Small Business Banker – Online Course for Bankers

The Fundamentals and Essentials of Small Business Development and Small Business Lending.

 

Session #1 – Introduction to Small Business Development and Small Business Lending.

Session #2 – Defining & Managing your GOALS, your ROLE and Doing What Your Boss Wants.

Session #3 – Identifying your Target Markets and Customer Base (Part 1).

Session #4 – Identifying your Target Markets and Customer Base (Part 2).

Session #5 – Filling & Managing your Pipeline – The 7 Steps.

Session #6 – Prospecting (Business Development) for Small Business Part 1.

Session #7 – Prospecting for Small Business (Part 2).

Session #8 – 20 Essential Business Development Tools.

Session #9 – Effective Customer Calls, Business Entities, and Cross Selling Bank Products & Services.

Session #10 – Analyzing Financial Statements (10 Basic Elements) Recognizing the Key Items for Your Loan Analysis.

Session #11 – Cash Flow – Statement of Cash Flows.

Session #12 – Underwriting Guidelines and Small Business Loan Approvals.

Session #13 – Small Business Write Ups & Loan Covenants.

Session #14 – Making Loan Proposals & Closing Small Business.

Session #15 – Post-Loan Servicing, Recognizing BAD Loans.