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Tools and Resources    Refreshing Tools and Resources  .

Lending Education Tools and Resources

lending training, lending education, lender development

Lending Education Intro

CUNA Mutual helps credit unions be more effective, efficient and profitable lenders by delivering consistent, targeted learning solutions that achieve measurable results.  We focus on the success of the credit union industry through lending partnerships that provide expertise in integrated learning solutions.

Lending eLearning

eLearning Sessions

Lending Protection Solutions Tutorial
This tutorial is a self-paced product knowledge training module that gives an overview of the product components found on your credit union's product sheet:  features, benefits, plan types, eligibility, maximums, cost, coverage starts and stops, exclusions, and file a claim.  In addition, you'll learn about common documents used, marketing materials available, internet resources and you will complete a short assessment of each product learned.

Registration sign in is required to access the Lending Protection Solutions Tutorial.  Access is through the Lending Resource Center.  Need help with sign in?

Lending Archived Webinars

Archived Webinars

Registration sign in is required to view Webinar archives.  Access is through the Protection Resource CenterNeed help with sign in?

  • Lending Risks - Member Business Lending

LOANLINER, Regulation Z, Reg Z, schedule, training

Lending Upcoming Webinars

Lending Upcoming Webinars

Lending Upcoming Webinars

Registration sign in is required for Webinar attendance.  Access is through Credit Union Training in the Lending Resource Center. Need help with sign in?

LOANLINER® Deposit: Account Opening Documents & Disclosures
Learn how to explain the LOANLINER® documents and disclosures needed to establish or change member accounts and services. Develop the skills to complete LOANLINER® account opening documents and understand disclosures. Learn how to identify MEMBER’S CHOICE™  product cross-sell opportunities.  Sign In to Register

Date Time (CT) Date Time (CT)

September 2
September 10
September 24
September 30
October 13
October 22

10:00 a.m.
9:00 a.m.
11:00 a.m.
11:00 a.m.
2:00 p.m.
9:00 a.m.

October 28
November 3
November 11
November 17
December 2
December 15

2:00 p.m.
9:00 a.m.
2:00 p.m.
9:00 a.m.
10:00 a.m.
2:00 p.m.

LOANLINER® Deposit: Special Account Relationships
Learn how to define Special Account Relationships and identify the associated documents and disclosures needed. Learn how to describe the difference between ownership of accounts and access to accounts and explain how Special Account Relationships are established and maintained. Accounts covered in the course involve a fiduciary responsibility and include Uniform Transfers to Minors Act, Representative Payee, Power of Attorney, Guardians & Conservator, Executor, Clubs/Associations and Living Trust.  Sign In to Register

Date Time (CT) Date Time (CT)

September 1
September 17
September 29
October 8
October 14
October 27

2:00 p.m.
10:00 a.m.
9:00 a.m.
10:00 a.m.
11:00 a.m.
9:00 a.m.

November 12
November 18
November 24
December 3
December 16

2:00 p.m.
11:00 a.m.
2:00 p.m.
9:00 a.m.
2:00 p.m.

LOANLINER® Consumer Lending: Home Equity Line of Credit Concepts & Documents
Learn how to explain home equity concepts to members. Develop the skills to complete each LOANLINER® Open-Ended Home Equity document.  Sign In to Register

Date Time (CT) Date Time (CT)

September 3
September 15
October 7
October 20

9:00 a.m.
9:00 a.m.
11:00 a.m.
2:00 p.m.

November 4
November 19
December 1
December 10

2:00 p.m.
9:00 a.m.
2:00 p.m.
9:00 a.m.

Multi-Featured, Open-End Lending (MFOEL) under the new Regulation Z
Learn about the rule changes to Regulation Z and how they impact Multi-Featured, Open-End Lending.  After attending this informative session, you will be better equipped with the knowledge and tools necessary to assess your lending processes, products and procedures, and make informed decisions regarding operations at your credit union.    Sign In to Register

Date Time (CT) Date Time (CT)

September 1
September 10
September 16
September 24
October 1
October 6
October 15

9:00 a.m.
2:00 p.m.
10:00 a.m.
1:00 p.m.
10:00 a.m.
2:00 p.m.
9:00 a.m.

