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Credit Union League Virtual Lending School

Sep 16 8:30 AM - Sep 17, 2025 12:30 PM
Sep 16, 2025 8:30 AM - 12:30 PM
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Description

This remote lending school consists of two virtual sessions delivered via Zoom®. Each session is designed to maximize engagement and learning in a remote environment, incorporating 45-50 minute educational sprints with 10-minute breaks.

Agenda

September 16 8:30-12:30pm CT

Day 1: Specialized Consumer Loan Training 

Topics Covered: 

  • Questions that Strengthen an Application 
  • How to Read a Credit Report for Maximum Success 
  • Conversations About Credit Scores 
  • Factors Impacting Credit Scoring Models 
  • Structuring Loans and Risk-Based Applications 
  • Equity, LTV Calculations, and Cash Down Options 
  • Appropriate Notes and Comments for Underwriting
  • Building a Performing Loan 


 
September 17 8:30-12:30pm CT

Day 2: Specialized Underwriter Training 

Topics Covered: 

  • Principles of Successful Loan Decision Making 
  • Bankruptcy Predictors and Risk Assessment 
  • Lending on Old Collateral and to Young Borrowers 
  • FICO Insights for Underwriters 
  • Loan Amount Guidelines and Debt Ratio Analysis 
  • Proper Use of Co-Signers 
  • Underwriting Higher-Risk Loans
  • Debt Consolidation Strategies 

Pre-assessment and post-training evaluations for the underwriting session, with follow-up resources. 

This program is intended as a full, 2-day lending school, but you may take just one day if that aligns better with your available time or education plans.

Additional Info

Speakers

Jessica Vartanian

Senior Consultant, CU Lending Advice

Jessica first began working with Credit Union’s almost a decade ago after spending the first part of her career managing retail branches in the ‘big bank’ space and working in public education.    

 In 2012, Jessica joined Don at Red Rocks Credit Union in Highlands Ranch, CO.  During her time at RRCU, Jessica progressively moved through various roles leading the Sales Teams, Contact Center, Business Development, and Information Technology.  

During her tenure, Jessica led the credit union Sales Team to organization-high loan growth, successfully established in-depth referral programs within the contact center and branches, and spearheaded numerous enterprise systems conversions-driving organizational efficiency while reducing operational expenses.   

 Her ability to marry technology and process automation, combined with her background in education enabled her to develop strategies that both equip credit unions with the technology and process automation needed to thrive; while simultaneously training and empowering teams for exceptional member experience and sales/lending acumen.   

 Over the years, Jessica’s work has received multiple awards and accolades throughout the credit union industry making her a sought-after speaker, trainer, and mentor.   

 Jessica earned her bachelor’s degree in Education. In addition, she is a certified adult trainer and facilitator; receiving certification in both in-person and virtual adult learning. In 2019, she completed a graduate program from the Said School of Business at Oxford University focusing in the area of Fintech.

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Event Type

Webinar
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Fees

$249/1-day 

$459/2-day 

Location