News Feed »

National Mortgage News: The CRA Plan that Sold the Fed on Two Bank of the Ozarks Deals  |  National Mortgage News: Low Rates Drive Prepayment Speeds to 12-Month High in June  |  National Mortgage News: Fannie Mae Names Winners of Latest Nonperforming Loan Sale  |  CU Times: Five Hurricane Planning Tips  |  Mortgage Daily: Mortgage Complaints Fall From Year Earlier  | IBM Joins Washington Blockchain Trade Group  |  National Mortgage News: Housing Starts Increased More Than Forecast in June  |  Bank of America: Bank of America Declares Quarterly Stock Dividends  |  

Officer Calling: Prospecting, Preparing and Presentation (MLCN42F)

  Pre Recorded Webinar
  60 minutes
Multiple Participants?
Call 1-800-223-8720
for a group pricing

As a banking official, you need to be well-versed with prospecting, preparing and presentation. Learn how!

The hallmark of a good community bank is when it can provide high quality personalized service at a profit. So, it is important that community banks change their motto for additional services from, "our customers will seek out the bank if they need additional services" to "Take nothing for granted."

The lending process isn't limited to just ascertaining the credit worthiness of a potential customer. It is a detailed process, which is rooted in the prospective, investigative and evaluation phases. If this is followed properly, it will give you the accurate information to base your decision on lending potential. It is a crucial step for the actual lending process—where many lenders misinterpret the data, which yields negative results.

As a lender, it is possible that you have missed some of the techniques of business development, which are going to yield positive results. To develop and retain these techniques, you need to include the ability to build and maintain several principles that are required to ensure more suitable lending practices. The principles include the prospect tracking of potential clients and customers and understanding the totality of the customer and their market potential.

As you understand the process, your skills of a business development officer are polished, and it either helps you or hurts you in the prospective and investigative process. Also, negotiation is an art that a lot of people haven't mastered. Join this session, where expert speaker Craig Nelson shows distinct methods and examples of situations that are relevant in the initial process. 

Training Objective:

This session will discuss:

Who should attend?

Order Form
*Single User Price. For multiple users please call 1-800-223-8720
You can also order through

See the Snippet Before You Buy!

Craig Nelson has over 33 years of bank experience with progressively growing responsibilities and expertise and leadership. He began his career in banking with Wells Fargo (formerly named Northwestern Bank Corporation a/k/a Norwest) serving as a staff auditor in 1980. After 33 years of banking Craig... More info

Disclaimer: The content herein does not represent any association between CFPB and Eli Financial LLC. CFPB neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.

We Also Recommend