Advertising Loans – Compliance Issues and Common Pitfalls

Kristen Tatlock

Kristen Tatlock is a nationally-known speaker and compliance consultant with over 30 years of experience in the credit union compliance arena. Kristen assists credit unions with issues ranging from advertising rules to bylaws, from Social Media compliance matters to Regulation Z, and just about every regulation and compliance concern in between.

Kristen has earned Compliance and Bank Secrecy Act certifications from the two national credit union trade associations. She regularly presents compliance training programs for CUNA, NAFCU, and many state Leagues around the country. She has also edited and revised numerous compliance training courses and modules for CUNA CPD and has authored several articles for various CUNA publications.

Kristen joined CU Service Network, now Aux, in April 2017 with the company’s acquisition of COMPASS 4 CUs, LLC. She had served as Vice President of that organization since February 2011. Prior to that, she was the Director of Compliance and Regulatory Affairs for the Virginia Credit Union League for over 20 years.

When you advertise the credit union's loan products in any medium, there are very specific requirements regarding how you describe loan terms and conditions. We'll discuss the regulatory requirements for advertising various loan products and discuss some points to consider in developing a compliant marketing program. We'll also look at some common mistakes lenders make when advertising loan products.

Covered Topics

Truth-in-Lending requirements
Fair Lending requirements
UDAAP concerns
Social media considerations

Who Should Attend?

Compliance Officers, Marketing Staff Members, and CEOs will all benefit from this webinar.

Advertising Loans – Compliance Issues and Common Pitfalls

Covered Topics

Who Should Attend?

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