Credit Union Lending Training

Total Training Solutions' credit union lending training covers topics ranging from handling loan applications to accounting principles to underwriting to TRID and many more. All of our bank training webinars are led by experts from the financial industry.

10 Key Criteria Loan Officers Should Focus On

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, October 5th, 2017.

This session will discuss 10 key criteria that loan officers need to focus on to ensure that production needs, loan quality and regulatory compliance standards and member expectations and borrowing needs are achieved.

Related Topics: Compliance, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4802/?idAff=19

Advanced Underwriting for Consumer Loans

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, September 14th, 2017.

This webinar will discuss some methods, tools and tips to help experienced loan officers more quickly, efficiently and accurately decision loans.

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4786/?idAff=19

Commercial Loan Checklists

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, August 17th, 2017.

This program will guide bankers through compliance-related laws that apply to commercial loans as well as address compliance issues and best practice suggestions and reminders.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4780/?idAff=19

Basic Underwriting for Consumer Loans

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, August 10th, 2017.

Join a discussion on the concepts and knowledge needed to underwrite and decision loans and other forms of credit.

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4785/?idAff=19

Best-Ever Compliance Checklist for Consumer Loans

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, July 26th, 2017.

This webinar will cover Anne Lolley's compliance checklists, designed to chronologically lead lenders and processors through the various compliance requirements.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4779/?idAff=19

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, July 13th, 2017.

Attend a discussion on the tools and methodologies of advanced collection techniques.

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4784/?idAff=19

Beginning Collection Techniques and Methodologies for Entry Level Collectors

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, June 29th, 2017.

This webinar will discuss the knowledge, skills, tools, and techniques needed for beginning collectors/officers.

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4778/?idAff=19

Webinar Subscription Packages

Presented By:Photo of Carl Pry Carl Pry
This event was recorded on Monday, May 22nd, 2017.

If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!

Related Topics: Compliance, IRAs, Lending, Human Resources, Computer Skills, BSA, Deposit Accounts, Executive/Director, TRID, Sales, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/2520/?idAff=19

Indirect Lending: Improving and Strengthening Controls

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, May 16th, 2017.

This session will discuss the controls needed for today's indirect loan programs.

Related Topics: Compliance, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4760/?idAff=19

Federal Compliance School OnDemand with Live Streaming

Presented By:Photo of Carl Pry Carl Pry
This event was recorded on Monday, May 8th, 2017.

Attend this Federal Compliance School via Live Streaming Video!

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4770/?idAff=19

Streamlining the Real Estate Loan Process

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, April 27th, 2017.

This presentation will discuss concepts, methodologies, and tools for streamlining the real estate lending process.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4759/?idAff=19

Loan Growth Strategies

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Thursday, April 20th, 2017.

This presentation will discuss the ever-challenging topic of loan growth strategies.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4758/?idAff=19

Individual Tax Return Review For Mortgage Decisions, Form 1040 with Basic Schedules

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Wednesday, March 1st, 2017.

This class gives a line by line review of the personal tax returns and the accompanying forms.

Related Topics: Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4733/?idAff=19

Basic Underwriting

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Tuesday, January 31st, 2017.

This class will give an excellent overview of the components an underwriter considers in reviewing a loan.

Related Topics: Risk Management/Legal, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4731/?idAff=19

UDAAP - Understanding Unfair, Deceptive, or Abusive Acts and Practices

Presented By:Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, December 14th, 2016.

This session will cover definitions, CFPB enforcement actions, advertisements, products, services, and actions through a UDAAP lens.

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4720/?idAff=19

Indirect Lending: Improving and Strengthening Controls

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Friday, December 2nd, 2016.

This session will discuss the controls needed for today's indirect loan programs.

Related Topics: Compliance, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4717/?idAff=19

Regulation C & the Home Mortgage Disclosure Act

Presented By:Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, November 9th, 2016.

