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Loan Interviewing course (online)

Loan Interviewing course (online)

  • Unlimited Downloads
Product Code:
S700
This is an online course available through CUNA Professional Development Online (CPD Online).

  • $119.00
    Non Member Price
  • $59.50
    CUNA Member Price
 
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This is an online course available through CUNA Professional Development Online (CPD Online).

Gain an overview of the loan process and learn interpersonal skills useful to loan officers. Employees will become effective loan interviewers by understanding the duties, responsibilities, skills, and knowledge needed for loan interviewing. Staff will understand how to use the loan interview as a member service tool.

Topics include:

  • The Role of the Loan Officer
  • The Loan Interview as a Member Service Tool
  • Interpersonal Skills for the Loan Interviewer
  • Conducting the Loan Interview
  • Analyzing the Information
  • Reporting Back to the Applicant
  • Credit Union Lending Products
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Have a question? Email or call 800-356-8010 ext. 3.