Retail Lending Series - VIRTUAL

Date:

May 22, 2025

Location:
Virtual via Zoom
IN

This real-world program will prepare retail lenders to have more informed and effective conversations with credit partners and build stronger, more profitable relationships with customers. This 4-day course meets the needs of retail lenders who serve consumers, small real estate investors, and/or small business clients in a branch environment. It will prepare lenders for success in today’s universal banking environment, where they must have the skills and flexibility to serve a wide variety of loan requests.

The instructor’s facilitation approach encourages participant engagement and, thus, enhances their learning experience. Participants learn to apply underwriting, compliance, and documentation principles through real life case studies, examples, and practice problems. In addition, lenders will learn sales and service strategies that will prepare them to build and deepen customer relationships, grow safe and sound loan portfolios, and positively contribute to bank profitability.

Session I Session II Session III Session IV
March 14, 2024 April 10, 2024 May 23, 2024 June 20, 2024
Brochure