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Essentials of Consumer Lending

Location Date Early Registration Deadline
TBA Barrett Training Center, NashvilleSeptember 5, 2024August 22, 2024

This one-day program is for new hires and branch personnel expanding into consumer lending and those charged with organizing and managing consumer loans.It is excellent preparation for those interested in attending The Southeastern School of Consumer LendingSM. The workshop will address credit decision-making, as well as the human relations aspect of lending. It includes case studies and role-playing to acquaint attendees with effective interviewing skills and to improve credit decisions. It also includes discussion on the concepts of secured lending, an analysis of decision-making, and major changes to mortgage underwriting standards. The class 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 Theron Green, Vice President/Consultant of Bankers Management Inc. 

Continuing Education Credit
Attendees qualify for 6.5 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.


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