This session will discuss reporting thresholds, which loans are covered under the rule, and what information credit unions have to collect and report.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4718/?idAff=19

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, November 8th, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →

Related Topics: Compliance, Sales, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4701/?idAff=19

Auditing for TRID Compliance

Presented By:Photo of Kristen Tatlock Kristen Tatlock
This event was recorded on Wednesday, October 19th, 2016.

During this session, we’ll talk about what credit unions should look for as you do a TRID compliance review to evaluate your credit union’s good faith efforts for due diligence.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4715/?idAff=19

10 Key Criteria Loan Officers Should Focus On

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Monday, October 17th, 2016.

This session will discuss 10 key criteria that loan officers need to focus on to ensure that production needs, loan quality and regulatory compliance standards and member expectations and borrowing needs... More →

Related Topics: Compliance, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4712/?idAff=19

Compliance Rules for Lenders

Presented By:Photo of Susan Costonis Susan Costonis
This event was recorded on Thursday, October 6th, 2016.

This session will cover key lending compliance regulations (highlights of the Equal Credit Opportunity Act, HMDA, Flood, RESPA, Truth in Lending, and Fair Credit Reporting). It will also include a Bank Secrecy Act overview outlining "Five Reasons Lenders Should... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4690/?idAff=19

Advanced Underwriting Skills for Consumer Loans

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Monday, September 12th, 2016.

Credit unions need to position themselves for the credit needs of their membership to ensure that their members util... More →

Related Topics: Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4702/?idAff=19

Commercial Loan Checklists

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, September 7th, 2016.

This program will guide bankers through compliance-related laws that apply to commercial loans as well as address complian... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4686/?idAff=19

Best-Ever Compliance Checklist for Consumer Loans

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, August 10th, 2016.

In this webinar, Anne Lolley will once again offer her colorful and easy-to-use checklists to credit unions. The checklists are designed to chronologically lead lenders and processors through the various compliance requirements, and credit unions who use these checklists will virtually eliminate ... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4687/?idAff=19

Credit Reports and Credit Scores

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Monday, April 18th, 2016.

Reports and Scores have become the key factor in the majority of loan decisions. Properly reading the Information and being knowledgeable about how the information is culled and created makes loan decisi... More →

Related Topics: Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4676/?idAff=19

Key Monitoring and Underwriting Criteria for Business Loans

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, April 12th, 2016.

Ensuring that business loans are adequately decisioned at the “front-end” of the business loan process and adequately being monitored after business loans are granted is vital to the success of any business lending program to ensure that loss risks are mitigate... More →

Related Topics: Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4656/?idAff=19

TRID Document Review

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, March 31st, 2016.

The Tila-Respa Integrated Disclosure (TRID),was placed in action this past October. The new disclosures replace 4 key loan disclosures and have many lenders scrambling to understand the guideline changes... More →

Related Topics: Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4675/?idAff=19

Advanced Underwriting Skills for Consumer Loans

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Tuesday, March 8th, 2016.

Credit unions need to position themselves for the credit needs of their membership to ensure that their members util... More →

Related Topics: Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4655/?idAff=19

Advanced Collection Techniques That Reduce Delinquency & Loss

Presented By:Photo of Bruce Hull Bruce Hull
This event was recorded on Wednesday, February 3rd, 2016.

How can we proactively find ways to collect delinquent accounts, retain the loyalty of the borrowers and minimize losses? Join us for a discussion of advanced collection techniques that focus on tools and methodologies which will assist collection personnel to ... More →

Related Topics: Compliance, Sales, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4657/?idAff=19

Understanding CCC Loans for Ag Lenders

Presented By:Photo of Paul Gorman Paul Gorman
This event was recorded on Wednesday, January 13th, 2016.

Now that crop prices are much lower, farmers are again storing more grain and relying on CCC loans to provide temporary funds until they sell grain months later.

Related Topics: Lending, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4665/?idAff=19

Opening Business Accounts - The Big Four

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, December 9th, 2015.

