Underwriting Consumer Lending Seminar - NEW

Event Date: Thursday, April 17, 2014
Time: 9:30 AM - 4:00 PM
Category: Education
Event Fee: $195.00
Registration Deadline: Thursday, April 10, 2014
Location: League Training Center
5975 Castle Creek Parkway N. Drive
Suite 300
Indianapolis, IN 46250


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Learning The Fundamentals Of Consumer Lending
This program will introduce you to the fundamentals of consumer lending. Topics include:
  • Advancing your skills to be able to effectively work with members
  • The challenges of the loan interview
  • Being able to determine if an application is complete
  • Being able to understand what is absolutely needed on an application
  • Working basic lending mathematics
  • Learning techniques to build member relationships with loan products
  • Learning how to effectively communicate with members during the loan interview
  • Keys to improving and having the confidence in accepting a loan application
  • Learning the decision processes and why the letter “C” is most important
  • Knowing the red flags associated with lending and questions that one must ask
  • Learning the four types of collateral and how they relate to loan amount
John Baptista, Jr. has experience that combines over 35 years in the financial industry, including 30 years in management, and over three decades as a trainer and consultant. His lifetime of customer relations and ‘real world’ experiences, provide a new learning dimension to each of his programs and training seminars. As the youngest branch manager in the history of one of California’s largest financial institutions, John recognized early the importance of customer service. From over 2000 employees, he was ranked in the top 10% for providing the best in customer service.
His training style has been described as “down to earth” and “refreshing and engaging with a practical approach to teaching.” This style allows individuals to learn skills they can readily put to use. A client has commented, “John is an exceptional communicator and facilitator, and is great at keeping the attendees engaged. He not only knows his stuff, but is able to target his message to a variety of levels and personalities simultaneously! Perhaps the informality of his training helps to make it more enjoyable and easier for everyone to stay focused and engaged. He uses great “real world” examples to emphasize key points.”
Educational Investment
The educational investment is $195 per person (Small CU discount applies.)
Registration deadline: April 10, 2014
Schedule (All times shown are local time.)
9 – 9:30 a.m.
9:30 a.m. – Noon
Noon –12:45 p.m.
12:30 – 4 p.m.
​Registration and refreshments
Seminar begins
Group luncheon
Seminar resumes
Who Should Attend
Those credit union staff and/or member service representatives who are interested in consumer lending that have limited experience or would like a refresher in the basics of consumer lending.
Registrations cancelled less than five working days before the session date will be subject to a 50 percent cancellation fee.
If you have a disability requiring special services, contact Kim Settles at (800) 285-5300, ext. 5341, or (317) 594-5341 prior to the session.