Thank you for visiting the Omega Performance website.

Omega Performance is now a Moody’s Analytics company. Moody’s Analytics’ continues to evolve, innovate and grow, if you’d like to learn more about our products and services please click here

You will be redirected in 5 seconds.

Category: Sales

What’s the Cost of a Problem Loan?

August 12, 2018

What’s the Cost of a Problem Loan? A business owner comes in to your financial institution seeking a $2 million loan. She meets with one of your lenders, the underwriting process is completed, and the loan is approved. But what steps are you taking to ensure that your staff is appropriately evaluating industry, management, and

READ MORE
Banking, Commercial, Credit, Sales, Small Business, Training

How to Improve Customer Service in the Banking Industry

July 2, 2018

How to Improve Customer Service in the Banking Industry After just one or two negative interactions with a financial services organization, customers might choose to take their business elsewhere. If this happens enough times, it can cause great losses to your organization. How can you create consistency in how your frontline staff interacts with customers

READ MORE
Banking, Personal, Sales, Training

How to Turn Credit Skills Into Meaningful Conversations

April 20, 2018

When it comes to winning and expanding small business relationships, financial institutions are expecting more and more of their branch managers. At the community and regional banks, saving banks, and credit unions she consults with, there is a movement toward getting branch managers out of their branches and into the lucrative small business market, says

READ MORE
Banking, Credit, Sales, Small Business, Training

Reducing Frustration in the Lending Cycle

April 10, 2018

Reducing Frustration in the Lending Cycle It’s a scene that’s all too familiar. Having met with a prospective customer several times, your relationship manager has prepared and tendered a loan submission. Your underwriters have begun their review, but quickly find that it’s lacking the information they need to complete their analysis. They reach out to

READ MORE
Banking, Sales, Training

Help Your Lenders Build Value-Added Relationships

March 27, 2018

Help Your Lenders Build Value-Added Relationships Do your relationship managers struggle with translating their credit skills into “sales speak”? New for 2018, our Effective Credit Conversations Course starts with a short eLearning course that introduces the credit conversation strategy, the framework used to merge sales and credit skills.

READ MORE
Credit, Sales, Training

Attributes of Successful Small Business Lenders

March 14, 2018

Attributes of Successful Small Business Lenders Successful relationship managers wear many hats, and are able to blend their credit and conversation skills, in order to drive sales for their managers, get the right information to their underwriting team and please their customers. Here are some of the skills that successful small business lenders must have

READ MORE
Banking, Credit, Sales, Small Business, Training, Uncategorized

Bridge the Gap Between Lending and Sales

February 26, 2018

Bridging the Gap Between Lending and Sales Business lenders face challenges that those in typical sales roles do not. They have to qualify businesses to determine whether they can sell to them; assess business, industry, and financial risks; and uncover management’s strategies for addressing those risks. Business lenders must also have the requisite credit skills

READ MORE
Banking, Credit, Sales

Three Conversations Successful Small Business Lenders Have

February 13, 2018

Three Conversations Successful Small Business Lenders Have Smart small business lenders know that in order to be successful, they must have the skills to build long-term relationships with clients, and effectively communicate with underwriters to develop appropriate solutions that leave all parties satisfied. By breaking the lending process down into a series of three targeted

READ MORE
Credit, Sales, Small Business