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PROGRAM DESCRIPTION

Loan Officer 101

Understanding the Nuts and Bolts of Basic Lending

If you are a new or aspiring consumer loan officer, get a solid foundation of lending basics at this discussion of the criteria for approving member loan requests.

Join credit union lending expert Rick Menton as he explains:

  • Today’s loan marketing environment
  • Lending policies
  • Analyzing the application
  • The Five C’s of credit
  • Credit report evaluation
  • Credit scoring
  • Verification of income and employment
  • Debt ratios / adjusting debt ratios
  • Evaluating Collateral

Who Should Attend?
This program is intended for staff who seek a solid knowledge of basic lending principles:

  • New Loan Officers
  • Aspiring Loan Officers
  • Loan Processors
  • Lending Manager
  • Training Professionals

About the presenter, Rick Menton:
Rick Menton is an exciting credit union presenter and seminar leader, based in Tulsa, OK, who has made presentations in every state except Alaska.  His presentations are based on nearly 40 years of experience in consumer finance companies, league and trade association management for 2 different state leagues, various credit unions, and as a credit union CEO.  He has led presentations on lending, collections, board governance, policies, strategic planning, employee relations and more.

Rick received the "Hometown Hero" Award from the mayor of Tulsa as someone instrumental in helping to boost the Tulsa economy by bringing new business to the community. He has served on the board and as chairman of Consumer Credit Counseling of Minnesota. He has received CUNA's Certified Credit Union Executive (CCUE) designation and the Certified League Executive (CLE) designation from CUNA and the University of Wisconsin's Management Institute.  He received his degree in communications from the University of Minnesota.

Meet the presenter, Rick Menton: Rick Menton is the CEO of Cherokee Strip Credit Union in Ponca City, OK. Rick previously 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. Rick has received outstanding reviews as the presenter of CCUL’s s one-day Basic Lending Seminar and Financial Counseling for Loan Officers and Skip Tracing webinars. Rick has made presentations in 49 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 Members
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Loan Officer 101
 
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