Financial Services Resources for Success2024-05-15T13:44:18-06:00
Navigating the Gen Z Workforce for Future Talent in Banking
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Navigating the Gen Z Workforce for Future Talent in Banking

Discover how to attract Gen Z talent in banking. Learn about their unique employment preferences, effective recruitment strategies, and ways to create an inclusive, tech-friendly work environment.
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Benefits of Dual Licenses for Real Estate Agents and MLOs
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Benefits of Dual Licenses for Real Estate Agents and MLOs

Learn how dual licenses can elevate client services and diversify revenue streams for real estate agents and mortgage loan officers.
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Become a Mortgage Loan Originator: 6 Step Guide
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Become a Mortgage Loan Originator: 6 Step Guide

Become a Mortgage Loan Originator: 6 Step Guide. Whether you’re looking for a new career opportunity, in-between jobs, or seeking a side income opportunity – residential mortgage loan origination can be a rewarding profession.
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3 Ways to Use AI to Streamline Learning and Development (L&D)
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3 Ways to Use AI to Streamline Learning and Development (L&D)

Discover how bank and credit union HR and training managers are leveraging AI for efficient training development and delivery.
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Tips for Creating a More Inclusive Workplace for LGBTQ+ Employees and Customers
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Tips for Creating a More Inclusive Workplace for LGBTQ+ Employees and Customers

As leaders of financial institutions, it is important to understand your role and how you can be an inclusive environment for both your employees and customers.
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Top FAQs About How to Become a Mortgage Loan Officer
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Top FAQs About How to Become a Mortgage Loan Officer

Becoming a mortgage loan officer (MLO) can be an exciting and rewarding career choice for those interested in finance and helping people achieve their homeownership dreams. This career path offers opportunities for growth and the potential for financial stability, but there are a few things to know before you get started.
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How to Become a Mortgage Loan Officer – A Helpful Guide
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How to Become a Mortgage Loan Officer – A Helpful Guide

Explore how to become a mortgage loan officer, with insights into the role and its responsibilities, as well as challenges and opportunities for success.
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Empowering Growth: Cultivating a Dynamic Training Environment in Your Bank
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Empowering Growth: Cultivating a Dynamic Training Environment in Your Bank

Bank training programs in small banks can offer employees training that supports their professional development, which can lead to improved employee retention and customer satisfaction. In this article, we’ll discuss actionable strategies for cultivating your small bank training department, and ways you can empower employees to thrive with the fast-evolving banking industry dynamics.
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Honoring Black History Month as a Financial Institution
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Honoring Black History Month as a Financial Institution

Black History Month is an opportunity for financial institutions everywhere to recognize and celebrate the incredible contributions the black community has made to strengthen the communities and industries in which we serve. This article highlights resources that financial institutions can use to celebrate this important month.
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How to Become a Bank Compliance Officer
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How to Become a Bank Compliance Officer

A compliance officer oversees that the company and their fellow employees comply with all laws, rules, and regulations of their industry. If these guidelines are not followed, the company may be fined.
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Get Your Manager to Approve Your 2024 Training Budget
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Get Your Manager to Approve Your 2024 Training Budget

Following these tips will help you get the green light for a 2024 training budget from your management team.
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Get an Early Gift of Compliance and Regulatory Updates for Credit Unions in December 2023
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Get an Early Gift of Compliance and Regulatory Updates for Credit Unions in December 2023

Enjoy your early gift of the new Compliance and Regulatory rules and guidelines! Effective training is your first line of defense against regulatory risk and that is why we have brought together some of the key topics you and your staff should be aware of in December. 
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‘Tis the Season for New Mortgage Compliance and Regulatory Updates for December 2023
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‘Tis the Season for New Mortgage Compliance and Regulatory Updates for December 2023

Enjoy your early gift of the new Compliance and Regulatory rules and guidelines! Effective training is your first line of defense against regulatory risk and that is why we have brought together some of the key topics you and your staff should be aware of in December. 
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Enjoy Your Gift of Compliance and Regulatory Updates for Banks in December of 2023
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Enjoy Your Gift of Compliance and Regulatory Updates for Banks in December of 2023

Enjoy your early gift of the new Compliance and Regulatory rules and guidelines! Effective training is your first line of defense against regulatory risk and that is why we have brought together some of the key topics you and your staff should be aware of in December. 
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Mortgage Compliance and Regulatory Updates to be Thankful for in November 2023
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Mortgage Compliance and Regulatory Updates to be Thankful for in November 2023

