Venue
CCUA - Delaware
CCUA - Delaware, Bellevue Building Suite 101 262 Chapman Road Newark, DE 19702 USA

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Event Date Wed Mar 25 EDT (almost 2 years ago)
Location CCUA - Delaware
Bellevue Building Suite 101 262 Chapman Road Newark, DE 19702 USA
Region Americas
Details

Consumer Lending Basics will walk participants through the lending process from the interview to the closing. We will discuss the regulations guiding the lending process, the importance of knowing and following your lending policies and procedures, how to obtain and evaluate the clear and accurate data needed, and how to take advantage of cross-sell opportunities.

This presentation will include an overview of:
• History and philosophy of credit union lending
• Glossary of terms
• Loan policy vs. loan procedure
• Understanding the regulations
• The lending process – application, interview, decision, cross-selling opportunities
• Credit analysis

Speakers

2020 Speakers

William Nagle
SVP, Professional Development, Cooperative Credit Union Association, Inc.