Event Calendar
Prev MonthPrev Month Next MonthNext Month
1-Day Workshop: The Culture of Credit Union Lending
Wednesday, March 20, 2019, 9:00 AM - 4:00 PM EST
Category: Events

Session Summary

The culture of credit union lending is in a class of its own. What makes it so different? Because it’s not just about numbers, it’s about members — and the relationships we build with our members.

Members come to you for your expertise and guidance when making major life purchases: their first car, a college education, a big wedding, a new house. YOU are the person that is going to help them change their lives.

And, the best part about the culture of credit union lending is that if the answer is a “Not right now,” then it is followed up with a “Let’s look at the changes you can make” to turn that no to a yes.

During this one-day workshop, we will cover:

  • The Challenges of the Loan Interview
    • How to turn the interview into a conversation
    • Asking the right questions to determine the member’s needs and wants.
  • Applications… Complete or Not Complete?
    • Review of your credit union’s loan application
    • Real-world examples and scenarios
  • Building the relationship
    • Using personality and what makes sense
    • Techniques to build member relationships with loan products
    • Dealing with adversity on the loan decision
  • Best Practices
    • Debt ratios
    • Why the letter "C" is most important
    • Red flags 


Bring your credit union’s blank consumer loan applications and rate sheet and be prepared for a down-to-earth exploration on consumer credit.

Don’t miss this opportunity to build or assure you understand the culture of credit union lending.  More Information >>