You may not be thankful for the new Compliance and Regulatory rules and guidelines, but we know you will be thankful for our webinars. Effective training is your first line of defense against regulatory risk and that is why we have brought together some of the key topics you and your staff should be aware of.  Also new this month is Onboarding Unleashed. This video-based series covers seven key topics to enhance the hiring, onboarding, and retention processes in financial institutions. The best practices in these courses will lead to higher employee engagement, teamwork, and reduced turnover.
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Credit Unions Will be Thankful for our Compliance and Regulatory Updates for November 2023
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Credit Unions Will be Thankful for our Compliance and Regulatory Updates for November 2023

You may not be thankful for the new Compliance and Regulatory rules and guidelines, but we know you will be thankful for our webinars. Effective training is your first line of defense against regulatory risk and that is why we have brought together some of the key topics you and your staff should be aware of. Also new this month is Onboarding Unleashed. This video-based series covers seven key topics to enhance the hiring, onboarding, and retention processes in financial institutions. The best practices in these courses will lead to higher employee engagement, teamwork, and reduced turnover.
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Be Thankful for Our Compliance and Regulatory Updates for Banks in November 2023
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Be Thankful for Our Compliance and Regulatory Updates for Banks in November 2023

You may not be thankful for the new Compliance and Regulatory rules and guidelines, but we know you will be thankful for our webinars. Effective training is your first line of defense against regulatory risk and that is why we have brought together some of the key topics you and your staff should be aware of. Also new this month is Onboarding Unleashed. This video-based series covers seven key topics to enhance the hiring, onboarding, and retention processes in financial institutions. The best practices in these courses will lead to higher employee engagement, teamwork, and reduced turnover.
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How to Protect You & Your Institution Against Phishing
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How to Protect You & Your Institution Against Phishing

The first step to fighting cybercrime is awareness and education. Educate yourself on how you can defend your company against a phishing attack with the following tips.
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What You Need to Know About Ransomware
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What You Need to Know About Ransomware

With the rise of cybercrime, ransomware is a serious threat. Here's what you need to know about the file-encrypting malware, how it works, and what you can do as an institution to protect yourselves.
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How to be Safer Over Wireless Connections
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How to be Safer Over Wireless Connections

Security can be the main concern for financial institutions when working on a wireless network. The average individual protects their home wireless network by setting up a password to prevent their neighbors or others from taking control of your data. In a post-pandemic world, where many are still working remotely, we have to be more serious about wireless networking connections.
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Cybersecurity Awareness Month Resources
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Cybersecurity Awareness Month Resources

Data breaches and cyberattacks have, unfortunately, become a common occurrence. This guide provides a variety of cybersecurity resources to help protect your institution against a cyber attack.
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Don’t be Frightened by Compliance and Regulatory Updates for Mortgage in October 2023
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Don’t be Frightened by Compliance and Regulatory Updates for Mortgage in October 2023

As we enter Ocober, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Don’t Get Spooked by the Compliance and Regulatory Updates for Credit Unions in October 2023
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Don’t Get Spooked by the Compliance and Regulatory Updates for Credit Unions in October 2023

As we enter October, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Don’t be Scared of the New Compliance and Regulatory Updates for Banks in October 2023
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Don’t be Scared of the New Compliance and Regulatory Updates for Banks in October 2023

As we enter October, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Shadow-Training in Financial Institutions: Benefits and Drawbacks
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Shadow-Training in Financial Institutions: Benefits and Drawbacks

The onboarding process is a critical step in the employment journey of new frontline employees in financial institutions. Properly onboarding new frontline employees is key to retaining new talent in financial institutions.
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Why Is Proper Onboarding So Important?
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Why Is Proper Onboarding So Important?

The onboarding process is a critical step in the employment journey of new frontline employees in financial institutions. Properly onboarding new frontline employees is key to retaining new talent in financial institutions.
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Why Work for a Financial Institution?
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Why Work for a Financial Institution?

