Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. By taking these interactive courses, you'll discover the most efficient way to file and maintain loan records including purging and destroying out-of-date documents. At the end of this course, you'll be able to answer member questions on approval status, loan balance, and payoffs.
This course is part of the CUNA CU Advance program through CUNA CPDOnline and contains individual courses for $35 each.
- Basic Record Filing and Maintenance (a1012a)
- Loan Documents Overview (A1012B)
- File Retention Policies and Procedures (a1012c)
- Loan Documents as Member Service Tools (a1012d)
- Loan Auditing (a1012e)
Course participants will have an option of taking a pre-assessment to determine which courses are needed for his or her skill level. A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.
Estimated length of course: Each individual course is 20-30 minutes.