CU Business Group’s Business Lending 101 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 financial statements
- The right questions to ask
Suggested audience: Management, business loan officers, branch managers, and other staff who will take the loan applications from members.
Length: 11 minutes