This fast paced two-day course delivers a comprehensive look at credit union business lending. Learn the keys to success from experienced commercial banking and credit union experts!
Using in-depth case studies and hands on learning, you’ll gain skills and knowledge that can be quickly and easily applied at your credit union.
What you'll learn
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MBL and commercial lending rules, best practices, and NCUA and State regulations
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Quickly and accurately screening and evaluating loan requests
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Strategies for analyzing business financial data, including an overview of business tax returns and financial statements
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Evaluating and accurately measuring business cash flow and repayment ability
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Properly structuring and pricing business loans
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Tips on analyzing personal financial data and evaluating guarantors
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Creating high quality credit presentations or approval memos
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Loan risk rating systems and how they can be used in approving loans and managing a portfolio
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Collateral valuation and analysis for both real estate and C&I loans
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Developing a loan proposal, using loan covenants, and turning approved loans into closed loans
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Loan closing procedures, commercial loan documentation, liens and legal issues
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Properly monitoring and servicing business loans including annual risk reviews and collections
Bootcamp Details
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Salt Lake City, Utah
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June 12-13, 2024
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9:00 a.m. - 3:00 p.m. each day
Registration Fees
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$799.00 | Member - Individual
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$999.00 | Specialty/Non-Member - Individual
Registration can be found here.