Lending Boot Camp

WHO SHOULD ATTEND

This training is for any employee that is involved in the “lending” event, or anyone in a member contact, sales & service position.  CEO’s, managers and supervisors can also benefit from this training, as focus will be on self-management and accountability by the employee.

WHAT IS THE VALUE

This training will focus on developing the sales abilities of the attendee.  These abilities include:

- Attitude and self awareness

-Self motivation

-Product knowledge

-Opportunity awareness

-Cross-selling & Up-selling behaviors

-Presentation skills

-Belief in what you are doing

-Revenue generation and importance

Focus will be on discovering what can be done to not only MAKE the loan, but how to open up your entire product & service portfolio to your member.  The training will provide an intense examination of the loan application and credit report, and how these instruments can provide the keys to creating financial security for your members.

RESULTS

The attendee should come away with a renewed sense of their purpose, belief in the credit union movement, and a foundation for growth in their personal and business development.  The credit union should see increased productivity, greater efficiencies, and an attitude that supports their mission statement.

WHAT TO BRING

The registration fee includes all materials, 2 breaks and lunch.  Attire will be casual.

A sample loan application will be supplied by CUNA Mutual Group, however, we recommend that the attendee bring their own credit union application(s) if different from the LoanLiner Lending System Application.

Your Trainer

Kevin Denver is the Director of Member Services for the Tennessee Credit Union League. Kevin’s prime focus is helping credit unions grow and serve their members, and promoting the credit union philosophy throughout Tennessee.

Kevin began his credit union career over 30 years ago, starting as a loan counselor with Chattanooga TVA Employees Federal Credit Union, then as the Assistant General Manager with Dupont Community Credit Union, and finally found a job as the CEO of City Employees Credit Union. Kevin has worked at every position in a credit union, including the janitor, and has been involved with credit union associations on the national, state and local levels.

In 1991 Kevin joined the CUNA Mutual Group as an Account Manager serving the small to mid sized credit union markets in Tennessee. In October of 2006, Kevin had the opportunity to become part of the Tennessee Credit Union League, which would allow him to further serve the movement through the trade association route.

Kevin attended the University of Tennessee at Chattanooga, and majored in business and beer. He has earned the Certified Credit Union Executive and Certified Financial Services Professional designations, and is a fully licensed insurance agent in four states.

Kevin has been married to his first wife, Jane, for over 32 years and has 2 grown children, Jon 23 and Jenny 25, whose life ambitions are to spend every dollar of their parents money. Kevin enjoys playing poor golf, cooking excellent food and makes his home in Hixson, Tennessee.

Dates and Locations

Agenda: Registration 8:45 a.m., Program 9:00 a.m. to 4:00 p.m., Lunch 12:00 p.m. to 1:00 p.m.

Educational Investment

$299 per person.  Lunch is included.

Early Bird rate: $199 per person per day for registrations received by:

Chattanooga session:

Knoxville session:

Memphis session:

Nashville session:

Credit unions with assests less than $2 million, FREE.

On-Demand Training in your credit union

Lending Boot Camp can be presented privately on site at your credit union.  On Demand Training can save time, save travel costs, and can even be tailored to suit your needs.  On Demand Training allows your staff and volunteers to learn together and support each other in practicing their new skills.

On Demand Training is $1,500 per day plus expenses.  For more information, contact Kevin Denver at your League at 800-572-7359, extension 143 or kdenver@yourleague.org.

Registration Form

Attire

Business casual. Be sure to bring a sweater, as personal comfort levels vary.

Questions or Special Needs

Call your CU Information Center at 800-572-7359 or 423-899-2425, extensions 119 or 138. Or e-mail Cynthia Dunn at cdunn@yourleague.org or Trish Patterson at tpatterson@yourleague.org.

Cancellation: Refunds (less a $50 processing fee per person) will be granted for cancellations received in writing 10 days prior to the conference.  After that, substitutions are welcome.