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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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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Consumer Lending

Consumer Lending, a core credit course for retail lenders, uses the proven Decision Strategy™ method to teach a systematic approach to making consumer loan decisions. Consumer Lending begins with a comprehensive, six-module eLearning course with many case studies and practice opportunities. Preliminary Assessment lays the groundwork for evaluating whether the loan request is within policy

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Advancing Customer Connections

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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Understanding Personal Cash Flow

Understanding Personal Cash Flow is an ideal course for wealth managers, private bankers, personal bankers, and consumer and business lenders who must evaluate the financial capacity of individuals as borrowers or guarantors. Understanding Personal Cash Flow begins with a two-module eLearning course that guides participants through the evaluation of personal assets and liabilities, and the

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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 and scenarios. It begins with

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