Home
Menu Toggle Search
Toggle Search

ULEND Academy Virtual 2023

Facilitated by TruStage

Sep 12 9:00 AM - Sep 14, 2023 12:00 PM
Sep 12, 2023 9:00 AM - 12:00 PM
Add event to: ICal Outlook Google Calendar
TruStage

 

 

ULEND-Academy_Logo

 

 

ULEND Academy is a lending GAME CHANGER. No more wasted hours in classes with great ideas that are hard to implement in real life! ULEND Academy is a hands-on, customized experience that propels lenders from transactional to consultative, meeting members’ full financial needs. The curriculum guides lenders from foundational to advanced skill levels in all lending communication channels and across all stages of the loan process - origination, underwriting, and closing - with cross-selling, consultation, and compliance woven throughout.

ULEND Academy is set up as a virtual learning workshop within three, 3-hour sessions where participants will discuss, learn, and then apply. Because this occurs within manageable sessions, application can happen immediately. ULEND Academy graduates will return to work knowing how to use the skills and concepts learned in their daily interactions with members.  

Who should attend? EVERY lender from new to seasoned, underwriters, call center and leaders! ULEND Academy is a unique lending experience aimed at helping all lenders, from all levels and various experiences get better at what you do every day. 

September 12 – September 14 | 9:00 am - 12:00 pm (each day) 

Agenda

Day 1 – Tuesday, September 12 | 9:00 am – 12:00 pm

Social Savvy 

  • Recognize personal style and how it is perceived by others 
  • Identify other styles and comfortably interact with members 
  • Deliver targeted communications for the appropriate medium and context 

Plan and Prep 

  • Utilize the information from your core system 
  • Identify what to look for to analyze the needs of your member  
  • How to prepare when there is no time to plan 

Consultation 

  • Uncover member needs with targeted questioning strategies 
  • Identify the life stages & goals of your members 

Day 2 – Wednesday, September 13 | 9:00 am – 12:00 pm

Credit Report 

  • Understand what factors into a score’s calculation and to recognize trends 
  • Review the credit report and positively influence the member’s score 

Structure the Loan 

  • Calculate & effectively use basic ratios that apply in lending 
  • Use compensating factors to build a loan package to mitigate risk 

Underwriting 

  • Recognize opportunities to take smart risks 
  • Utilize the 5 Cs of Credit when analyzing the loan application 
  • Formulate alternatives that positively impact loan decisions 

Day 3 – Thursday, September 14| 9:00 am – 12:00 pm

Present Solution and Close with Purpose 

  • Connect products and services to Members’ needs and life stages 
  • Personalize the closing experience, making appropriate referrals 
  • Set expectations to connect with the Member on future opportunities 

Hands-on Application 

  • Apply the just-learned skills immediately during an additional hands-on learning interaction 
  • Receive immediate feedback from real-time coaching 
  • Discuss how each step of the member experience applies across the various lending channels 

Speakers

Location

Fees

$469  | Early Bird by August 21 

$499 | Regular

By registering for ULEND Academy presented by The Wisconsin Credit Union League, you understand and agree to any fees paid to the Wisconsin Credit Union League; ULEND Academy is offered through CUNA Mutual Group’s Customer Optimization program at no charge to participating CUNA Mutual Group lending product participating credit unions. 

Disclaimer: CUNA Mutual Group does not charge for this workshop – the fee is charged by the League and if your credit union is a CUNA Mutual Group partner you may be able to attend a workshop at no cost by attending a CUNA Mutual Group sponsored event.

Additional Info

Session Access

Webinar login information will be provided by CUNA Mutual Academy upon paid registration.  Please ensure to complete all pre and post work as assigned for optimal return on investment.

Cancellation

Refunds will be issued until 10 days prior to the conference, less a $135 administration fee per person. Substitutions accepted up to 1 weeks prior. All cancellations and substitutions must be submitted in writing to [email protected].

NOTE: The workshop contents and the materials provided are for the sole use of the registered and paying attendee. No part of the workshop or supporting resources may be shared, reproduced, stored, or transmitted without specific written permission from the copyright holder.

Calendar invites for each session are for the registered attendee's sole use and may not be shared with others.

CUNA Mutual Group Proprietary and Confidential | Further Reproduction, Adaptation, or Distribution Prohibited | 10009520-0121-0323 | © CUNA Mutual Group 2021, All Rights Reserved.

Register
Get Help with Your Registration
Cancellation & Substitution Policy

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Lending & Collections
Register

Event Info

Sponsored By

CUNA Mutual Group Logo