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.
1 review for Small Business Banker – Online Course for Bankers
Rated 5 out of 5
Frank –
This material is outstanding. And the way that it’s delivered is great. Paul was a Banker; his insight is wonderful. There’s no fluff or goofy theories here. Great course.
Frank –
This material is outstanding. And the way that it’s delivered is great. Paul was a Banker; his insight is wonderful. There’s no fluff or goofy theories here. Great course.