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CUBG WEBINAR | The Loan Application Package
Aug. 3, 2010  11:00 AM - Aug. 3, 2010  12:30 PM

The Loan Application Package | BUSINESS LENDING 101

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

Pricing:  First login free for CUBG Member Credit Unions ($69/additional); $99/login for all other participants

 
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