For those who are seeking a career with stability, growth, and financial security, working for a financial institution is a wise choice. Financial institutions, such as banks and credit unions, offer a range of benefits that can lead to long-term job satisfaction and career growth.
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Coach Your Sales Team to Build Healthy Pipelines
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Coach Your Sales Team to Build Healthy Pipelines

Coaching your sales staff isn’t always easy, even if sales comes naturally to you. Even though you’ve learned your organization’s sales system and how to make it work for you, and with your natural aptitude you’ve done very well. But helping others achieve similar success is a different process. 
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Fall in Line With New Compliance and Regulatory Updates for Mortgage in September 2023
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Fall in Line With New Compliance and Regulatory Updates for Mortgage in September 2023

As we enter September, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Don’t Fall Out of Compliance with New Compliance and Regulatory Updates for Credit Unions in September 2023
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Don’t Fall Out of Compliance with New Compliance and Regulatory Updates for Credit Unions in September 2023

As we enter September, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Don’t Labor Away Without Knowing the Compliance and Regulatory Updates for Banks in September 2023
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Don’t Labor Away Without Knowing the Compliance and Regulatory Updates for Banks in September 2023

As we enter September, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Go Back to School and Get Down to Business With New Compliance and Regulatory Updates for Mortgage in August 2023
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Go Back to School and Get Down to Business With New Compliance and Regulatory Updates for Mortgage in August 2023

As we enter August, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Credit Unions Need to Get Back to School and Back to Business New Compliance and Regulatory Updates for August 2023
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Credit Unions Need to Get Back to School and Back to Business New Compliance and Regulatory Updates for August 2023

As we enter August, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Back to School and Back to Business With Compliance and Regulatory Updates for Banks in August 2023
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Back to School and Back to Business With Compliance and Regulatory Updates for Banks in August 2023

As we enter August, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Financial Regulators – Who They Are and What They Do
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Financial Regulators – Who They Are and What They Do

Want to work as a financial regulator? Learn about FRA, what is the primary purpose of regulatory agencies and how to work for them.
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Hit a Home Run with New Compliance and Regulatory Updates for Mortgage in July 2023
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Hit a Home Run with New Compliance and Regulatory Updates for Mortgage in July 2023

As we enter July, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Credit Unions – Don’t Strike Out Over New Compliance and Regulatory Updates for July 2023
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Credit Unions – Don’t Strike Out Over New Compliance and Regulatory Updates for July 2023

As we enter July, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Summer is Ramping Up and So is Our Compliance and Regulatory Updates for Banks in July 2023
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Summer is Ramping Up and So is Our Compliance and Regulatory Updates for Banks in July 2023

As we enter July, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Avoid being Grilled this Summer with New Compliance and Regulatory Updates for Mortgage in June 2023
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Avoid being Grilled this Summer with New Compliance and Regulatory Updates for Mortgage in June 2023

As we enter June, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Credit Unions – Don’t Get Grilled this Summer with New Compliance and Regulatory Updates for June 2023
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Credit Unions – Don’t Get Grilled this Summer with New Compliance and Regulatory Updates for June 2023

As we enter June, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Don’t Let Your Bank Get Grilled this Summer with Our Compliance and Regulatory Updates for June 2023
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Don’t Let Your Bank Get Grilled this Summer with Our Compliance and Regulatory Updates for June 2023

As we enter June, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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The Benefits of Using a Credit Union
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The Benefits of Using a Credit Union

Credit unions are not-for-profit organizations that operate similarly to banks but with some notable differences that can make them a better choice for certain people.
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May Ushers in Warmer Weather, Flowers, and New Compliance and Regulatory Updates for Banks in 2023
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May Ushers in Warmer Weather, Flowers, and New Compliance and Regulatory Updates for Banks in 2023

As we enter May, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Credit Unions Get Ready for Warmer Weather, Flowers, and New Compliance and Regulatory Updates for May 2023
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Credit Unions Get Ready for Warmer Weather, Flowers, and New Compliance and Regulatory Updates for May 2023

As we enter May, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Get Ready for Warmer Weather, Flowers, and New Compliance and Regulatory Updates for Mortgage in May 2023
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Get Ready for Warmer Weather, Flowers, and New Compliance and Regulatory Updates for Mortgage in May 2023

As we enter May, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Why Upskilling and Reskilling Employees Are Key to Business Success
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Why Upskilling and Reskilling Employees Are Key to Business Success

In today's fast-paced and rapidly evolving world, upskilling and reskilling employees have become essential for organizations to remain competitive and relevant.
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The Importance of Compliance Training for Fintech Companies
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The Importance of Compliance Training for Fintech Companies

Fintechs, or financial technology companies, have disrupted traditional financial services by leveraging technology to provide more efficient, accessible, and innovative products and services. However, this disruption has also raised concerns around consumer protection, privacy, and systemic risk.
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April Brings Showers, New Compliance and Regulatory Updates for Banks in 2023
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April Brings Showers, New Compliance and Regulatory Updates for Banks in 2023

As we enter April, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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April Brings Showers, New Compliance and Regulatory Updates for Mortgage in 2023
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April Brings Showers, New Compliance and Regulatory Updates for Mortgage in 2023

