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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Business Lending Fundamentals

Business Lending Fundamentals teaches your organization’s business lenders how to uncover borrowing needs and identify potential credit solutions for businesses that generate up to $5 million in revenue. Business Lending Fundamentals begins with a five-module eLearning course that emphasizes the asset conversion cycle as a framework for discovering and discussing borrowing needs. As they progress

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Commercial Loans to Small Business

Our industry-leading Commercial Loans to Small Business course teaches your organization’s business bankers, lenders, analysts, and underwriters how to use the Decision Strategy™ to analyze lending opportunities with businesses earn less than $15 million in annual revenue. This risk assessment-focused training solution begins with a comprehensive, seven-module eLearning course that first examines the asset conversion

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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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Building Small Business Acumen

Building Small Business Acumen introduces the business-related concepts and terminology that will help your organization’s small business bankers and branch managers have knowledgeable, meaningful conversations with small business owners. Building Small Business Acumen begins with a one-module eLearning course that emphasizes the importance of “thinking like a small business owner” when considering the challenges 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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Collaborative Small Business Conversations

Collaborative Small Business Conversations teaches lenders how to leverage their knowledge of business-related concepts in order to conduct effective conversations with small business owners regarding cash management and borrowing needs. Collaborative Small Business Conversations begins with a short (2- to 3-hour) eLearning course that introduces the High-Impact Sales Process, a practical framework for preparing and

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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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