Compliance Network
THIS EVENT IS FULL
Consumer Lending Basics
September 29, 2016
Cooperative Credit
Union Association, Inc.
845 Donald Lynch
Boulevard
Marlborough, MA
01752 |
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Registration: |
8:30 a.m. |
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Program and Lunch: |
9:00
a.m. - 3:00 p.m. |
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Fee: |
$159.00 |
Consumer Lending Basics will walk participants through the lending process from the interview to the closing. We will discuss the regulations guiding the lending process, the importance of knowing and following your lending policies and procedures, how to obtain and evaluate the clear and accurate data needed, and how to take advantage of cross-sell opportunities.
This presentation will include an overview of:
- History and philosophy of credit union lending
- Glossary of terms
- Loan policy vs. loan procedure
- Understanding the regulations
- The lending process – application, interview, decision, cross-selling opportunities
- Credit analysis
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Speaker:
 William Nagle
SVP, Professional Development
Cooperative Credit Union Association
Bill Nagle has been with the Cooperative Credit Union Association for
fourteen years. He now leads the Education and Professional Development
department for the Association, managing conferences, seminars and
webinars. For 20 years previously, he worked in retail banking for a
variety of financial institutions in and around the Boston area,
serving as the Retail Branch Administrator for a community savings bank
before moving to the credit union movement.
Bill also produces and delivers training programs for Association
members at its headquarters, the Credit Union Center, as well as
conducts customized, on-site training on a variety of topics important
to credit unions today, including compliance and regulations, sales and
service, communication, and management and leadership skills. Bill is a
CUNA Certified Bank Secrecy Act Expert, a certified DiSC program
facilitator, and a CUNA “Creating Member Loyalty” certified service and
sales trainer. He is a graduate of the Massachusetts School of
Financial Studies, the New England College of Finance and holds a
B.S.B.A. as well as a graduate certificate in Organizational
Communication, both from Northeastern University.
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Registration for this event is closed.