Seat Time: 0.75hrs - Desc:
This course will provide information about the products and services offered by commercial financial institutions. This course will also detail the purpose and positions within the Credit Department and Marketing Team. After completing this program, the learner will be able to:
Seat Time: 3hrs - Desc:
This course will introduce the learner to the extensive procedures involved in commercial lending. The learner will become familiar with application process and documentation, 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:
Seat Time: 1.25hrs - Desc:
This course will introduce the learner to commercial lending fraud, including the various types of fraud, how to prevent lending fraud and the red flags to be aware of. After completing this program the learner will understand:
Seat Time: 2.25hrs - Desc:
This course will introduce the learner to skills and standards necessary to be a successful commercial lender. The course will familiarize the learner with aspects of commercial lending, such as the types of businesses, commercial loans, and collateral involved in commercial lending, in addition to common commercial loan products. After completing this program the learner will understand:
Seat Time: 1hrs - Desc:
This course will provide the learner with a comprehensive overview of the types of U.S coin and currency that s/he will encounter when handling money on the job. The learner will be able to identify and understand the importance of the individual features that appear on U.S. coins and banknotes. After completing the program the learnerwill be better prepared to:
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:
Seat Time: 1.75hrs - Desc:
This course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:
Seat Time: 3hrs - Desc:
This course will introduce the learner to procedures for providing customers with ongoing, positive experiences. Some of the procedures that this course will outline include communication through listening, phrasing and probing; proper telephone usage, and the various types of customers who will be encountered. After completing this program the learner will understand: