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Consumer Lending Training Program

This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.
Upcoming
Beginner Friendly
DATE

Thursday, July 9, 2026
Thursday, July 23, 2026

INSTRUCTOR

Tom Carlin

FORMAT

Training Program

$1,850.00 or 10 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Lending
  • Management/Employee Development
  • Risk Management/Legal
  • Branch Manager
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer

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The program consists of ten online self-paced courses and two webinars. The webinars will cover real lending scenarios, and participants will enter virtual breakout rooms for interactive small-group discussions.

Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 30 participants for a high-value learning experience, so register today!

Students will independently work through the first five courses and assessments prior to the first webinar, Consumer Lending Training Program: Part 1. Students will then work through the final five courses and assessments prior to the second webinar, Consumer Lending Training Program: Part 2.

Included Webinars

  • Consumer Lending Training Program - Part 1
  • Consumer Lending Training Program - Part 2

Series Details

Consumer Lending Training Program - Part 1

This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.
  • Consumer Lending Training Program - Part 1
  • Consumer Lending Training Program - Part 2

Consumer Lending Training Program - Part 2

This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.
Consumer Lending Training Program - Part 2

What You'll Learn

  • Consumer Lending Training Program - Part 1
  • Consumer Lending Training Program - Part 2

Who Should Attend

This program is ideal for consumer lending and underwriting staff, branch managers, assistant branch managers, operations staff, and personal/universal bankers.
Tom Carlin

Instructor Bio


An authority on financial and credit risk, Mr. Carlin is a Managing Partner at Eensight. He has worked with major banks, insurance companies and regulatory agencies over the last twenty years, designing and teaching financial topics including: basic, intermediate and advanced credit and financial statement analysis, business lending for branch bankers, accounting for bankers, basic intermediate and advanced cash flow analysis, loan structuring, consumer lending and trade finance. His audiences include business bankers, recent graduates going through the organizations basic credit training program, senior management personnel who need to know the basics of accounting and financial statement analysis, middle market lenders with many years of experience and regulatory agency personnel. Each program he designs and teaches is tailored to the individual customer with the products, procedures and culture of the organization incorporated into the course design. The complexity and intensity of the programs are adjusted to reflect the needs of the participants and the logistical training issues faced by the organization.

He is the author of Financial Statement Analysis published by the American Bankers Association in 1994. He is also the author of Consumer Lending, published by The Center for Financial Training in 2015.

He has designed and taught programs in risk analysis for Citibank, Wells Fargo, American International Group, Capital One, Chase Manhattan Bank, First Tennessee, M & T, Union Bank, and The Bank of China. He has also taught the Credit Risk Analysis Program at the Federal Reserve Bank.

Prior to Eensight, Mr. Carlin was a Regional Director for Omega Performance Corporation. He was also a Vice President with Bankers Trust in New York. He was responsible for marketing credit and trade finance products to corporate clients and correspondent banks worldwide.

Mr. Carlin has a Master of International Management degree from Thunderbird School of Global Management and a Bachelor of Arts degree from Villanova University.


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