November 2-6, 2020 | Virtual Learning Experience

ABOUT ULEND ACADEMY

SESSIONS/DESCRIPTIONSSCHEDULE

WHO SHOULD ATTEND

WHAT GRADUATES SAY

REGISTER


 

ABOUT ULEND ACADEMY

ULEND Academy is a lending GAME CHANGER. No more wasted hours in classes with great ideas that are hard to implement in real life! ULEND Academy is a hands-on, customized experience that propels lenders from transactional to consultative, meeting members’ full financial needs.

The curriculum guides lenders from foundational to advanced skill levels in all lending communication channels and across all stages of the loan process - origination, underwriting, and closing - with cross-selling, consultation, and compliance woven throughout.

ULEND Academy is set up as a virtual learning workshop within six, 60 to 90-minute daily sessions where participants will discuss, learn, and then apply. This occurs throughout the week within manageable daily sessions, so application can happen immediately. ULEND Academy graduates will return to work knowing how to use the skills and concepts learned in their daily interactions with members.

Are you ready to empower your lenders to create and keep loyal members through an EXCEPTIONAL MEMBER INTERACTION?

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SCHEDULE

Date Time 
November 2 9:00 a.m. - 10:30 a.m. EST
November 3 9:00 a.m. - 10:30 a.m. EST
November 4

9:00 a.m. - 10:30 a.m. EST
AND
 2:00 p.m. - 3:30 p.m. EST

November 5 9:00 a.m. - 10:30 a.m. EST
November 6 9:00 a.m. - 10:30 a.m. EST

 

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SESSIONS/DESCRIPTIONS

Session 1: Social Savvy

  • Recognize personal style and how it is perceived by others
  • Identify other styles and comfortably interact with members
  • Deliver targeted communications for the appropriate medium and context

Session 2: Plan & Prep (eLearning)

  • Utilize the information from your core system
  • Identify what to look for to analyze the needs of your member
  • Prepare when there is no time to plan

Session 3: Consultation & Consultation - Credit Report

  • Uncover member needs with targeted questioning strategies
  • Identify the life stages & goals of your members
  • Review the credit report and positively influence the member’s score

Session 4: Structure the Loan

  • Calculate & effectively use basic ratios that apply in lending
  • Identify the 5 C’s of credit that translate to risk
  • Use compensating factors to build a loan that will be approved for all members

Session 5: Underwriting

  • Recognize opportunities to take smart risks
  • Utilize the 5 C’s of credit when analyzing the loan application
  • Formulate alternatives that positively impact loan decisions

Session 6: Present the Right Solution (eLearning Module)

  • Connect products and services to members’ needs and life stages
  • Build creative options/personalized packages for every member
  • Find ways to say yes to the member

Session 7: Close with Purpose

  • Personalize the experience to the unique needs of the member
  • Make appropriate referrals and follow-up as needed
  • Set expectations to connect with the member on future opportunities

Hands-on Application

  • Apply the skills immediately during hands-on learning
  • Receive immediate feedback from real-time coaching
  • Discuss how each step of the member experience applies across the various lending channels

  

WHO SHOULD ATTEND

  • EVERY lender (including Call Center) from new to seasoned, underwriters, and leaders!
  • ULEND Academy is a unique lending experience aimed at helping all lenders, from all levels and various experiences get better at what they do every day.

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WHAT GRADUATES SAY

“I loved that we viewed the entire lending process through the filter of our Member. Ensuring our lending processes and decisions/solutions are based on their wishes and needs and ensuring an Excellent Member experience.”
-Sales and Service Manager


“This was the best loan training I have ever attended, and I was fully engaged the entire time. I feel that the teamwork was outstanding and working with different styles made the training enjoyable rather than the typical trainings where you are sitting still with no interaction during lectures.”
-AVP of Retail Sales


“I thought it was absolutely amazing and I loved how they pushed us. They didn’t settle for just good, they wanted to see GREATNESS from us! I loved that and I think that this workshop is NECESSARY!”
-Senior Loan Officer


“I loved hearing ways to phrase questions that will gain the most information about something at once. I really found myself connecting the dots better in order to get my loans approved by a loan officer/underwriter by focusing on a few key areas, and the interaction with teams made things stick. It was a great training!”
-First Year Lender


“The ULEND workshop really showed the loan officers how to take a very constructive approach to lending. There was a real emphasis on creating a great member experience from interview to close and beyond. I think this is an extremely beneficial workshop for lenders with one month of experience to 25 years.”
–VP of Mortgage

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REGISTER

Need help? Contact the Virginia Credit Union League’s Mary Amyx at [email protected] or 800.768.3344, ext. 630

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ULEND ACADEMY IS A COLLABORATION EFFORT OF THE FOLLOWING LEAGUES: