Live Workshop Date: March 7, 2024

Investment: $325

Maximize your learning experience with our Credit Union Consumer Lending Workshop, offered in both live and on-demand formats. Enjoy the interactive engagement of live sessions or the convenience of accessing content at your own pace. Tailored to fit your schedule, our workshop ensures you have the flexibility to enhance your lending expertise whenever and wherever suits you best.

Trusted By Credit Union Leagues and Associations All Over the World

What Do Our Past Students Think About Our Courses

5 star rating

Module 7: Board Communication Skills

Tom Bush

Great insights on how to effectively communicate as a board.

Great insights on how to effectively communicate as a board.

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5 star rating

Very insightful and easy to follow and understanding

Sophia Allbert-Charles

Clearly understood and very relevant

Clearly understood and very relevant

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5 star rating

Great course

DeAnna Ferguson

This module was extremely helpful!! I learned alot.

This module was extremely helpful!! I learned alot.

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Key Workshop Outcomes

  • Enhanced Lending Expertise

    Enhanced Lending Expertise: Gain comprehensive knowledge of consumer lending practices, including loan structuring, documentation, and regulatory compliance, enhancing your ability to make informed lending decisions and better serve credit union members.

  • Effective Marketing Skills (Using ChatGPT)

    Develop targeted marketing strategies using CHATGPT for various consumer loans, learning how to effectively reach and engage potential borrowers, ultimately driving loan growth and member satisfaction.

  • Practical Knowledge through "Real World" Situations

    Apply theoretical knowledge in real-world scenarios with interactive case studies, fostering a deeper understanding of consumer lending dynamics and improving problem-solving skills in complex lending situations.

Bonus material

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  • Consumer Loan Job Aids and Templates

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  • Save Time with ChatGPT Promts

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  • Optional 30 min Private Discussion/Question with Instructor

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Workshop Details

This comprehensive workshop is designed for credit union professionals looking to deepen their understanding of consumer lending. It covers the fundamentals of the lending process, effective marketing strategies for consumer loans, decision-making criteria, and practical application through case studies.

    1. Introduction to Consumer Lending in Credit Unions.

    2. Overview of Various Types of Consumer Loans.

    3. Understanding the Role and Impact of Consumer Lending in a Credit Union's Portfolio.

    1. Strategies for Effectively Marketing Consumer Loans

    2. Understanding Customer Needs and Tailoring Loan Products

    3. ChatGPT and Digital Marketing Tactics for Reaching Potential Members

    1. Deep dive into the five C's of credit: Character, Capacity, Capital, Collateral, and Conditions

    2. How these Principles Guide Lending Decisions in Credit Unions

    3. Case Studies Illustrating the Application of the Five C’s

About this course

Who Should Attend

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  • Learn the fundmentals of consumer loan structure, documentation, and compliance.

  • Gain insights on how to market consumer loans to maximize reach and effectiveness

  • Apply consumer lending principles in practical scenarios to reinforce learning

Instructor(s)

Principal Ancin Cooley

Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and serve members. Synergy accomplishes this through a suite of services that includes: supervisory committee training, director training, strategic planning, loan review, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 15 years of experience to the industry. Ancin honed his skills while working at the US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $100 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin currently teaches 4 Supervisory Committee schools.

Pricing options

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