Opening business accounts starts with the big four: Sole Proprietorships, Partnerships, Limited Liability Companies and Corporations. During this program, you will learn how to set-up account cards, account authorizations and document authority for the four types of common business accounts. T... More →

Related Topics: Compliance, Sales, Risk Management/Legal, Lending, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4632/?idAff=19

Lending Compliance 101

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, December 3rd, 2015.

In this unique one-hour webinar, Anne Lolley will provide an easy-to-understand overview of the federal compliance laws. Credit unions will find this is a great training webinar for newer lenders and processors.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4638/?idAff=19

Common Business Entities - What You Need to Know

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Monday, November 9th, 2015.

In this one-hour webinar Anne will address the most common business entities and provide viewers with the information necessary to document both deposit accounts and loan documents.  <... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4644/?idAff=19

Secured Transactions - The Article 9 Rules

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, October 28th, 2015.

When a lender secures a loan with personal property, he or she must comply with the Article 9 rules . . .  or risk losing the collateral to another lender (or a bankruptcy trustee). In this... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4643/?idAff=19

Understanding the Residential Mortgage Application

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Wednesday, October 21st, 2015.

This class will give a clear and in depth look at the key document in the Mortgage Lending process, including a line by line review and full explanation of all sections.

Related Topics: Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4637/?idAff=19

Optimizing Your Loan Review Process

Presented By:Photo of Ancin Cooley Ancin Cooley
This event was recorded on Thursday, October 8th, 2015.

Loan review is a key component to your Credit Union's credit risk management program and should serve as an early warning system. Although, no one can predict exam findings, a strong loan review process enables management to proactively add... More →

Related Topics: Risk Management/Legal, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4646/?idAff=19

Stress Testing 101

Presented By:Photo of Ancin Cooley Ancin Cooley
This event was recorded on Monday, October 5th, 2015.

As regulators place greater emphasis on risk management frameworks and overall corporate governance, proactive credit union leaders should employ stress testing methods to evaluate the impact of key risk factors. These risk factors include: increased credit losses, declines in collateral values, ... More →

Related Topics: Risk Management/Legal, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4645/?idAff=19

Best-Ever Compliance Checklist for Consumer Loans

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, October 1st, 2015.

In this webinar, Anne Lolley will once again offer her colorful and easy-to-use checklists to credit unions.   This latest version includes the integrated disclosure requirements.  The checklists are designed to chronologically lead lenders and processors through the va... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4639/?idAff=19

Flood Insurance Requirements

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Monday, September 28th, 2015.

In this one-hour webinar, Anne Lolley will guide lenders and processors through the mandatory flood insurance requirements.  We'll use the interagency question-and-answer d... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4640/?idAff=19

Appraisals 101: The Sales Comparison Approach

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Tuesday, August 25th, 2015.

This webinar will introduce the basics of this method of valuation, so lending staff can make an intelligent review of the appraisal.

Related Topics: Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4627/?idAff=19

Opening Trust, Estate and Fiduciary Accounts

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Tuesday, August 11th, 2015.

Many accountholders use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilities. You must also understand the trustee(s) authority and duties and your financial institution's ... More →

Related Topics: Risk Management/Legal, Lending, Human Resources, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4629/?idAff=19

Home Equity Lines of Credit

Presented By:Photo of J.T. Turner J.T. Turner
This event was recorded on Thursday, July 30th, 2015.

With the real estate market changing, the ability to offer a full menu of products is more critical than ever. This class will look at Home Equity Lines of Credit, giving an excellent overview of both structure and use.

Related Topics: Sales, Sales, Lending, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4626/?idAff=19

Analyzing Sole Proprietorships and One-Member LLC's

Presented By:Photo of Vin DiCara Vin DiCara
This event was recorded on Tuesday, June 23rd, 2015.

Sole proprietorships and one-member limited liability companies (LLC's) are different in some respects, but very similar in others. Even though one-member LLC's provide some protection through the establishment of a separate legal entity, the operations of these two businesses are often very simi... More →

Related Topics: Risk Management/Legal, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/1751/?idAff=19

Repaying Loans: Cashflow, Collateral, & Personal Guarantees

Presented By:Photo of Vin DiCara Vin DiCara
This event was recorded on Thursday, April 16th, 2015.

