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
Purchase Terms & Conditions
After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.