Loan Documentation

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 comprises a two-module eLearning course that incorporates real-world examples to demonstrate the varying

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Minimizing and Managing Problem Loans

Minimizing 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

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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 training 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 by an in-depth Performance Analysis, conducted by

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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 examples and case studies as

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Commercial Real Estate Lending

Commercial Real Estate Lending 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

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Banker Customer Relationship Training

Advancing Customer Connections builds on the skills covered in Building Customer Connections to teach your branch bankers and managers how to prepare for and execute follow-up meetings that expand their customer relationships. Advancing Customer Connections begins with a short (1- to 2-hour) eLearning course that first emphasizes the value participants can bring to their customers

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Building Customer Connections

Building Customer Connections equips your branch bankers and managers to have the kind of conversations with customers that build loyal relationships and earn additional business for your financial institution. This blended learning solution begins with a short (2- to 3-hour) eLearning course that introduces participants to the six-step CON2ECT Customer Experience Model. As they learn

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Creating Customer Connections

Creating Customer Connections teaches your frontline staff how to create the exceptional customer experiences that will differentiate your organization from its competitors. This blended learning solution begins with a short (one- to two-hour) eLearning course that introduces and explores the teller-specific CON2ECT Customer Experience Model—a practical, six-step model designed to be used during every customer

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Financial Accounting For Lenders

Financial 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

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Effective Credit Write-ups

Effective Credit Write-ups prepares your lenders and analysts to write high-quality, risk-focused credit 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 standards

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