Insurance Trust University is pleased to host a special Spring Lending School to be held at Hollywood Casino Hotel in Bangor, ME on May 7-8 2018. This dynamic workshop is designed for CEOs, executive management, lending managers and loan staff and will be split into two focused 1-day sessions presented by renowned credit union industry speaker, Brett Christensen. After the event, enjoy the casino or step outside and explore the great restaurants and nightlife that downtown Bangor, ME has to offer.

 

CEO & Management Session – Monday, May 7, 2018

Designed for credit union CEOs, lending managers and aspiring lending managers to receive knowledge that will improve their department’s overall lending and sales results. Some of the topics that will be covered with specific advice and best practices include:

  • Loan Department Productivity and Efficiency
  • Loan Product & Rate Design
  • Successful Collections
  • Sales Culture Development

Loan Officer and MSR Session – Tuesday, May 8, 2018

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 including the following topics & more:

  • Lending is an Attitude!
  • Improving Individual Sales Skills
  • Learning to Tailor Your Approach in the Loan Interview
  • Selling Ancillary Insurance Products

 

Brett Christensen

Brett is the owner of CU Lending Advice, LLC based in Euless, TX and has worked directly with credit unions across the U.S. and Canada as an educator and consultant on focused lending topics for more than 10 years. The 2-day lending school program that Brett has created is designed to provide specific advice and best practices that help to improve lending process and sales results as well as refresh lending expertise and explore the critical essentials for lending success. Prior to his experience as an educator, Brett worked for five years at Clark County Credit Union in Las Vegas, Nevada and has served in the United States Air Force as a Civil Engineering Officer.

 

For registration information, please email Marketing Director Seth McClellan at smcclellan@insurancetrust.us.