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 | Relationship Account Marketing Ideas
Webcast/Audio Conference - 4/1/2015
During this training session, participants will learn how to win new business and increase existing business without sacrificing their professionalism or feeling pressured to make conquest ... | | Find Out More |
 | FHA Direct Endorsement - DE Underwriting
Webcast/Audio Conference
Our FHA Direct Endorsement Underwriting provides the training you need to adequately understand and underwrite mortgage loans to FHA standards. Upon completion of this FHA DE Underwriting ... | | Find Out More |
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Improve your knowledge and industry standing!
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Products & Services to help manage and grow your career!
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HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales | |
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What To Do
When A Customer Dies
Ironically when a financial institution finds out that a deposit or loan customer has died, confusion and dread seem to be the normal reaction.
This two-hour webinar will walk you through the complicated process of dealing with a customer's death, both on the deposit and loan side; as well as the unique issues of dong business with the decedent's estate.
Topics of Discussion:- What documents are required upon the death of an individual?
- What actions should the financial institution take on deposit accounts owned by the decedent?
- How does the financial institution deal with the decedent's estate?
- What does the financial institution do if there is not an estate?
- What happens if the decedent had a safe deposit box?
- How should the financial institution handle "death" as a default on a loan?
- What does every lender need to know about doing business with the borrower's estate?
- What steps can a financial institution take to protect its collateral after the borrower has died?
- How does the financial institution handle issues of guarantors, setoff and insurance once the borrower has died?
- How does the death of a key person affect the borrowings of Corporations, Partnerships, Limited Liability Companies, Trusts and other legal entities?
| | ... More Details / Purchase |
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RC-C Loan Codes
For The Call Report
Loan information on the Call Report provides critical credit information for regulators, especially in today's environment. The rules for coding loans reported on schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, and past dues and non-accruals.Â
This training course will help you learn the classification priority for reporting loan information correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.Covered Topics:- How and when to code loans based on borrower, purpose, or collateral
- What qualifies as real estate collateral
- When to report a non-farm, non-residential secured loan as owner occupied
| | ... More Details / Purchase |
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ABC's of FHA Lending - 2014 Edition | Everything you need to know about FHA! This course teaches you how to originate, process and close FHA loans.
It goes through the forms, calculations, loan amounts, origination tactics, processes, and restrictions to originating a successful FHA loan - and teaches you how to save time weeding out the un-doable deals! Includes case studies, forms, worksheets, checklists, and specific examples to illustrate each calculation.
| | Other Books: | | See More Books |
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| DesignationsConferences & EventsSecurities LicensingSales Training |
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Loyalty Marketing – Ensure Your Bank’s Customers Are Cradle To Grave
Safe Deposit Boxes - The Pitfalls of Vault Security, Disasters and Self-Service Boxes
Call Report: Lending Schedules for Banks
Relationship Account Marketing Ideas
High Performance Cross Selling – Maximize Customer Relationships, Increase Profit
BSA Series: Part I-Growing Your CDD Questionnaire for Onboarding Consumer Accounts
BSA Series: CTR & Exemptions: Reviews, Mergers, Revocations and More
FHA/VA Processing - For Processors
Writing a New Accounts Procedures Manual
Tax Return Analysis Workshop For Mortgage Professionals
Loan Processing 101: The Basics
FHA Direct Endorsement - DE Underwriting
Certified Regulatory Vendor Program Manager
Fair Lending and the CFPB in Underwriting, Servicing & Collections
Flood Insurance: Compliance Issues and Enforcement Topics that Continue to Plague Lenders
Reg E Compliance - Five Best Practices for Handling Disputes
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