October 21
November 5
November 10
November 19
November 25
December 3
December 8

2:00 p.m.
9:00 a.m.
9:00 a.m.
11:00 a.m.
3:00 p.m.
11:00 a.m.
3:00 p.m.

LOANLINER® Consumer Lending:  Open-End Lending Concepts
Learn about Multi-Featured, Open-End Lending—from features and benefits to what documents to use during the open-end lending process. This course will incorporate the rule changes with Regulation Z and is a prerequesite to “LOANLINER® Consumer Lending: Open-End Documents”.  Sign in to Register

Date Time (CT) Date Time (CT)

September 2
September 3
September 8
September 15
September 16
September 23
September 29
October 15

1:00 p.m.
11:00 a.m.
10:00 a.m.
11:00 a.m.
3:00 p.m.
2:00 p.m.
1:00 p.m.
2:00 p.m.

October 20
October 28
November 4
November 12
November 17
December 2
December 10
December 15

9:00 a.m.
3:00 p.m.
11:00 a.m.
9:00 a.m.
3:00 p.m.
1:00 p.m.
11:00 a.m.
9:00 a.m.

LOANLINER® Consumer Lending:  Open-End Lending Documents
Learn about Multi-Featured, Open-End Lending, including key issues, compliance requirements, and teminology.  Get the skills to know how and when to confidently use the LOANLINER® document systems and what each document means.  This course will incorporate the rule changes with Regulation Z.  Sign in to Register

Date Time (CT) Date Time (CT)

October 6
October 14
October 22
November 3
November 18

9:00 a.m.
2:00 p.m.
2:00 p.m.
2:00 p.m.
2:00 p.m.

November 24
December 2
December 8
December 17

9:00 a.m.
3:00 p.m.
10:00 a.m.
9:00 a.m.

LOANLINER® Consumer Lending:  Closed-End Lending Documents
Learn how to explain the LOANLINER® documents and disclosures needed to established a Closed-End loan.  After attending this session, you will be able to identify documents used for completing Closed-End loans and complying with the regulations around Closed-End Lending.  You will also be better equipped to explain the disclosures to your menbers.  Sign in to Register

Date Time (CT) Date Time (CT)

October 28
November 10

10:00 a.m.
2:00 p.m.

December 9

9:00 a.m.

LOANLINER®: Credit Card Lending New Regulatory Requirements - Session 1
(August 20, 2009 and February 22, 2010 Requirements)
Learn about the new requirements for credit card lending due to the enactment of the Credit CARD Act of 2009 and amendments to Regulation Z and Regulation AA, otherwise known as UDAP.  This session will focus on the requirements for credit cards taking effect on February 22, 2010, and a recap of the changes that took effect on August 20, 2009.  After attending this informative session, you will be better equipped with the knowledge and tools necessary to assess your credit card lending processes, products, and procedures and make informed decision regarding operations at your credit union.  Sign in to Register

Date Time (CT) Date Time (CT)

October 8
October 27

2:00 p.m.
11:00 a.m.

November 11
December 8

1:00 p.m.
1:00 p.m.

LOANLINER®: Credit Card Lending New Regulatory Requirements - Session 2
(July 1, 2010 and August 22, 2010 Requirements)
Learn about the new requirements for credit card lending due to the enactment of the Credit CARD Act of 2009 and amendments to Regulation Z and Regulation AA, otherwise known as UDAP.  This session will focus on the requirements for credit cards taking effect on July 1, 2010 and August 22, 2010.  After attending this informative session, you will be better equipped with the knowledge and tools necessary to assess your credit card lending processes, products, and procedures and make informed decision regarding operations at your credit union.  Sign in to Register

Date Time (CT) Date Time (CT)

November 17

10:00 a.m.

December 17

11:00 a.m.

Auto Loan Recapture & Next Car Purchase - Grow Loans Even in a Challenging Market
The Auto Loan Recapture program is a proven and powerful direct mail marketing program that brings back members who have financed vehicles elsewhere. With Auto Loan Recapture and the Next Car Purchase program you can increase your auto loan portfolio by recapturing lost auto loans as well as acquiring new loans from your members looking to purchase a vehicle. These programs help credit unions fight back against the competition and grow loans even in a challenging market. Register now

 Date  Time (CT)
 December 2   2:00 - 2:30 p.m.

 

 

 

EDU-0609-BE4E
8/31/09

 

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