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Financial Counseling for Loan Officers

“People Helping People” is not just a catchy phrase. It’s the fundamental reason why credit unions exist. It’s what we do best, especially when members may need a helping hand in managing their finances.

Learn what you can do to help your members establish or re-establish good credit history, streamline their financial management, and ease their cash flow crunch.

Credit union lending authority Rick Menton will show you:

  • The challenges of today’s lending environment
  • Why financial counseling should be part of a loan officer’s job description
  • How to lend to and counsel your younger members
  • The importance of reviewing credit reports with members
  • Ways to use a financial counseling model with your members

Who Should Attend?
Credit union professionals who work with members on developing financial responsibility, especially in these positions:

  • Lending
  • Collections
  • Member Service
  • Operations
  • Business Development

About the presenter, Rick Menton: 
Rick Menton is the president of Menton Consulting, Inc., Tulsa, Oklahoma. Prior to forming his company, Rick spent 23 years with the Oklahoma and Minnesota Credit Union Leagues in senior management positions. Additionally, he has worked as a marketing executive, lender, and collector for credit unions and consumer finance companies.

For the past several years, Rick has received outstanding reviews as the presenter of CCUL’s one-day Basic Lending Seminar and Financial Counseling for Loan Officers and Skip Tracing webinars. Rick has made presentations in 48 states for state credit union trade associations and credit unions. Additionally, he has made presentations for CUNA, the World Council of Credit Unions, and the Combined Council of Auto Credit Unions.

Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Financial Counseling for Loan Officers
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