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University of Lending - September 13-15 - Online & In-Person

Tue Sep 13, 2022 - 9:30am to Thu Sep 15, 2022 - 4:00pm
Hosted By: 
Jack Kelly

REGISTER HERE!

All class times are Central Daylight Time. 

The University of Lending is the most comprehensive training program for credit unions today. We encourage lenders to serve the underserved with an unmistakable passion for seeing opportunity.

Format: This will be a hybrid class with both online and in-person participants. See below for location and hotel details.

Course Objectives:
Designed for loan managers, member service representatives, loan officers, and more, it is our mission for credit unions to achieve dramatic improvements in their loan yields, ROAs, and member service practices.

By the end of the course, participants will be able to:
• Use Scoring models & score enhancement to drive up loans
• Improve decision making processes
• Turn an interview into a sales opportunity
• Implement the High Yield Lending Strategy

Location: 

TBD

 

Tuition: 

Online: $995 per person
In-Person: $1,295 per person

 

 

Classroom Agenda: 

Day 1
9:30 – 12:00 CDT: Understanding Credit Unions
• State of the CU Industry / COVID 19 strategies
• LSCI Lending Philosophy
• The importance of Lending to Credit Unions
• A look at your financial snapshot
• Traits of the most successful credit unions

Noon - 1:30 CDT: Lunch

1:30 - 4:00 CDT:  Understanding the FICO Scoring Model
• The five components of the score
• Understanding FICO score codes
• Determining the direction of the FICO score
• Coaching members on how to improve their scores. 

Day 2
9:30 – 12:00 CDT:  Member Engagement: Building Interviewing Skills
• Loan interviewing skills
• Loan Notes
• Effective techniques for closing the loan

Noon - 1:30 CDT: Lunch

1:30 - 4:00 CDT:  Decision Making with HYLS
• Decision making
• High Yield Lending Strategy
• Key Ratios
• Understanding Inflated Income

Day 3
9:30 – 12:00 CST:  Cross Selling Strategies
• Identifying cross sell opportunities
• Building Lifetime Relations

Noon - 1:30 CDT: Lunch

1:30 - 4:00 CDT: Understanding Bankruptcy / Wrapping It
• A look at bankruptcy
• Wrap up

 

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