In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.
Webinars
Call Centers create a competitive advantage for organizations, whether there are two or two hundred people answering calls. This webinar will help call center managers establish training and practice coaching techniques that ensure agents know how to effectively use the technology and are inspired to perform.
This webinar will provide attendees with information on doing business with trusts, including best practices in establishing deposit account and loan relationships.
This webinar will dissect the regulatory requirements and examiner expectations related to Fair Lending in plain English.
This course is designed to address the needs of financial institution employees and credit analysts by reinforcing their credit analysis skills. It begins by identifying the five vital financial factors faced by all commercial and industrial borrowers including: Liquidity, Leverage, Asset Management, Operations and Cash Flow. It then progresses into how to determine each factor through ratio analysis.
Many customers 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 institution’s responsibility and liability.
This 2-part webinar will discuss the requirements for a financial institution when management is required to assess risk and the effectiveness of the bank’s system of internal controls over financial reporting. Enterprise risk management will be covered to provide participants with an overview of this very important risk management function.
Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.
This program provides an overview of the key components of CRE appraisals and where financial professionals can find important information to assist in underwriting and understanding the sustainability of cash flow and the stability of the value of a property.
Fulfill your credit union training needs with webinars
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
