eTrain Webinar: Loan Officer 101

Program Description

Strong successful lending programs begin with loan officers who have strong foundation knowledge of the underwriting basics of lending. If you are a new or aspiring consumer loan officer, join us for this discussion of the important basic steps and criteria for approving member loan requests.

Join credit union lending expert Rick Menton in this discussion about:

  • Today’s loan marketing environment
  • Lending policies
  • Analyzing the application
  • The Five C’s of credit
  • Credit report evaluation
  • Credit scoring
  • Verification of income and employment
  • Debt ratios / adjusting debt ratios
  • Evaluating Collateral

Who should attend?

This program is intended for staff who seek a solid knowledge of basic lending principles.

About the presenter:

Rick Menton is an exciting credit union presenter and seminar leader, based in Tulsa, OK, who has made presentations in every state except Alaska.  His presentations are based on nearly 40 years of experience in consumer finance companies, league and trade association management for 2 different state leagues, various credit unions, and as a credit union CEO.  He has led presentations on lending, collections, board governance, policies, strategic planning, employee relations and more.

Rick received the "Hometown Hero" Award from the mayor of Tulsa as someone instrumental in helping to boost the Tulsa economy by bringing new business to the community. He has served on the board and as chairman of Consumer Credit Counseling of Minnesota. He has received CUNA's Certified Credit Union Executive (CCUE) designation and the Certified League Executive (CLE) designation from CUNA and the University of Wisconsin's Management Institute.  He received his degree in communications from the University of Minnesota.

Don't miss a minute of the exciting eTrain webinar series! For more information about upcoming programs, please email your questions to or call 800.472.1702 and select option 2.

March 22, 2018    11:00 am - 12:30 pm MT
Your Office or Home
FREE for Power Learner Passport
$195 for League Member Non-PLP
$390 for Non-League Members

register for event


Thu, Mar 22, 2018 11:00 AM to 12:30 PM

(801) 972-3400