As we enter April, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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April Brings Showers, New Compliance and Regulatory Changes for Credit Unions in 2023
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April Brings Showers, New Compliance and Regulatory Changes for Credit Unions in 2023

As we enter April, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Staying Vigilant: How to Protect Your Customers and Your Institution from Fraud in Uncertain Times
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Staying Vigilant: How to Protect Your Customers and Your Institution from Fraud in Uncertain Times

Fraudsters are known to prey on victims when they are facing uncertainty, distress, and anxiety. The current times are no different as several recent bank failures and financial instability have left consumers feeling vulnerable about their personal and business finances. This heightened concern has created an environment where they may be more susceptible to being taken advantage of or making hasty decisions.
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Recent Bank Failure FAQs for Frontline Employees
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Recent Bank Failure FAQs for Frontline Employees

The failure of several banks could bring grim reminders of the 2008 Great Recession and the failures of financial institutions at that time. Help arm your frontline who may be getting questions about how this may impact them and their banking experience.
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Creating Confident Employees in the Mortgage Industry
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Creating Confident Employees in the Mortgage Industry

Building Confident Employees in the Mortgage Industry is essential. Employers must do what they can to help employees have the confidence they need to succeed.
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Keep on Marching With New Compliance and Regulatory Updates for Mortgage in March 2023
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Keep on Marching With New Compliance and Regulatory Updates for Mortgage in March 2023

As we enter March, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Keep Your Credit Union Marching on with New Compliance and Regulatory Changes in March 2023
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Keep Your Credit Union Marching on with New Compliance and Regulatory Changes in March 2023

As we enter March, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Keep Your Bank Marching on With New Compliance and Regulatory Updates for March 2023
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Keep Your Bank Marching on With New Compliance and Regulatory Updates for March 2023

As we enter March, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Cupid is Bringing New Compliance and Regulatory Updates for Banks in February 2023
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Cupid is Bringing New Compliance and Regulatory Updates for Banks in February 2023

As we enter February, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Love and New Compliance and Regulatory Changes are in the Air for Credit Unions in February 2023
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Love and New Compliance and Regulatory Changes are in the Air for Credit Unions in February 2023

As we enter February, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Love, Cupids, and New Compliance and Regulatory Updates for Mortgage in February 2023
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Love, Cupids, and New Compliance and Regulatory Updates for Mortgage in February 2023

As we enter February, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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How to Become an MLO: The All-You-Need-To-Know Guide
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How to Become an MLO: The All-You-Need-To-Know Guide

Wondering how to become a mortgage loan originator? It doesn't require a degree, and with specific job training and licensing, you can excel as an MLO in a thriving real estate market.
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Top Tips Regarding Talent Retention for Banks
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Top Tips Regarding Talent Retention for Banks

Talent retention has decreased in many industries in recent years. In particular, talent retention for banks has seen a significant drop due to ever-changing customer needs.
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Continuous Learning is a Must – Here’s Why
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Continuous Learning is a Must – Here’s Why

No matter the industry you work in, changes in the world can impact different aspects of each industry. Whether it’s across technology, new advancements, discoveries, or new processes, this can make it easy to fall behind and become someone who no longer has the updated knowledge they need to provide the best services possible. Continuous learning is a must, especially in the finance industry.
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Get Ahead by Planning Ahead: Key Dates in the Financial Services Industry for your 2023 Calendar
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Get Ahead by Planning Ahead: Key Dates in the Financial Services Industry for your 2023 Calendar

Here are some key dates, as a leader in the financial world, you should have on your 2023 calendar!
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New Year, New News, New Compliance and Regulatory Updates for Mortgage in January 2023
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New Year, New News, New Compliance and Regulatory Updates for Mortgage in January 2023

As we enter December, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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New Year, New News, New Compliance and Regulatory Updates for Banks in January 2023
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New Year, New News, New Compliance and Regulatory Updates for Banks in January 2023

As we enter January, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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New Year, New News, New Compliance and Regulatory Updates for Credit Unions in January 2023
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New Year, New News, New Compliance and Regulatory Updates for Credit Unions in January 2023

As we enter January, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2023.
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Get Your Manager to Approve Your 2023 Training Budget
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Get Your Manager to Approve Your 2023 Training Budget

Following these tips will help you get the green light for a 2023 training budget from your management team.
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Your Credit Union Can Ease Holiday Stress with the Latest News, Compliance, and Regulatory Updates in December 2022
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Your Credit Union Can Ease Holiday Stress with the Latest News, Compliance, and Regulatory Updates in December 2022

