Preparing Loan Documents course (online)

  • Overview

  • Detail

  • Also Available

  • Earn Credit

  • About CUNA
    Courses

A1011

May. 23, 2013 

These interactive courses help employees obtain a broader understanding of the lending process and the steps involved in preparing loan documents. Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner.

This is a CUNA CU Advance course through CUNA CPDOnline and contains individual courses for $35 each.

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 5 courses can be purchased for $24.50 through CUNA CPDOnline.

Estimated length of course: Each individual course is 20-30 minutes.

Buy Now $35.00
Please view cart for pricing
and product options

A1011

May. 23, 2013 

A comprehensive exam for all 5 courses can be purchased for $24.50 through CUNA CPDOnline.

The Lending Process:

  • List four types of credit and how members use them
  • Describe the two major differences between closed-end and open-end credit
  • Define collateral and explain how it is used to secure a loan
  • Explain the difference between fixed and variable interest rates
  • Identify how variable interest rates are set
  • Outline the four steps in the lending process

Laws and Regulations:

  • Explain how government agencies implement laws through regulations
  • Analyze loan situations for ways to avoid discriminating on the bases prohibited by the Equal Credit Opportunity Act (ECOA)
  • Describe the purpose of the Truth-in-Lending Act and what type of credit it covers
  • Recognize the purposes of the Fair Credit Billing Act and Fair Credit Reporting Act
  • Highlight the major relationships between loan policies, laws and regulations

Interview and Application:

  • Outline four types of information requested from loan applicants
  • Perform three actions to prepare for the loan interview
  • Explain how objectivity and confidentiality are critical to a successful interview
  • Describe six key techniques for conducting an effective loan interview

Loan Underwriting:

  • List and explain five factors that indicate creditworthiness
  • Explain four factors to evaluate the information on a credit report
  • Summarize how credit scores are determined and how they aid underwriting
  • Identify two other methods used to verify information on the loan application
  • List four "red flags" that may indicate a lack of creditworthiness

Loan Decision and Closing:

  • List the time frames for informing members of loan decisions and how long documentation must be retained
  • Define counteroffer and typical alternatives credit unions offer
  • Explain the purpose and responsibilities of guarantors and cosigners
  • Define the term adverse action and describe situations when it occurs
  • Describe the purpose of the promissory note, security agreement, and Truth-in-Lending disclosure
Buy Now $35.00
Please view cart for pricing
and product options
Buy Now $35.00
Please view cart for pricing
and product options

A1011

May. 23, 2013 

Recognition

Recognition opportunities are offered at various training milestones with CUNA designations and certificates.

College Credit

Select courses are recommended for college credit for students who pass proctored, college-level exams and carry college credit recommendations.

Buy Now $35.00
Please view cart for pricing
and product options

A1011

May. 23, 2013 

CUNA courses are a simple, affordable way to provide current, real-world training to your credit union. Courses are available in print and/or online through CUNA CPDOnline. With hundreds of courses to choose from, you're sure to find learning materials to fit your credit union's needs. See a full course list.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Not finding what you're looking for? Click here to submit your topic suggestion or question.

Buy Now $35.00
Please view cart for pricing
and product options

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 
2014 Schools & Conferences231x256 MCIToolkit Bottom PromoCUNA eSchoolsCUNA Creating Member Loyalty

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4072