Loan Documentation prepares your lenders to thoroughly and accurately evidence business and consumer loan transactions by teaching them to identify the authorized signer (in the case of business loans), collect the appropriate documentation, and properly execute subordination and security agreements. Loan Documentation training comprises a two-module eLearning course that incorporates real-world examples to demonstrate the varying
READ MOREMinimizing and Managing Problem Loans teaches your organization’s lenders, underwriters, and analysts how to detect and evaluate early warning signs that a loan has potential weaknesses and may become problematic, so that they’re able to take the appropriate actions to mitigate the contributing factors and protect your financial institution. Minimizing and Managing Problem Loans comprises
READ MORECourse: Performance Planning Session The Performance Planning Session is a facilitated executive session designed to build organizational alignment as your financial institution prepares to launch a retail sales training program initiative centered on Omega Performance’s CON2ECT Customer Experience Model (or, in the case of credit unions, our CON2ECT Member Experience Model). The session is preceded
READ MORECourse: Commercial Loans to Business An Omega Performance flagship course, Commercial Loans to Business teaches your commercial lenders how to use our industry-recognized Decision Strategy™ to systematically evaluate credit opportunities with businesses that earn more than $20 million in annual revenue. Commercial Loans to Business begins with a comprehensive, seven-module eLearning course that incorporates real-world
READ MORECommercial Real Estate Lending training teaches your lenders how to use the Omega Performance Real Estate Lending Decision Strategy™ to thoroughly evaluate investment real estate financing opportunities. Instruction begins with an eight-module eLearning course that focuses first on the simple and complex real estate ownership structures that lenders may encounter, and then on the types of
READ MOREFinancial Accounting for Lenders—ideal for anyone at your financial institution who must be able to understand and assess accrual-based financial statements—explores fundamental accounting and cash flow concepts from a lender’s perspective. The seven-module eLearning course begins with an exploration of the objectives and characteristics of quality financial reporting, and an examination of the revenue and
READ MOREEffective Credit Write-ups prepares your lenders and analysts to write high-quality, risk-focused credit analysis write-ups that adhere to your organization’s standards and expectations and expedite the loan approval process. Prior to this one-day, customized workshop, an Omega Performance facilitator will review your organization’s credit write-up template, and meet with you to discuss your organization’s specific
READ MOREAdvanced Cash Flow teaches your commercial credit analysts and lenders how to use advanced analysis techniques to fully understand the drivers of a business’s cash flow, and use that understanding to evaluate loan opportunities and craft successful loan structures. In this one-day, instructor-led workshop, participants first review Decision Strategy™ concepts and the role cash flow
READ MORECourse: High-Impact Prospecting and Networking High-Impact Prospecting and Networking teaches business lenders how to improve their customer acquisition strategy by building a network of centers of influence, skillfully prioritizing leads, and successfully converting telephone calls into appointments. Unlike other courses in the sales training arena, this blended learning solution is built on financial services-specific examples
READ MORECourse: Collaborative Business Conversations Collaborative Business Conversations prepares your commercial lenders to conduct customer-focused conversations that provide them with the information they need to successfully identify and structure appropriate risk-based credit solutions. Collaborative Business Conversations begins with a short (2- to 3-hour) eLearning course that introduces the High-Impact Relationship-Building Process, a simple, five-step framework that
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