Spring 2015 Lending School with Brett Christensen

CU Insurance Solutions and CUAlliance are pleased to announce our Spring Lending School taking place on March 16-17, 2015 at The Westin Portland Harborview Hotel in Portland, ME.  This event is part of our ongoing Insurance Trust University training initiative and twice annual live lending school workshops. This focused and informative training program will be split into two 1-day sessions presented by Brett Christensen.

Brett is the owner of CU Lending Advice, LLC. As such, he works directly with credit unions in the U.S and Canada teaching and consulting on various lending topics to professionals that work in the credit union industry.  His personal and entertaining speaking style has also made him a popular and sought out speaker in the credit union industry.


Below is an outline of the topics that Brett will cover in each of the two sessions:


Monday, March 16, 2015

CEO & Management Training

Designed for CEOs, Management and aspiring lending managers to receive knowledge that will improve their department’s overall lending and sales results with a focus on the following topics:

  • Loan Department Productivity and Efficiency
  • Loan Product & Rate Design
  • Loan Delivery Channels
  • Loan Department Organization
  • Loan Policy Provisions
  • Should you utilize a centralized or decentralized lending operation?
  • Indirect Lending
  • Successful Collections
  • Sales Culture Development


Tuesday, March 17, 2015

Loan Officer and MSR Training

Designed for loan officers, member service representatives and all lending professionals looking to refresh their lending expertise; this session will cover lending’s critical essentials and best practices for lending success with a focus on the following topics:

  • Lending is an Attitude!
  • Every Member is Unique
  • Learning to Tailor Your Approach in the Loan Interview
  • Improving Individual Sales Skills
  • Selling Ancillary Insurance Products
  • Building Performing High-Risk Loans in the Interview
  • The “Firm Close”
  • Communicating Denials
  • A Review of FICO Credit Scores
  • Approaches you Should Use When Underwriting
  • Debt Ratio Analysis
  • Loan-to-Value Analysis
  • Secured & Unsecured Guidelines
  • Total & Unsecured Debt Ratio Analysis
  • Debt Consolidation Loans
  • Real Risk Factors vs. Not-so-Real Risk Factors

Both CU Insurance Solutions credit union clients and non-clients are welcome and encouraged to attend.  For registration info please complete our contact form or call Barbara Christy at 207-773-0925