As we enter December, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Your Mortgage Company Can Ease Holiday Stress with the Latest News, Compliance, and Regulatory Updates in December 2022
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Your Mortgage Company Can Ease Holiday Stress with the Latest News, Compliance, and Regulatory Updates in December 2022

As we enter December, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Your Bank Can Ease Holiday Stress with the Latest News, Compliance, and Regulatory Updates in December 2022
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Your Bank Can Ease Holiday Stress with the Latest News, Compliance, and Regulatory Updates in December 2022

As we enter December, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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What Soft Skills Are Needed in the Financial Industry?
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What Soft Skills Are Needed in the Financial Industry?

When considering a career in the finance industry, you might think that mathematical skills and financial wisdom are all you need to achieve a successful career. Well, that is not the case. In fact, many soft skills are necessary if you want to achieve your goals and grasp the career you want.
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Your Mortgage Company Will Give Thanks for the Latest News, Compliance, and Regulatory Updates in November 2022
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Your Mortgage Company Will Give Thanks for the Latest News, Compliance, and Regulatory Updates in November 2022

As we enter November, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Your Credit Union Will Give Thanks With the Latest News, Compliance, and Regulatory Updates in November 2022
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Your Credit Union Will Give Thanks With the Latest News, Compliance, and Regulatory Updates in November 2022

As we enter November, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Your Bank Will Give Thanks For the Latest News, Compliance, and Regulatory Updates in November 2022
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Your Bank Will Give Thanks For the Latest News, Compliance, and Regulatory Updates in November 2022

As we enter November, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Don’t Let Your Mortgage Company Fall Out of Compliance With the Latest News, Compliance, and Regulatory Updates in October 2022
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Don’t Let Your Mortgage Company Fall Out of Compliance With the Latest News, Compliance, and Regulatory Updates in October 2022

As we enter October, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Don’t Let Your Credit Union Fall Out of Compliance With the Latest News, Compliance, and Regulatory Updates in October 2022
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Don’t Let Your Credit Union Fall Out of Compliance With the Latest News, Compliance, and Regulatory Updates in October 2022

As we enter October, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Don’t Let Your Bank Fall Out of Compliance With the Latest News, Compliance, and Regulatory Updates in October 2022
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Don’t Let Your Bank Fall Out of Compliance With the Latest News, Compliance, and Regulatory Updates in October 2022

As we enter October, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Succession Planning During the Great Resignation
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Succession Planning During the Great Resignation

Employees are vacating the workforce at alarming rates. There are several factors for this. Retirement, stress, burn-out, and even content workers are looking for better offers. As if this wasn’t enough to worry about, the lack of skilled talent is making it harder to find top-tier employees to replace those that are leaving. Is your company prepared for this?
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Get Schooled in the Latest News, Compliance, and Regulatory Updates For Credit Unions in September 2022
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Get Schooled in the Latest News, Compliance, and Regulatory Updates For Credit Unions in September 2022

As we enter September, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Get Schooled in the Latest News, Compliance, and Regulatory Updates For Banks in September 2022
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Get Schooled in the Latest News, Compliance, and Regulatory Updates For Banks in September 2022

As we enter September, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Get Schooled in the Latest News, Compliance, and Regulatory Updates For the Mortgage Industry in September 2022
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Get Schooled in the Latest News, Compliance, and Regulatory Updates For the Mortgage Industry in September 2022

As we enter September, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Q & As With A Banking Exec- What it is Really Like to Work at a Financial Institution
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Q & As With A Banking Exec- What it is Really Like to Work at a Financial Institution

There are so many different aspects to working in the financial industry. Whether you are currently in the banking industry, or thinking of changing careers, take the advice of those that have been there.
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Leadership is Evolving – Is Your Team?
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Leadership is Evolving – Is Your Team?

