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All rights reserved.  The contents of this presentation and materials provided are for the sole and exclusive use of the registered attendee.  Each viewing participant must pay for the conference.  No part of this live presentation, or supporting publications may be shared, reproduced, stored in a retrieval system or transmitted in any form or by any means --- electronic, mechanical, recorded, or otherwise – without specific written permission from the copyright holder.  Calendar invites for each session for the sole registered individual and the login may not be shared with others from the same institution.