Virtual Lending Workshop
Level up your lending know-how with specialized consumer loan & underwriting training this fall! This new, remote lending school consists of two half-day virtual sessions designed to maximize engagement and learning in a virtual environment.
Agenda
September 16 8:30-12:30pm CT
Day 1: Specialized Consumer Loan Training
Topics Covered:
- Questions that Strengthen an Application
- How to Read a Credit Report for Maximum Success
- Conversations About Credit Scores
- Factors Impacting Credit Scoring Models
- Structuring Loans and Risk-Based Applications
- Equity, LTV Calculations, and Cash Down Options
- Appropriate Notes and Comments for Underwriting
- Building a Performing Loan
September 17 8:30-12:30pm CT
Day 2: Specialized Underwriter Training
Topics Covered:
- Principles of Successful Loan Decision Making
- Bankruptcy Predictors and Risk Assessment
- Lending on Old Collateral and to Young Borrowers
- FICO Insights for Underwriters
- Loan Amount Guidelines and Debt Ratio Analysis
- Proper Use of Co-Signers
- Underwriting Higher-Risk Loans
- Debt Consolidation Strategies
Pre-assessment and post-training evaluations for the underwriting session, with follow-up resources. This program is intended to be live and interactive so a recording will not be provided, but attendees willreceive all the presentation slides in an electronic workbook format for taking notes and reference.
This program is intended as a full, 2-day lending school, but you may take just one day if that aligns better with your available time or education plans.
