Texas Crossroads Chapter Workshop
Tuesday, October 21, 2014 9:00 AM

Tuesday, October 21, 2014
Bay City, Texas
A One-day Workshop 9 AM to 5 PM
All Aspects of Lending at Your Credit Union

Presenter is Credit Union Lending Expert
Pierre Cardenas, MBA, NCCO

Pierre has nearly 30 years of experience in the financial market place–mostly working with credit unions. Pierre has managed consumer, mortgage, indirect and commercial programs along with building delivery channels. With experience in compliance, operations, sales and service, he enjoys presenting a range of lending topics that are focused on helping credit unions achieve their success.

The October 21 Chapter Workshop will include the following:

  • Understanding your Lending Limitations (bring a copy of your loan policy)
    • Identify your lending policies and where your CU might be losing opportunities
    • Incorporate new policies to compete more aggressively for new loan business
  • The Art of Lending – Underwriting 101
    • Loan structuring techniques
    • The 4-P’s to be aware of
  • Data Mining for Success
    • Capture Member Loans that you otherwise would not have known about!
    • Identify value propositions for your members--offering them a compelling lending option
  • Relationship Lending
    • Learn principles of managing member relationships to help underwrite loans. Evaluate the relationship for expanding services.
  • What is your question? Q&A Discussion

The Texas Crossroads Chapter of Credit Unions received a grant from the Cornerstone Credit Union Foundation in support of this Workshop.  Please plan to attend now; the Registration information will be sent to you soon.

PDF Texas Crossroads October Chapter Training