The world has changed drastically over the last several years. The business model is no exception. Leadership style has undergone significant changes with people now working in the office, remotely, and even hybrid schedules. Stress factors have also changed. Has your leadership style?
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Tips on Hosting Virtual Classes
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Tips on Hosting Virtual Classes

The world has gone remote. Working from home has become the new normal. Hosting classes, trainings, and meetings online is now a requirement for most organizations. Has your company adapted to remote management, or is it struggling to find that hybrid program?
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Bring on Hot Temperatures and Hot New Rules and Regulations For Banks in August 2022
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Bring on Hot Temperatures and Hot New Rules and Regulations For Banks in August 2022

As we enter August, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Hot Temps and Hot New Rules and Regulations for the Mortgage Industry in August 2022
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Hot Temps and Hot New Rules and Regulations for the Mortgage Industry in August 2022

As we enter August, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Bring on Summer, New Rules & And New Compliance Training For Credit Unions in August 2022
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Bring on Summer, New Rules & And New Compliance Training For Credit Unions in August 2022

As we enter August, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Top 10 Reasons You Should be Exhibiting at Tradeshows
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Top 10 Reasons You Should be Exhibiting at Tradeshows

As leaders of financial institutions, it is important to understand how you can be an inclusive environment for both your employees and customers.
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Assuring Your Financial Customers as Interest Rates Increase
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Assuring Your Financial Customers as Interest Rates Increase

Customers are bracing themselves for an interest rate increase. What are you doing to re-assure your customers you are in this together?
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Parades, Celebrations, and New Rules and Regulations For Mortgage in July 2022
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Parades, Celebrations, and New Rules and Regulations For Mortgage in July 2022

As we enter July, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Parades, Celebrations, and New Rules and Regulations For Banks in July 2022
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Parades, Celebrations, and New Rules and Regulations For Banks in July 2022

As we enter July, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Summertime, Grilling, and New Rules and Regulations for the Mortgage Industry in June 2022
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Summertime, Grilling, and New Rules and Regulations for the Mortgage Industry in June 2022

As we enter June, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Your Guide to Creating a More Inclusive Workplace for LGBTQ+ Employees and Customers
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Your Guide to Creating a More Inclusive Workplace for LGBTQ+ Employees and Customers

As leaders of financial institutions, it is important to understand how you can be an inclusive environment for both your employees and customers.
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Sunshine, BBQs, and Rules and Regulations for Banks in June 2022
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Sunshine, BBQs, and Rules and Regulations for Banks in June 2022

As we enter June, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Sunshine, BBQs, and New Rules and Regulations For Credit Unions in June 2022
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Sunshine, BBQs, and New Rules and Regulations For Credit Unions in June 2022

As we enter June, the key to success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Recruiting (and Keeping) Rockstar Employees
Blog

Recruiting (and Keeping) Rockstar Employees

Recruiting is one of the most expensive things an organization does. It costs nearly $7,000 to hire a professional employee. You cannot take the recruiting process lightly.
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A Career in Wealth Management
Blog

A Career in Wealth Management

A wealth manager is a professional that protects and grows their client’s personal wealth. There are quite a few skills that a person needs to possess to be a successful wealth manager.
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The Ups and Downs of Technology and Working from Home
Blog

The Ups and Downs of Technology and Working from Home

Regardless of how prepared your institution was or now is, a glitch is bound to happen. Here are some tips and hints to consider when working from home.
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What is Adaptive Learning and Why You Need to Adopt It
Blog

What is Adaptive Learning and Why You Need to Adopt It

With employees working remotely as well as in the office, financial institutions still need to build strong partnerships and engage their employees.
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Spring is Here Bringing Flowers and New Rules and Regulations For Credit Unions in May 2022
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Spring is Here Bringing Flowers and New Rules and Regulations For Credit Unions in May 2022

As we enter May, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Spring is Here Bringing Flowers and New Rules and Regulations for Banks in May 2022
Blog

Spring is Here Bringing Flowers and New Rules and Regulations for Banks in May 2022

As we enter May, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Virtual Team Building for a Virtual Office
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Virtual Team Building for a Virtual Office

With employees working remotely as well as in the office, financial institutions still need to build strong partnerships and engage their employees.
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How to Combat the Challenges of Working and Managing Remotely
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How to Combat the Challenges of Working and Managing Remotely

Remote and hybrid teams are challenged with learning new best practices while working from home, such as proper time management and productivity. Other challenges managers and their teams need to overcome include engaging remote teams and setting expectations.
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Getting Recertified-The MLO Way
Blog

Getting Recertified-The MLO Way

It goes without saying that financial literacy and education are vital components to what we do as financial institutions. But do we truly understand why?
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What Is Financial Literacy and Why Is It Important?
Blog

What Is Financial Literacy and Why Is It Important?

