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Consumer Lending

Location Date Early Registration Deadline
TBA Barrett Training Center, NashvilleAugust 29, 2023August 15, 2023
Pricing
Member
Nonmember
In-person
$295
$590

This one-day program is for new hires and branch personnel expanding into consumer lending and those charged with organizing and managing consumer loans. The workshop will discuss how to win against Fintech, how to use both judgmental is centered on using real-life examples to illustrate and discuss current trends in marketing, delivery channels, credit evaluation and decision-making, as well as credit enhancements, loss prevention strategies In addition to the instructor’s real-life stories and student idea-exchanges, the workshop features a robust Global Cash Flow case for a self-employed borrower, with multiple sources of income (and losses). The case will walk-through both the Personal Financial Statement and Tax Returns (personal and business) to determine capacity while discussing subjective issues. The new instructor is Michael Wear, president, 39 Acres Corporation. It is excellent preparation for those interested in attending The Southeastern School of Consumer LendingSM.

 

Continuing Education Credit
Attendees qualify for 7 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.

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