Event Details

Day 1 - Lending Workshop for Front-Line Lenders


Audience: Loan Officers, Member Service Representatives, Lending Managers

Course Title: Specialized Consumer Loan Origination and Underwriting Training

Description: This intensive training session is tailored for loan officers, MSRs, and all front-line lending professionals seeking to enhance their lending expertise. We will cover essential practices, strategies, and techniques for successful lending in today's market.


Topics Covered:

  • What must happen during every loan interview
  • Consultative sales
  • Best practices in secured and unsecured lending
  • Educating members on FICO scores and credit improvement
  • Identifying bankruptcy indicators and response strategies
  • Responsible underwriting of high-risk loans
  • Thinking beyond traditional lending "boxes"
  • Appropriate collateral
  • Underwriting pitfalls to avoid
  • Understanding real risk factors
  • Selling value in a competitive landscape
  • Increasing sales of ancillary products


Day 2 - Lending Workshop for Executive Leaders


Audience: CEOs, CLOs, VPs of Lending, Lending Management

Course Title: Strategic Approaches to Competitive Lending in Credit Unions

Description: With increased competition from digital-native lenders, credit unions face new challenges. This all-day workshop provides you and your leadership team with tactics and strategies used by top-performing credit unions nationwide.


Through a mix of educational content and actionable steps, this session is designed to boost your lending results and equip your team to better serve members.


Key Topics:

  • Competitive analysis of the lending landscape and disruptive competitors
  • Loan product design and rate structuring
  • Improving productivity and operational efficiency
  • Enhancing loan delivery channels
  • Loan department organizational strategies
  • Loan policy updates and effective revisions
  • Centralized vs. decentralized lending models
  • Managing indirect lending channels
  • Successful collections practices
  • Developing a strong sales culture within lending
  • Structuring loan departments for optimal success
  • Effective underwriting practices
  • Incentive plans that drive loan production
  • Increasing the Credit Union's ROA
  • Addressing internal lending challenges
  • Avoiding common loan loss pitfalls
  • Direct auto loan portfolio growth strategies


About CU Lending Advice

CU Lending Advice provides expert professional consultation for credit union management and team members. Their consultant team is dedicated to the success and implementation of proven sales efforts that benefit your credit union's bottom line. Their proven and comprehensive approach allows CU Lending Advice the ability to implement positive changes to your credit union practices quickly and efficiently.


The League office is located on the 1st floor. Lunch will be provided.


Speaker

  • Jessica Vartanian (Senior Consultant at CU Lending Advice)

    Jessica Vartanian

    Senior Consultant at CU Lending Advice

    Jessica first began working with Credit Union’s almost a decade ago after spending the first part of her career managing retail branches in the ‘big bank’ space and working in public education.

    In 2012, Jessica joined Don at Red Rocks Credit Union in Highlands Ranch, CO. During her time at RRCU, Jessica progressively moved through various roles leading the Sales Teams, Contact Center, Business Development, and Information Technology.

    During her tenure, Jessica led the credit union Sales Team to organization-high loan growth, successfully established in-depth referral programs within the contact center and branches, and spearheaded numerous enterprise systems conversions-driving organizational efficiency while reducing operational expenses.

    Her ability to marry technology and process automation, combined with her background in education enabled her to develop strategies that both equip credit unions with the technology and process automation needed to thrive; while simultaneously training and empowering teams for exceptional member experience and sales/lending acumen.

    Over the years, Jessica’s work has received multiple awards and accolades throughout the credit union industry making her a sought-after speaker, trainer, and mentor.

    Jessica earned her bachelor’s degree in Education. In addition, she is a certified adult trainer and facilitator; receiving certification in both in-person and virtual adult learning. In 2019, she completed a graduate program from the Said School of Business at Oxford University focusing in the area of Fintech.

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Tickets

Day 1: Small CU Registrant (Under $100M)

For League-affiliated credit unions, under $100 million in assets. Price is for Day 1 training only.

Standard Price $199
Day 1: Credit Union Registrant (Over $100M)

For League-affiliated credit unions, over $100 million in assets. Price is for Day 1 training only.

Standard Price $299
Day 2: Small CU Registrant (Under $100M)

For League-affiliated credit unions, under $100 million in assets. Price is for Day 2 training only.

Standard Price $199
Day 2: Credit Union Registrant (Over $100M)

For League-affiliated credit unions, over $100 million in assets. Price is for Day 2 training only.

Standard Price $299
Bundle (Day 1 & 2): Small CU Registrant (Under $100M)

For League-affiliated credit unions, under $100 million in assets. Price includes Day 1 and Day 2 training days.

Standard Price $329
Bundle (Day 1 & 2): Credit Union Registrant (Over $100M)

For League-affiliated credit unions, over $100 million in assets. Price is for Day 1 training only. Price includes Day 1 and Day 2 training days.

Standard Price $529

Venue

League Main Office

55 Capital Blvd
Rocky Hill, Connecticut

If you have any questions please contact Chris Whalen

Contact Organizer

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