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Consumer Lending Workshop guides your front line and management

Popular presenter Brett Christensen guides this two-day session in Green Bay November 14-15 aimed at boosting your bottom line. The first day aims to help loan officers, member service reps and lending professionals master best practices for lending success, while the second day aims to help managers and supervisors improve overall lending results.


Brett Christensen, whose firm Lending Advice LLC consults with credit unions across the U.S. and Canada, engages groups with a personable and entertaining speaking style that has made him one of the nation's most popular presenters on lending issues.


He'll challenge your lending staff to take on more risk but offer the tools and techniques to mitigate your exposure and surpass income targets. In a challenging lending environment, he offers you the know-how and confidence to remain competitive, satisfy examiners and serve members more fully.


Your front-line employees will learn best pratices for making better loan decisions that include:


  • Interviewing
  • Risk
  • Documentation
  • Cross-selling insurance products
  • Handling denials
  • FICO scores
  • Underwriting approaches
  • Bankruptcy predictors
  • Debt ratio analysis
  • Loan-to-value analysis


Supervisory and management staff will delve further into:


  • Loan product & rate design
  • Departmental productivity & efficiency
  • Delivery channels
  • Organization
  • Policies
  • The centralized vs. decentralized approach
  • Indirect lending
  • Collections
  • Sales culture development


Register now! Questions? Contact Judy Phillips at (262) 408-6020.


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