OVERVIEW
This Module will help your bank tap into the lucrative small business market by providing your staff with the skills they need to successfully evaluate the credit needs of small businesses and establish credibility with their owners.
RESULTS & BUSINESS BENEFITS
Upon completion, participants will be able to:
- Conduct meaningful discussions with business owners about operations and borrowing needs
- Assess the industry position, business growth stage, and management
- Evaluate business loan requests to determine whether they represent bankable opportunities
- Understand the various components of a borrower’s financial statements
- Improve communication and productivity between origination and underwriting
WHO SHOULD ATTEND
- All new staff in credit,
- Branch managers,
- Assistant Branch managers,
- Small business credit officers,
- Relationship officers.