Login for Member Pricing. This is Session One of a Four Part Lending Series. Today's Retail Lending Environment Loan Purpose and Types of Lending Types of Retail and Consumer Loans Types of Borrowing Entities and Parties to a Loan 5 C's of Lending/Credit Analysis Evaluating the Source of Repayment Determining Information Needed to Evaluate a Loan Request Analyzing the Loan Application/Personal Financial Statement Defining the Ability to Repay Evaluating... Details
When: March 14, 2024
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Log in for member pricing. This is part two of a four part retail lending series. Why ALL Retail Lender/Consumer Lenders Should Be Knowledgeable of Personal and Business Tax returns and Cash Flow Analysis Calculating Debt to Income, Debt Service Coverage, and Global Debt Service Coverage Financial Accounting 101: Interpreting Business Financial Statements Personal Tax Returns and Key Schedules Business Tax Returns and Key Schedules What is a K-1 and When to Request... Details
When: April 10, 2024
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Login for member pricing. This is part three of a four-part retail lending series. Overview of Key Lending Legislation and Compliance Regulations: Fair Lending and Fair Credit Regulations BSA and Lending Truth-n-Lending and RESPA Dodd Frank Legislation: TRID, and Mortgage Compliance Flood Compliance Lending Compliance in 2024 and Beyond Retail Loan Policy, Procedures, and Pricing Writing Effective Credit Memos Essentials of Loan Documentation Best Practice Processes: Pre-Closing,... Details
When: May 23, 2024
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Login for member pricing. ¢The Emerging Customer Experience Building Customer and Other Stakeholder Relationships Becoming a Trusted Advisor: Moving from Order Taker to Relationship Builder Providing "WOW!" Service New Business Development, Networking, and Growing Your Portfolio Building Client Loyalty, Deepening Relationships, and Growing the Bank Beyond Loans
When: June 20, 2024
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