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Seat Time: 2hrs - Desc:

This course will explore best practices for mitigating and handling major operational disruptions and disasters. The learner will be able to outline and develop a Business Continuity Plan in accordance with the Disaster Recovery Institute. After completing this program, the learner will be able to:

  • Adhere to plan objectives and goals.
  • Recognize and react to disruptions and disasters, and communicate effectively.
  • Implement and maintain the disaster plan.

Seat Time: 2hrs - Desc:

This course will acquaint the learner with team management, including a comprehensive look at aspects such as manager roles, conflict, and standards. This course will also examine conflict resolution and SMART goals. After completing this program, the learner will be able to:

  • Understand and use any of the four typical roles that managers play in the workplace.
  • Understand and analyze the causes and symptoms of conflict, and best practices for resolving them.
  • Delegate team members and establish SMART goals.

Seat Time: 1.5hrs - Desc:

This course will afford the learner a discussion of management skills and responsibilities. This course will also examine action planning and SWOT analysis. After completing this program, the learner will be able to:

  • Use principles of strategic management to successfully implement change.
  • Recognize and align goals to foster collaboration and achieve consensus.
  • Assess the market, competition, and bank by looking at certain characteristics.
Seat Time: 2.75hrs - Desc:

This course will introduce the learner to the processes by which vendors and suppliers should be managed. The course will familiarize the learner with strategies for assessing risk, identifying candidates, and avoiding conflicts of interest, in addition to other details regarding the maintenance of strong vendor and supplier relationships. After completing this course, the learner will understand:

  • How to properly solicit information from vendors and suppliers.
  • How to rate vendor proposals.
  • The importance of conducting due diligence measures.
Seat Time: 1hrs - Desc:

This course will introduce the learner to Regulation P, which distinguishes between nonpublic and public information. The learner will also be provided with an overview of required privacy notices, including the required content of privacy notices. After completing this program, the learner will understand:

  • The purpose of Regulation P.
  • Essential information in privacy notices.
  • When financial institutions are permitted to release nonpublic personal information.

Seat Time: 2.75hrs - Desc:

This course will introduce the learner to the mortgage lending process so that s/he understands the first and final steps in the process. Additionally, the learner will be instructed on how to proceed with new lending applications. Upon successful completion of this course, the learner will understand:

  • The types of calculations that s/he will be making.
  • The three types of application documentation.
  • Understanding the role of the underwriter in the lending process.

Seat Time: 2.5hrs - Desc:

This course will introduce the learner to Regulation Z, which implements the Truth in Lending Act (TILA). The learner will be provided with a detailed overview of the ways in which TILA affects credit extensions and requires disclosures to be sent to consumers. After completing this program, the learner will understand:

  • Distinction between open-end and closed-end credit requirements.
  • Definition of "home equity plans."
  • Relation of Credit CARD Act and Higher Education Opportunity Act to truth in lending.
Seat Time: 1hrs - Desc:

This course will introduce the learner to Regulation AA and the Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Act. The learner will be instructed on the provisions and prohibitions enacted under Regulation AA. After completing this program, the learner will understand:

  • How confessions of judgment occur.
  • What third-party relationships are considered UDAAPs.
  • What constitutes a UDAAP.