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Fair Lending for Frontline Staff

An overview of Fair Lending Regulations and best practices for member-facing staff.

Upcoming
Wednesday, March 15th, 2023
10:00 am - 11:30 am
Presented by Jamin Carlisle
$195.00 or 1 Token

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

  • Compliance
  • General Compliance
  • Lending
  • Lending Compliance
  • Teller
  • Branch Manager
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Customer Service Representative
  • Internal Auditor
  • Senior Management
  • Teller
  • Trainer

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Your customer-facing staff can make or break your fair lending compliance program, but they are often left out of “lending” training. This session will focus on how your front line can engage customers and sell loans without violating fair lending laws. This session covers the regulations that deal with fair lending – Regulation B, Regulation C, and the Fair Housing Act – as well as “best practices".

What You'll Learn

  • Fair Lending Regulations
  • Best Practices to avoid Fair Lending issues
  • Real life examples and scenarios

Who Should Attend

This webinar is designed for customer-facing branch and lending staff.

Jamin Carlisle

Instructor Bio

Jamin Carlisle has 15 years of experience in banking and credit union compliance as well as the Credit Union Compliance Expert (CUCE) and BSA Compliance Specialist (BSACS) certifications. His primary areas of expertise include BSA/AML, vendor management, disaster recovery, and staff training. In addition to in-house credit union compliance experience, he has served on planning committees for fraud awareness and elder abuse conferences and given presentations to local community colleges, high schools, and community groups. Jamin has developed and provided compliance and BSA training for groups as large as 350 people.


Prior to beginning his career in compliance, Jamin completed his BA and MA at The University of Tennessee Knoxville and worked as a graduate lecturer.

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