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Opening New Accounts Part 1: Consumer Accounts

OnDemand
  • Recorded Fri, February 28, 2025
  • Presented by Matthew Dickinson
Matthew Dickinson
$299.00

This two-hour webinar focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

Characteristics of Strong Risk Assessments an...

OnDemand
  • Recorded Thu, February 22, 2024
  • Presented by Marci Malzahn
Marci Malzahn
$299.00

Risk assessments are at the core of a strong ERM Program. Therefore, developing strong risk assessments for all key areas of the financial institution is crucial. This webinar will take you through the characteristics of strong risk assessments to ensure you address key areas of your institution.

ECOA Small Business Lending Data Collection

OnDemand
  • Recorded Tue, March 12, 2024
  • Presented by Jerod Moyer
Jerod Moyer
$299.00

Although there have been delays and court cases, the Small Business Lending Data Collection requirements Section 1071 data collection requirements will come, sooner or later. Now is not the time to put the brakes on your Section 1071 planning efforts! Come see what Section 1071 is all about.


Loan Structuring Basics

OnDemand
  • Recorded Mon, July 01, 2024
  • Presented by Tom Carlin
Tom Carlin
$299.00

When a loan is structured properly, the likelihood of getting repaid increases dramatically. This course provides participants with a basic understanding of loan structure.

Frontline Excellence: CEO of the Customer Exp...

OnDemand
  • Recorded Wed, May 15, 2024
  • Presented by Vicki Kraai
Vicki Kraai
$299.00

Front-line employees are the CEOs of the customer experience. Their every action and reaction significantly impacts your brand's reputation. However, do we train them to see themselves in this influential role, or do we perceive them only as tellers? This training is a must to take your customer experience from ordinary to extraordinary.

Construction Loans: Building a Solid Program

OnDemand
  • Recorded Thu, May 09, 2024
  • Presented by Molly Stull
Molly Stull
$299.00

Building a solid residential construction program is critical in managing the risk associated with new home builds. Join us as we discuss the numerous components of the process!


Mortgage Servicing Compliance Requirements an...

OnDemand
  • Recorded Fri, November 01, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

Servicing mortgage loans is a difficult and complex process, with many laws and regulations with which to comply. Regulators are looking very carefully at both how servicers are servicing loans, as well as which borrowers receive what type of treatment. In other words, fair lending and UDAP/UDAAP concerns are at the forefront.

Understanding the Role of the Notary Public

OnDemand
  • Recorded Tue, November 26, 2024
  • Presented by Terri Thomas
Terri Thomas
$299.00

The webinar provides the do's and don'ts of being a Notary Public. In this webinar, you'll learn about Notary Public responsibilities and notorial acts, basic laws, and liability.

Understanding Commercial Loan Documents

OnDemand
  • Recorded Mon, April 07, 2025
  • Presented by Robin Russell
Robin Russell
$299.00

Understanding commercial loan documents and being able to explain their content can help you expand customer relationships. In this webinar, you’ll gain insight into the various documents required for loans.

 

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