Venue
Online

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Event Date Wed Mar 30 UTC (over 2 years ago)
In your timezone (EST): Tue Mar 29 8:00pm - Tue Mar 29 8:00pm
Location Online
Region All
Details

This event 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

Speakers

2022 Speaker

Bill Nagle
Senior Vice President, Professional Development, CCUA