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Seat Time: 2.75hrs - Desc:

This course will clarify the importance of team dynamics and creating effective sales teams. The learner will examine problem solving and decision making. After completing this program, the learner will be able to:

  • Delegate, communicate, solve problems, and make appropriate decisions.
  • Use interpersonal skills and trust to reinforce the value of teamwork.
  • Congratulate team members upon achieving consensus and reaching goals.

Seat Time: 2hrs - Desc:

This course will introduce the learner to the various products and practices associated with consumer lending. Some of these products include secured and unsecured loans, mortgages, non-real estate secured credit products, and small business loans. After completing this program, the learner will understand:

  • How to differentiate between the different types of collateral.
  • The features available to consumer credit products.
  • Which unsecured credit products are available to borrowers.

Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this program the learner will understand:

  • How to quote rates to customers.
  • The pre-closing and closing processes.
  • How to communicate loan decisions to customers.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to consumer lending fraud, including the various types of lending and mortgage fraud, how to prevent lending fraud and the red flags to be aware of. After completing this program the learner will understand:

  • How to differentiate between the various types of lending fraud.
  • The potential signs of fraud and how to prevent lending fraud.
  • How to review loan documents for fraud.

Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner with the various aspects of consumer lending, including the types of consumer loan applications, the 5 C’s of credit and the tools associated with them, credit bureaus and their reports, and how to communicate loan decisions, among many other aspects. After completing this program the learner will understand:

  • How to handle information in a way that ensures confidentiality.
  • How credit scoring works.
  • The institution’s consumer lending culture.
Seat Time: 1hrs - Desc:

This course will provide an overview of Consumer Driven Healthcare Plans (CDHPs) and will detail the various types of plans that are offered. After completing this course, the learner will understand:

  • How CDHPs function at the organization.
  • How national legislation affects CDHPs.
  • The four different types of CDHPs and how each is used.
Seat Time: 0.75hrs - Desc:

This course will introduce the learner to the Community Reinvestment Act (CRA) by detailing the requirements of the Act. The learner will also understand the requirements of Regulation G and the necessity of record retention and performance tests. After completing this program, the learner will be able to:

  • Understand the record-retention requirements and performance tests that institutions must undergo.
  • Describe the Act’s purpose, disclosures, and the necessity of compliance.
  • Understand the effect of the CRA record on applications.

Seat Time: 1.5hrs - Desc:

This course will provide an overview of the CLEAR technique and effective communication strategies. The learner will be exposed to situations involving problem customers and unreasonable customers. After completing this program, the learner will be able to:

  • Resolve bank issues by remembering the SERVICE technique.
  • Effectively listen and respond to customer complaints.
  • Find solutions by utilizing the CLEAR system.