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Cost: Complimentary Duration: 57 minutes Hear from an expert with more than a decade of experience in SBA lending. A robust SBA lending program can help your credit union diversify your commercial lending and strengthen business relationships. What are some of the key things you should know as you build or expand your credit…
Cost: Complimentary Duration: 52 minutes Today’s competitive lending market and selective collateral appetite make securing new commercial loans a challenge for credit unions. Carving out a niche and differentiating yourself will allow your commercial loan program to capture established markets, increase your pipeline, and escape the competition while serving your members’ borrowing needs. Blanket…
Cost: Complimentary Duration: 47 minutes Interested in SBA lending? CUBG can help bring SBA to your credit union! SBA loans are an excellent way to help borrowers in your community, and can help your credit union diversify its commercial lending. In this session, hear a summary of CUBG’s SBA services and a look at…
CU Business Group’s Closing Loan Documents will familiarize your staff with the documents needed to close a member business loan. Participants will learn the specific uses of each form, the general closing process and the information included in the closing package. The webinar will cover various loan documents normally used in a member business loan package such as:…
Conducting an effective interview with a business member is a key component of a successful business services program. This webinar will review the following interviewing tools and techniques: Key questions and techniques to help staff learn about the member and their business Open/closed and other types of questions – how to best choose your question and…
Cost: Complimentary Duration: 68 minutes In this recording from a live session on May 20, 2021 – join CUBG and expert attorney Anthony Geraci of Geraci LLP for a deep dive into the world of commercial loan guaranties. Learn how to protect your credit union from losses as we discuss: Challenges and real-world strategies…
Duration: 65 minutes Legal and regulatory trends are opening up new ways for credit unions to expand commercial lending into the cannabis industry Cannabis lending is a niche market that some credit unions are now capitalizing on. There are a variety of ways a credit union can engage this unique industry for profitable lending….
This new webinar gives your lending and field staff an in-depth look at the CUBG underwriting process. During the webinar we’ll clarify the process and discuss how you can make the approval process even quicker for your members. After this webinar you will: Have a better understanding of the different underwriting services available to you Thoroughly understand…
Duration: 66 minutes Many credit unions have large portfolios of CRE that will be maturing in 2024. Some of these loans may already be struggling due to economic conditions, and the rapid increase in interest rates over the past year may further impact cash flow. Properly managing these loan maturities will be key to…
This webinar gives an overview of the most common regulations and compliance issues CUBG’s business deposits experts are asked about. This video serves as a training tool for credit union staff of essential regulations impacting business accounts. The topics covered in this course include: Regulation D (Reserve Requirements) Regulation CC (Check Holds) Regulation GG (Internet Gambling)…
Duration: 33 minutes CU Business Group’s The Basics of Business Entity Type gives a summary of the most common types of business entities you’ll encounter as a credit union. These business entities include sole proprietorships, DBAs, corporations, limited liability companies, partnerships, associations, and campaigns. Some of the topics covered in this course include: A…
This basic webinar is designed to familiarize loan officers with the terms and purpose of various forms of short-term lending with a focus on revolving lines of credit. This introductory webcast will provide the participant with a high level overview on how to determine whether a revolving line of credit is the appropriate product to meet a…
This webinar focuses on the information needed to pull together a complete loan package. Participants will learn how to take a loan application, gather appropriate documents from the borrower, and review key financial data to better understand the borrower’s financial situation. Specific areas covered include: The application checklist The loan application Personal financial statements Tax returns and business…
Recorded from a live session on March 27, 2020. Hear workout strategies and ideas credit unions across the country have shared, along with advice from CUBG’s team of experts. CU Business Group works with almost 600 credit unions throughout the U.S. Join CUBG’s experts for this timely webinar on identifying at-risk industries and borrowers, and…