This program will explore these three means of getting repaid and identify the challenges that lenders face in each scenario.

Related Topics: Risk Management/Legal, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/1750/?idAff=19

Cashflow Analysis

Presented By:Photo of Vin DiCara Vin DiCara
This event was recorded on Wednesday, March 18th, 2015.

In order to be approved for a loan, businesses need to establish the ability to generate enough cashflow to service both existing and proposed debt. This seminar will examine cashflow from a number of different perspectives.

Related Topics: Risk Management/Legal, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/1749/?idAff=19

2015 Credit Union Compliance Outlook: A Look Into My Crystal Ball

Presented By:Photo of David Reed David Reed
This event was recorded on Wednesday, January 28th, 2015.

If you want to know the latest and greatest IRA changes, this annual update is a "must" attend.

Related Topics: Compliance, Risk Management/Legal, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/1747/?idAff=19

Appraisals and Evaluations - The Federal Guidelines

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Monday, January 12th, 2015.

In this one-hour webinar, Anne Lolley will explain the interagency guidelines on appraisals and evaluations.

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4617/?idAff=19

Understanding the HMDA Requirements

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Wednesday, December 10th, 2014.

Regardless of whether your credit union is very new to HMDA or HMDA-experienced, this straight-forward one-hour webinar will help you understand the HMDA requirements. We'll explain how to identify reportable loans (that's usually the biggest problem), and we'll see how HMDA applies to the... More →

Related Topics: Compliance, Lending, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4574/?idAff=19

Lending 101

Presented By:Photo of Anne Lolley Anne Lolley
This event was recorded on Thursday, August 28th, 2014.

In this webinar, Anne will gather, summarize and explain the various rules and regulations on consumer and commercial lending.

Related Topics: Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/4565/?idAff=19

Preventing Lending Compliance Mistakes For Credit Unions

Presented By:Photo of Susan Costonis Susan Costonis
This event was recorded on Tuesday, July 29th, 2014.

The pace of changes in lending regulations is unprecedented. Do you know which regulations require annual training? Which regulations cause the most frequent problems in passing compliance exams? What should lenders understand about money laundering and suspicious activity in the loan process? C... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/1473/?idAff=19

CFPB's Enforcement of the Equal Credit Opportunity Act

Presented By:Photo of Robert Rutkowski Robert Rutkowski
This event was recorded on Tuesday, April 8th, 2014.

The Consumer Financial Protection Board (CFPB) has made enforcing the Equal Credit Opportunity Act (ECOA) a top priority. This webinar will focus on the elements of an ECOA violation from the CFPB's perspective as well as enforcement via a private right of action. The speaker will also cover h... More →

Related Topics: Risk Management/Legal, Risk Management/Legal, Lending, Risk Management/Legal, Compliance

Promo URL: https://www.CUWebinars.com/Webinar/Details/825/?idAff=19

Opening Business Accounts for Credit Unions

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, April 2nd, 2014.

There are many types of business accounts with many different ways to do business in banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities. In addition to opening accounts in person for businesses, we... More →

Related Topics: Lending, Compliance

Promo URL: https://www.CUWebinars.com/Webinar/Details/403/?idAff=19

Membership, Ownership and Access: Account Cards and Agreements

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, October 30th, 2013.

Sometimes the simplest error or typo can create legal ownership, insurance and access issues for your accountholder. If you do not sign the signature card on a joint account, it is not insured by the NCUSIF. Or if you add notes to the cards or add signers after the fact, many times you can crea... More →

Related Topics: Compliance, Risk Management/Legal, Lending

Promo URL: https://www.CUWebinars.com/Webinar/Details/801/?idAff=19

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Total Training Solutions
Waunakee, Wisconsin 53597
phone: 800.831.0678
fax: 800.831.3776
email: info@ttstrain.com

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