WBA Consumer Lending Boot Camp

2025 WBA Consumer Lending Boot Camp

November 17–18, 2025
Wisconsin Bankers Association Office, Madison, WI

Program Schedule:

• Day 1: Begins at 9:00 a.m.
• Day 2: Concludes by 3:00 p.m.

Build a Solid Foundation in Consumer Lending

Designed for those new to consumer lending or loan processing, this two-day boot camp provides practical training and insights to help participants become effective, confident consumer lenders. Through a mix of instructor-led sessions, group discussions, case studies, and hands-on exercises, students will explore the entire consumer lending process.

What to Expect

• A thorough introduction to consumer lending concepts and responsibilities
• Skill-building in application review, customer interviews, and credit analysis
• Case study work using real-world lending scenarios
• Exposure to key regulations and compliance considerations
• A chance to collaborate and learn from experienced instructors and peers
• Preparation for future training opportunities, including WBA’s Residential Mortgage Lending School and Loan Compliance School

Training Materials

All participants will receive the ABA’s 7th Edition Consumer Lending Textbook, a comprehensive resource covering the consumer lending environment. This textbook offers continued learning opportunities after the program ends.

NEW: As part of our commitment to sustainability, all school materials will be provided electronically. Please plan to bring a laptop or tablet to access the materials during the boot camp. If you prefer a printed copy, you’re welcome to print the materials yourself in advance. Materials will be emailed to all registered attendees three business days prior to the start of the program.

Core Curriculum Topics

• Dynamics of Lending: Understand lending’s role in the bank and how lending decisions are made
• Lending Compliance: Introductory overview of key regulatory requirements for new lenders
• Lending Principles:
  • The 5 C’s of Credit
  • Credit report fundamentals
  • Bank loan policy and quality assurance
•  Consumer Lending:
  • Loan types and terminology
  • Application and documentation process
  • Relationship building and sales techniques
  • Hands-on case study exercises

Who Should Attend
This boot camp is ideal for those seeking a solid foundation in consumer lending. It is especially suited for:

•  Loan officer trainees
•  Loan support personnel
•  New lenders
•  Branch managers
•  Universal bankers
•  Personal bankers

All attendees who complete the full program will receive a Certificate of Attendance.

Program Requirements
To earn the certificate, participants are expected to:

•  Attend and participate in all sessions
•  Complete any pre-session assignments
•  Engage actively in class discussions and group work

Registration Details

Boot Camp Fee: $550 per attendee
Includes:

• Full program instruction
• Hard copy of the ABA 7th Edition Consumer Lending textbook
• Electronic access to all boot camp materials
• Daily lunch buffets and refreshment breaks

Cancellation & Substitution Policy

Cancellations received five or more business days prior to the start of the program will be refunded, minus a $150 administrative fee.
All cancellation and substitution requests must be submitted in writing to WBA Education.

Hotel Accommodations

For a list of nearby hotels offering special rates for WBA members, please visit:
wisbank.com/Hotels