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Credit Analysis Basics

The webinar will cover the basics of the three (3) main areas of credit union lending- consumer, mortgage, and member business loans (commercial loans). Each of the three areas will be illustrated with real life “case studies.”

OnDemand
Recorded Tuesday,
January 4th, 2022
Presented by David Osburn
1h 30m total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Lending
  • Branch Manager
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Private Banker
  • Senior Management

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Attend this proactive webinar and learn how credit unions make lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character!

The webinar will cover the basics of the three (3) main areas of credit union lending- consumer, mortgage, and member business loans (commercial loans). Each of the three areas will be illustrated with real life “case studies.”

The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the lending process. Additionally, the basics of loan compliance will be provided including Reg B, Reg Z, TRID, BSA, and Fair Credit Reporting.

What You'll Learn

  • Gain an understanding of how credit unions make lending decisions based on the five (5) C’s of credit
  • Learn about the three (3) main areas of credit union lending
  • Apply the three areas to individual “case studies”
  • Review the basics of loan structure, loan support, documentation, and loan compliance

Learn caption

Consumer loan officers, residential loan officers, commercial lenders, credit analysts, loan assistants, loan documentation specialists, branch managers, and assistant branch managers.

David Osburn

Instructor Bio

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

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