It goes without saying that financial literacy and education are vital components to what we do as financial institutions. But do we truly understand why?
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April Showers Bring Flowers And New Compliance Training For Credit Unions in April 2022
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April Showers Bring Flowers And New Compliance Training For Credit Unions in April 2022

As we enter April, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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April Showers Bring Flowers And New Compliance Training For Banks in April 2022
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April Showers Bring Flowers And New Compliance Training For Banks in April 2022

As we enter April, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Customer Service Has Superhero Powers
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Customer Service Has Superhero Powers

Superheroes don’t just exist in the movies and cartoons. They are among us. We interact with them every day. They go by their code name: Customer Service.
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5 Keys To Preparing for a CRA Exam
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5 Keys To Preparing for a CRA Exam

Are you prepared for your CRA Exam with the recent OCC changes? This exam will be different than those in the past. This could make for a daunting examination of your company.
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Handling Rate Resistance (with a powerful objection response)
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Handling Rate Resistance (with a powerful objection response)

Mortgage loan officers shouldn't fall into the trap of letting the rate dictate the sales process. Great value, great benefits, and great relationships win their business.
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Closing the Gap: How to Empower Women in Banking
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Closing the Gap: How to Empower Women in Banking

It’s not fair to up the burden of closing gender gaps on only women. Ensure that both male and female leaders and employees are part of the conversations and change.
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Don’t Trust Your Compliance Training to Luck in March 2022
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Don’t Trust Your Compliance Training to Luck in March 2022

As we approach March, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Resolving Conflict (with customers and colleagues)
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Resolving Conflict (with customers and colleagues)

Do you know how to navigate conflicts with both customers and colleagues to maintain relationships and keep moving forward when frustrations are present?
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Earning Ongoing Business (from customers-for-life)
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Earning Ongoing Business (from customers-for-life)

Like rates, mortgage industry professionals often worry more about loan changes than borrowers themselves.
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5 Ways to Develop Well-Rounded MLOs
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5 Ways to Develop Well-Rounded MLOs

To be truly successful, MLOs need to be well-rounded – from underwriting guidelines, compliance rules AND sales training.
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Compliance Topics You Need to Know in February 2022
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Compliance Topics You Need to Know in February 2022

As we approach February, the key to your success is to ensure your staff is aware and properly trained on the regulatory updates taking effect in 2022.
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Organizing Your Day (and reclaiming your life)
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Organizing Your Day (and reclaiming your life)

As a busy business professional are you interested in organizing your day, enhancing your daily personal productivity, and optimizing performance?
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Make Sure Your Team is Prepared in 2022 (Part 2)
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Make Sure Your Team is Prepared in 2022 (Part 2)

Training is your first line of defense against regulatory risk. With several regulatory updates taking effect in the new year, ensure your team is ready by attending one (or better yet, all) of the following webinars!
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Make Sure Your Team is Prepared in 2022 (Part 1)
Blog

Make Sure Your Team is Prepared in 2022 (Part 1)

Training is your first line of defense against regulatory risk. With several regulatory updates taking effect in the new year, ensure your team is ready by attending one (or better yet, all) of the following webinars!
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Get Ahead by Planning Ahead: Key dates in the financial services industry for your 2022 calendar
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Get Ahead by Planning Ahead: Key dates in the financial services industry for your 2022 calendar

Here are some key dates, as a leader in the financial world, you should have on your 2022 calendar!
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Mortgage Industry Updates: Monthly RoundUp – December 2021
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Mortgage Industry Updates: Monthly RoundUp – December 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Don’t Get Behind – How to Develop the Next Generation of Bank Leaders
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Don’t Get Behind – How to Develop the Next Generation of Bank Leaders

The key to your institutional success is to develop your next generational bank leaders to be prepared for the future of banking.
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Challenges and Opportunities (in high-volume markets)
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Challenges and Opportunities (in high-volume markets)

Have you ever wanted to learn how to navigate the unique challenges and seize the opportunities presented by high-volume markets in the mortgage industry? Achieving success in high-volume markets starts with understanding the challenges and opportunities presented by surging volumes and business activity.
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Managing Your Pipeline (to prioritize selling)
Blog

Managing Your Pipeline (to prioritize selling)

Funding loans at volume requires each member of the mortgage team to know their responsibilities and focus on being the best at what they do.
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Don’t Leave Training Dollars Behind: Stock Up on Compliance Webinars [December RoundUp]
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Don’t Leave Training Dollars Behind: Stock Up on Compliance Webinars [December RoundUp]

Our webinars and live streaming events are presented live by experts in their field addressing compliance issues, industry trends and regulation updates on topics such as Fair Lending, HMDA and more.
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How to Retain Employees in 2022
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How to Retain Employees in 2022

