Consumer Lending Boot Camp
The 2024 WBA Consumer Lending Boot Camp will be held October 2-3 at the Wisconsin Bankers Association Office in Madison. Classes will begin at 9:00 a.m. on Wednesday and conclude at 3:00 p.m. on Thursday.
About the Boot Camp:
This program was developed to help bankers build the foundation and skills necessary to become a successful consumer lender or processor. Students will learn the process of basic lending and then put it into practice through various exercises and case studies. The course includes instruction from and use of the ABA 7th Edition Consumer Lending Textbook, which covers the essentials of the consumer lending business today and explains the important and relevant features, processes, and laws. The 400+ page textbook will provide additional opportunities for training and development upon returning to the bank through further reading.
Curriculum Includes:
- Dynamics of Lending: understanding lending’s role in the bank and the importance of the lending decision.
- Lending Compliance: including an overview of regulations geared for new lenders.
- Lending Principles: a look at the 5 C’s of credit, understanding the credit report, understanding your bank’s loan policy, evaluation and quality assurance.
- Consumer Lending
- Types of consumer loans
- Terminology
- Application process and documentation
- Sales/relationship building
- Case study application
Who Should Attend:
This program will provide fundamental-level instruction appropriate for loan officer trainees, loan support personnel, new lenders, branch managers, universal bankers, and personal bankers. Attendees will receive a certificate of attendance.
Registration Information:
The registration fee of $550 includes program registration, instruction faculty provided materials, a hard copy of the ABA 7th Edition Consumer Lending Textbook, daily lunch buffets and refreshment breaks.