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Credit Union Virtual Lending School

Sep 22 8:30 AM - Sep 23, 2026 12:30 PM
Sep 22, 2026 8:30 AM - 12:30 PM
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Description

By popular demand! Level up your lending know-how with specialized consumer loan & underwriter training this fall! This new, remote lending school consists of two half-day virtual sessions designed to maximize engagement and learning in a remote environment!

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.

Agenda

September 22 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 23 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 to be live and interactive so a recording will not be provided, but attendees will receive all the presentation slides in an electronic workbook format for taking notes and reference.

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

Event Type

Webinar

Fees

$249:1-day 

$479:2-day program 

Location