Duration: 68 minutes For more than 20 years, CUBG has been helping credit unions underwrite, document, and manage commercial real estate loans. During this time, our expert staff have fielded thousands of questions related to CRE lending. This webinar from July 27, 2023 shares the 20 most common questions CUBG receives from credit union…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 58 minutes With liquidity, interest rate, and credit risk concerns, 2023 is shaping up to be like no other in the history of the credit union industry. Join CUBG in this webinar recording from March 9, 2023 for the information you need to successfully navigate the challenges that lay ahead and prepare for…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 85 minutes Having a thorough understanding of all borrower and guarantor investments, especially in real estate, is vital for an accurate financial analysis. Reviewing borrower and guarantor K-1s is critical for gaining a complete picture of cash flow and the impact of any related entities. The Schedule K-1 tax form reports a partner’s…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 63 minutes Having a full understanding of the financial position of the borrower and guarantors is imperative in underwriting. In this webinar from August 17, 2023 CUBG’s Mike Smith shows how to use the personal financial statement to better analyze business and property owners as a potential source of repayment. We review important financial…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 60 minutes Asset-based lines of credit are loans secured by equipment, inventory, or accounts receivable and used by businesses to fund working capital needs. Offering asset-based lines of credit can help your credit union better serve your business members by providing them with the funds they need to further grow their business. Recorded…
Select options
This product has multiple variants. The options may be chosen on the product page
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…
Duration: 93 minutes Recorded from the live presentation on January 26, 2023, this webinar gives key decision makers the information and knowledge they need to successfully oversee your credit union’s business lending program. We’ll review MBL regulations and important regulatory issues as well as the importance of cash flow and how to calculate it…
Select options
This product has multiple variants. The options may be chosen on the product page
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:…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 65 minutes Reviewing CRE appraisals is a regulatory requirement, and a critical part of loan underwriting. Many of the findings from appraisal reviews are important to include in the credit presentation and key in making a decision on the loan. In this special webinar from October 11, 2022, learn about performing, understanding, and…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 97 minutes Construction and development (C&D) loans can be lucrative for credit unions. However, C&D lending also poses a variety of unique challenges. Whether you are looking to get started in construction lending or interested in enhancing your current program, this webinar from August 8, 2024 will give you the tools you need…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 88 minutes The audit department plays a vital role at your credit union, but do they have the training and resources they need to understand commercial lending? Encourage them to view this webinar from June 22, 2023 on commercial lending, designed specifically for auditors. We’ll share: What the NCUA and other regulators are…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 62 minutes Collateral analysis is a key component of commercial loan underwriting. As a commercial lender or credit analyst, knowing how to read an appraisal is a critical part of the loan approval process. This webinar from February 9, 2022 will help you understand appraisals and how to use them in gathering much…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 60 minutes The combined regulatory agencies, including the NCUA, recently issued Interagency Guidance on Credit Risk Review Systems outlining their expectations on how financial institutions should independently review and manage credit risk. So what does this guidance mean for your commercial lending program? “This sets the bar much higher for how a credit…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 47 minutes Small businesses are a great source of stable core deposits for credit unions. In this session from April 26, 2023 we discuss how your credit union can capture the deposits of small and micro businesses by creating a robust small and micro business loan program. We show which business types to target,…
Select options
This product has multiple variants. The options may be chosen on the product page