Learn More about Member Benefits
In Year 2, explore three opportunities of earning your credit union business lending professional designation and set yourself apart as a unique authority in business and commercial lending.
Attending Year 1 and successfully completing the coursework and exam are required prior to registering for Year 2, if you are working toward earning the Credit Union Business Lending Professional (CUBLP) designation. An optional pre-conference workshop is available as an add-on.
The Year 2 Business Development and Relationship Management session is designed to provide an overview of how to develop, maintain and grow a commercial/business member base of loans, deposits, related products and services. Through group activities, class participation and instruction, participants are exposed to methods and resources commonly used to prospect, close, manage and grow new commercial/business relationships. Learning how to balance service delivery and new business development is the key to individual, department and credit union success in the commercial/business environment.
By attending this session, you will:
Who should attend
This session is beneficial for lending professionals that are new to business development and sales roles, current loan officers and commercial service providers seeking to improve results, commercial/business lending department managers looking to enhance team performance and any branch managers/marketing staff/middle and senior managers who need resources to better perform in their current positions.
The Year 2 Commercial Credit Analyst session is designed to illustrate the practices utilized to assess and assign the risks associated with a commercial loan. This will be accomplished by employing the 5 Cs of Credit to develop the analysis and the credit memorandum output associated with traditional commercial and industrial credit, and commercial real estate facilities.
This session is beneficial for credit union lending professionals interested in developing the skills required to complete financial analysis, assess associated risk, and construct a stand-alone credit approval document which enables readers to make a fully informed credit risk decision.
The Year 2 Credit Administration Department Administrator session is designed to provide an overview on how to develop and maintain a credit administration function that aligns with the risk tolerance, credit culture and mission of the credit union. Through group activities, class participation and instruction, participants are exposed to methods and resources to provide guidance to anyone involved in commercial/business lending to ensure safeguards are in place to manage the loan portfolio in a safe and sound manner.
This session is beneficial for credit union lending professionals that are currently or will be serving in credit administration positions, for junior and senior managers desiring a better understanding of credit administration and portfolio management, any lenders/branch managers/business development officers who need to be better prepared to perform in their current positions.
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Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.
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ADA Compliance Notice & Legal
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ADA Compliance Notice & Legal