Products
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Basic Personal and Business Tax Return Analysis (2024-04-10)
CourseBank personnel are required to obtain and interpret tax returns for both commercial and consumer lending purposes. Part 1 of this loan webinar is on personal tax return analysis while the 2nd part will focus on analyzing business returns. W202410380B
$295
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Treasury Services Training - Setting Limits and Approving Over-Limits for ACH and RDC Clients (2024-04-10)
CourseThis session covers exposure as defined by NACHA Rules, understanding what type of calculation works best, best business practices for avoiding setting limits too high/low, and best business practices for handling temporary over-limits. W202408790A
$295
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Documenting Deposit Accounts: Disclosures, Documentation & Details for Consumer & Business Accounts (2-parts) (2024-04-03)
CourseThis 2-part session will dissect all of the issues with account ownership and documentation of personal, business, estate and trust accounts. We will walk through the account opening operation from the starting gate to the finish line. T202411180A
$395
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Your Credit Policy: Writing, Implementing and Maintaining (2024-02-28)
CourseCredit policy is the rule book for an institution's credit risk management strategy, and reflects the organization’s credit culture. The market and the regulatory agencies expect the credit policy to be accurate, current, and succinct. W202411800A
$295
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Asset Based Lending: Policy and Underwriting Guidance for Borrowing Base Lending (2024-02-28)
CourseAsset-based lending (ABL) is a form of commercial lending to finance safely the working capital needs of a borrower whose cash flow may not support debt repayment. This session will explain how the ABL policy and process must work. W202411760A
$295
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Generative AI (ChatGPT) for Financial Marketers: A Beginner's Toolkit (2024-03-12)
CourseInsightful webinar tailored for CEOs, CMOs, marketing directors, and coordinators. Explore the world of Generative AI, understand its fundamentals, and learn how to leverage it to enhance efficiency in your marketing strategies. W202411770A
$295