Private Banker
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Opening New Accounts – Part 1 (3 Part Series)
6-Step Account Opening ProcessTIN Compliance Personal Account Ownership Overview Personal/Consumer Account Difficult Scenarios Opening Accounts for…
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CRE Appraisals: Components, Approaches to Value & Cap Rates
Types of appraisals by formatWhat to look for within the assumptions and limiting conditions Property ownership…
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Writing Procedures for Personal and Business Accounts: CIP/CDD, Risk, TIN Reporting
Review federal laws we have to cover in the opening of accountsLearn the different ownership types…
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How to Craft an Effective Commercial Loan Write-Up
Review effective commercial loan write-upsDiscuss types, styles, and components parts Cover the financial analysis section Assess…
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CRE Appraisals: Regulations and the Review Process
Overview of guidelines and issues critical to CRE appraisalsThe five minimum standards and what they really…
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Introduction to Consumer Lending
Learn about the basics of consumer lendingExplore marketing consumer loans Gain an understanding of how institutions…