A guided, virtual version of CUBG's most requested business lending course, it delivers a comprehensive look at credit union business lending. Through engaging videos, hands-on case studies and two live class meetings, you’ll gain skills and knowledge that can be quickly and easily applied at your credit union.
CUBG will cover topics that will help you succeed in today’s dynamic and competitive business lending marketplace, including:
- MBL and commercial lending rules, best practices, and NCUA and state regulations
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Quickly and accurately screening and evaluating loan requests
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Strategies for analyzing business financial data, including an overview of business tax returns and financial statements
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Evaluating and accurately measuring business cash flow and repayment ability
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Tips on analyzing personal financial data and evaluating guarantors
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Creating high quality credit presentations or approval memos
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Collateral valuation and analysis for both real estate and C&I loans
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Developing a loan proposal, using loan covenants, and turning approved loans into closed loans
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Loan closing procedures, commercial loan documentation, liens and legal issues
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Properly monitoring and servicing business loans, including annual risk reviews and collections
Attendees will receive access to the Bootcamp course modules for the month of the course and can move through the modules at their own pace, then engage with the course instructor and other attendees during the live case study and Q&A sessions.
The Bootcamp course includes:
- Engaging educational videos designed to easily fit into your schedule
- Handouts, templates and worksheets reviewed over the course videos
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Live case studies and Q&A – two live virtual sessions (March 10 and March 28) with the course instructor and other attendees for hands-on case study examples and general discussion about the course materials
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