RELEASE DATE: October 25, 2021
ESTIMATED DURATION: 90 MINUTES
In today’s highly competitive loan battlefield, it is crucial that we take full advantage of every opportunity. Building a performing loan all begins at the application. Loan Officers and Originators need the necessary skills to go beyond “order-taking” and better understand the art of advising and advocating for members. In this course explore the fundamentals of great loan origination including:
- What a Good Notes Page Looks Like
- How to Take a Risk-Based Application
- Questions and Conversations to Strengthen the Application
- Appropriate Cross-Sell Methods
- Building a Performing Loan
- Closing with the Relationship in Mind
MEET THE PRESENTER
Jessica Vartanian, Senior Consultant, CU Lending Advice
Jessica first began working with Credit Union’s almost a decade ago after spending the first part of her career managing retail branches in the ‘big bank’ space and working in public education.
In 2012, Jessica joined Don at Red Rocks Credit Union in Highlands Ranch, CO. During her time at RRCU, Jessica progressively moved through various roles leading the Sales Teams, Contact Center, Business Development, and Information Technology.
During her tenure, Jessica led the credit union Sales Team to organization-high loan growth, successfully established in-depth referral programs within the contact center and branches, and spearheaded numerous enterprise systems conversions-driving organizational efficiency while reducing operational expenses.
Her ability to marry technology and process automation, combined with her background in education enabled her to develop strategies that both equip credit unions with the technology and process automation needed to thrive; while simultaneously training and empowering teams for exceptional member experience and sales/lending acumen.
Over the years, Jessica’s work has received multiple awards and accolades throughout the credit union industry making her a sought-after speaker, trainer, and mentor.
Jessica earned her bachelor’s degree in Education. In addition, she is a certified adult trainer and facilitator, receiving certification in both in-person and virtual adult learning. In 2019, she completed a graduate program from the Said School of Business at Oxford University focusing in Fintech.