HIGHLIGHTS

• Focus on the loan origination process
  • What the examiners are scrutinizing
  • How to address it without compromising efficiency or member service
  • Policy, process, and technology implications
  • The future of automated scoring and decision making
• Loan origination best practices and performance benchmarks for
  • Consumer
  • Small business
  • Commercial
  • Mortgage
• Automating loan policies/processes for improved risk management and easier exams
  • What to expect from loan origination systems (LOS)
  • Moving from document imaging to document management with workflow
• Five secrets to success with your online lending programs

• TAKE-AWAY TOOLKIT
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for CEOs, chief lending officers, loan operations managers, credit officers, compliance staff, and internal auditors.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Brad Smith, Abound Resources

Brad Smith has over 20 years’ experience helping financial institutions achieve their business goals by integrating strategy with sales, marketing, operations, and technology best practices.  Brad is an advisor to several trade associations, an instructor at several banking schools, and a frequent speaker at state and national conventions.

Brad is the co-founder and President of Abound Resources, a full service management consulting firm, which helps community and small regional financial institutions achieve their goals – whether strategic, sales, operations, technology, or risk management.  Brad is a graduate of the University of Texas with a degree in finance and a minor concentration in accounting.  Prior to co-founding Abound Resources, Brad served as the Manager of Deloitte & Touche’s Community Bank Technology Consulting practice.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar