Trainer Evaluation

Lender*VP - Trainer Evaluation Form

Thank you for taking the time to fill out our evaluation form. Your input is very important to us as we strive to continue to improve our courses, content and instruction.

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Updated
April 5, 2023

Join Lender*VP for a Conversation on 1Click Loans!

Join Lender*VP for a Conversation on 1Click Loans!

Join Lender*VP for our upcoming Conversation On 1Click Loans!  Learn from other credit unions in the network what it is that they love about 1Click Loans.  Engage in discussions about what is working and what is not, explore credit union policies and procedures, and so much more! We invite you to bring your own policies… Read more »

Nov 22, 2023

Join Us for a 1Click Loan Workshop!

Join Us for a 1Click Loan Workshop!

Ready to expand your loan portfolio?  Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking!  No application, no credit pull, and no underwriting.  Members are identified based on credit union defined criteria.  Acceptance of the offer is member-driven and… Read more »

Nov 21, 2023

Join Lender*VP for a Conversation on 1Click Loans!

Join Lender*VP for a Conversation on 1Click Loans!

Join Lender*VP for our upcoming Conversation On 1Click Loans!  Learn from other credit unions in the network what it is that they love about 1Click Loans.  Engage in discussions about what is working and what is not, explore credit union policies and procedures, and so much more! We invite you to bring your own policies… Read more »

Nov 17, 2023

Join Us for a 1Click Loan Workshop!

Join Us for a 1Click Loan Workshop!

Ready to expand your loan portfolio?  Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking!  No application, no credit pull, and no underwriting.  Members are identified based on credit union defined criteria.  Acceptance of the offer is member-driven and… Read more »

Nov 16, 2023

Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Nov 9, 2023

Join Us for a 1Click Loan Workshop!

Join Us for a 1Click Loan Workshop!

Ready to expand your loan portfolio?  Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking!  No application, no credit pull, and no underwriting.  Members are identified based on credit union defined criteria.  Acceptance of the offer is member-driven and… Read more »

Nov 8, 2023

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the fourth session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Nov 1, 2023