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Event Date Sun Sep 11 CDT - Wed Sep 14 CDT (in 8 months)
In your timezone (EST): Sun Sep 11 10:00am - Wed Sep 14 10:00am
Location TBA
Region Americas

Make informed credit decisions by developing your ability to evaluate a consumer loan request. This program covers the application process, financial statement analysis, credit analysis, loan structure, compliance, documentation procedures, and closing. This institute will be held in-person. The location is to be announced.

Topics covered include:
• Consumer banking overview, lending application and underwriting
• Consumer underwriting-tax returns, scoring and credit analysis
• Credit report analysis
• Consumer lending-structure, documentation, pricing, compliance and collections
• Consumer products-direct lending, indirect lending and deposit
• Portfolio management-credit quality issues


2022 Instructors

Bob Page
Community President, CenterState Bank

Mandy Snyder
Assistant Vice President, Online Training and Compliance, Minnesota