Skills +
In organizations of every size, sustainable growth requires knowledgeable and well-trained personnel. The more deeply committed the credit union is to the development and growth of its staff from teller to CEO, the better equipped the institution is to work together and achieve new heights. It is the credit union philosophy of ‘People Helping People’ which our training and development are based on to provide the knowledge and skills necessary to address the needs of your membership in an everchanging economy.
Is Skills + for you?
This is a program for the credit union that desires specifically focused training for their team members to ingrain proven best practices within a narrowly defined topic. Some examples include:
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Reading and Interpreting Credit Bureau Reports
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Interview Techniques When Taking a Loan Application
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Planning and Executing an Effective Collection Phone Call
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Maximizing Your Penetration Rate on Credit Life & Disability Coverage
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These topics are usually organized in 1-hour modules and at the present time, there are over 30 modules in our library. Clients can mix and match their topics to receive a truly customized training experience.
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Event options include:​​
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1 topic is Brown Bag Lunch/Breakfast
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3 topics Half Day
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6 topics Full Day
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12 topics 2 Full Days
Skills+ Modules
Hand-tailored courses are designed to Plus-Up the skill level of your organization.
Lending+
Lending Philosophy
The “3C’s”
Application Interviewing
2 Modules
Reading CBR’s
Qualitative Evaluation of CBR’s
FICO & DTI – Why?
Application Decisioning
Selling Credit Life & Credit Disability
Loan Structure
Upselling, Cross-Selling & Down-Selling
Closing the Loan
Final Solicitation
2 modules
Collections+
Late Notices & Letters
Payment Arrangement Guidelines
Planning the Collection Call
The Call Recipe
2 Modules
The Art of Negotiation
The Collection Toolbox
FDCPA
FCRA
ECOA
SCRA
DTPA
Repossession
2 modules
Bankruptcy
Litigation
Skip Tracing
2 modules
Charge Off Recovery