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Lending

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Opening Accounts for Nonresident Aliens

OnDemand
  • Recorded Tue, May 24, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

This session will address the following questions about procedures and your institution: What does the law say about identifying nonresident aliens? What type of identification is being used around the country to open accounts? What are the proper procedures for W-8 reporting? What role does the Office of Foreign Assets and Control (OFAC) play in your new accounts procedures?

Sharpen Your Consultative Selling Skills

OnDemand
  • Recorded Fri, February 02, 2024
  • Presented by Dan Fischer
Dan Fischer
$299.00

In today's financial landscape, it is harder and harder to differentiate your products and organization from your competition. This course will help staff create greater demand for their products and services.

CRE Lending: Property Types, Lease Structures...

OnDemand
  • Recorded Mon, November 04, 2024
  • Presented by Richard Hamm
Richard Hamm
$299.00

As financial institutions continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.


Commercial Lending Program

OnDemand
  • Recorded Mon, August 12, 2024
  • Presented by Tom Carlin
Tom Carlin
$1,850.00

How sound is your commercial lending training program and how do you manage it? This unique training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up. The program emphasizes the competencies needed to identify, interpret, and analyze risk.

Your Guide to Letters of Credit

Upcoming
  • Tue, March 04, 2025
  • Presented by Robin Russell
Robin Russell
$299.00

This webinar provides an essential understanding of letters of credit. Whether your financial institution issues letters of credit, accepts letters of credit, or takes liens on letters of credit rights, this program is for you.

Lessons Learned in Recent Lending Compliance ...

OnDemand
  • Recorded Thu, March 07, 2024
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$299.00

Every month, the federal financial institution regulatory agencies publish lists of enforcement actions taken against financial institutions. Enforcement actions can include civil monetary penalties, consent decrees, and cease and desist orders, just to name a few. This course will discuss those penalties, and how to keep you off of the list.


FCRA/FACTA: A Banker's Responsibility

OnDemand
  • Recorded Thu, June 20, 2024
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$299.00

What are your institution's responsibilities for compliance with the Fair Credit Reporting Act (FCRA)? The answer is more complex than you might expect. In this webinar, we'll discuss the nuances of compliance and some of the most common violations.

The State of UDAAP: Where Are We Now?

OnDemand
  • Recorded Fri, December 20, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

In this webinar we’ll discuss understanding what examiners are focusing on, including areas where a clear rule or regulation might not even apply. This has been a major cultural shift in the regulatory function, and we’ll delve into how to identify UDAP/UDAAP, how to monitor and test for it, and where particular risks are found, among other topics.

What Frontline Employees Should Know About Sm...

OnDemand
  • Recorded Wed, December 11, 2024
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$299.00

Prepare your frontline for the future of small business lending! This session focuses on preparing your institution’s frontline, including commercial loan officers, with a solid understanding of Section 1071 and how it will impact current processes, your organization, and their jobs.

 

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