Credit Counseling & Your Role as a Loan Officer

May 15, 2012

2:00–3:30 p.m. Central Time

Cost: $219
CUNA Volunteer Network members receive a $50 discount.
CUNA Council members receive a $50 discount.

Please note: Only one discount valid per webinar registration.
Credit unions with less than $10 million in assets receive a $50 discount. Apply promo code 0950SMALL during checkout.


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About This Event

To meet today's competitive lending demands, you need to have an eye on the current economy and have a vision for your credit union's success. Ensure your credit union is ready to tackle 2012 by attending this webinar. You will learn ways to analyze members' financial troubles and gain a better understanding of how to help them reach their financial goals. You will also gain a strong foundation that helps you build long-term lending relationships with members.

This webinar is a part of the CUNA Consumer Lending Foundations eSchool which starts May 1, 2012. Click here for more information

Webinar Overview

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff! When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

Also Available

Can't attend at this time? Click here for the archived version.

Topics & Objectives

Credit Counseling & Your Role as a Loan Officer

  • Learn techniques for analyzing financial troubles
  • Consider the implications of loans as a solution to debt
  • Gain a better understanding of how to guide members to achieve their financial goals
  • Examine a financial counseling model

Who Should Attend

This webinar is beneficial for lending staff or anyone at your credit union that would like to learn key consumer lending skills.

Affiliation with CUNA/League is required for attendance.

Instructors

Claudine Oriani
Claudine’s credit union affinity began in 1993. She has worked for an industry software vendor, CUNA Mutual, and a mid-sized Oregon credit union. She now partners closely with CUNA, CU Conferences, state CU associations, along with individual credit unions to develop their greatest asset; human capital, by designing, and delivering training and development programs.

As the chief creative officer of her company; As If Productions, she customizes comprehensive and entertaining presentations on topics such as:

  • Becoming Your Members’ Financial Advocate
  • Branding, Business, and Community Development
  • Coaching Employees Toward Excellence
  • Effective Communication Skills
  • Employee Engagement/Acculturation
  • Designing and Delivering Impactful Financial Literacy Programs
  • Negotiations: “Getting to the Win/Win”
  • Sales/Service Excellence
  • Strategic Planning and Implementation

Claudine’s primary objective when executing learning programs is to support a CLEAR knowledge-transfer process: C – Creative and concise, L – Learner-focused, E – Engaging, A – Actionable, and R – Relevant.

Cancellations

The last day for cancellations was May 7, 2012. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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