As you prepare for 2022 and as a financial institution leader, you must be strategic on how they face the challenge of attracting and retaining top talent.
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Mortgage Industry Updates: Monthly RoundUp – November 2021
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Mortgage Industry Updates: Monthly RoundUp – November 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Setting Clear Expectations With Customers and Partners
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Setting Clear Expectations With Customers and Partners

When organizational capacity is limited and competition is strong, setting clear expectations with customers and partners is critical to sustained success.
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How to be Safer Over Wireless Connections
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How to be Safer Over Wireless Connections

Security can be the main concern for financial institutions when working on a wireless network. The average individual protects their home wireless network by setting up a password to prevent their neighbors or others from taking control of your data. In a post-pandemic world, where many are still working remotely, we have to be more serious about wireless networking connections.
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Mortgage Industry Updates: Monthly RoundUp – October 2021
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Mortgage Industry Updates: Monthly RoundUp – October 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Cybersecurity Awareness Month Resources
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Cybersecurity Awareness Month Resources

Data breaches and cyberattacks have, unfortunately, become a common occurrence. This guide provides a variety of cybersecurity resources to help protect your institution against a cyber attack.
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How to Protect You & Your Institution Against Phishing
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How to Protect You & Your Institution Against Phishing

The first step to fighting cybercrime is awareness and education. Educate yourself on how you can defend your company against a phishing attack with the following tips.
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What You Need to Know About Ransomware
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What You Need to Know About Ransomware

With the rise of cybercrime, ransomware is a serious threat. Here's what you need to know about the file-encrypting malware, how it works, and what you can do as an institution to protect yourselves.
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How to Ensure Your Compliance Training Program is Ready for 2023
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How to Ensure Your Compliance Training Program is Ready for 2023

We are nearing the end of 2021 and many financial institutions are starting to plan for 2022. You might be asking yourself, “How do I know if my compliance training program is ready for 2022?”
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OSHA Covid Emergency Temporary Order – What Financial Institutions Need to Know
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OSHA Covid Emergency Temporary Order – What Financial Institutions Need to Know

President Biden announced that OSHA will be releasing an “Emergency Temporary Standard” which will apply to companies with 100 or more employees. The Standard will require weekly COVID testing for all employees unless the employee provides proof of vaccination or qualifies as a “remote” employee.
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Financial Institutions and Their Employees are Critical to the Fight Against Human Trafficking
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Financial Institutions and Their Employees are Critical to the Fight Against Human Trafficking

You can combat human trafficking by providing training to your entire staff, from the front line to the board room. Learn how.
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Mortgage Industry Updates: Monthly RoundUp – September 2021
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Mortgage Industry Updates: Monthly RoundUp – September 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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7 Tips for the Overwhelmed Mortgage Licensing Manager
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7 Tips for the Overwhelmed Mortgage Licensing Manager

In today’s busy housing market, it’s not hard for mortgage licensing managers to feel overwhelmed with the ever-changing learning needs of their workforce. Here's 7 tips for the overwhelmed mortgage licensing manager.
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What You Need to Know About The AML/CFT National Priorities
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What You Need to Know About The AML/CFT National Priorities

FinCEN has stressed that until regulations have been finalized, institutions do not have to incorporate these priorities into their existing AML programs. However, once the regulations have been implemented, institutions should be prepared to demonstrate the processes they do to address these priorities.
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Celebrating National Mortgage Professional Month – Resource Roundup
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Celebrating National Mortgage Professional Month – Resource Roundup

In honor of National Mortgage Professional Month, OnCourse Learning is sharing an array of valuable resources and insights to benefit mortgage lenders and MLOs everywhere.
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7 Benefits of Compliance Training Webinars
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7 Benefits of Compliance Training Webinars

Financial institutions have had to find a new way to reach learners. In a lot of cases, in-person training classes have been replaced with webinars. But does this new vehicle of training make the same impact as in-person training?
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Mortgage Industry Updates: Monthly RoundUp – August 2021
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Mortgage Industry Updates: Monthly RoundUp – August 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Evolving Issues in Workplace Harassment: Where do We Go from Here?
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Evolving Issues in Workplace Harassment: Where do We Go from Here?

An organization interested in promoting DE&I goals should seriously consider building and maintaining a DE&I program to keep the organization’s attention and prioritization on this important topic.
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What Contributes to a Civil & Respectful Workplace?
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What Contributes to a Civil & Respectful Workplace?

Is a civil and respectful workplace important? Read more to find out!
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Mortgage Industry Updates: Monthly RoundUp – July 2021
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Mortgage Industry Updates: Monthly RoundUp – July 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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How to Prioritize Top Sales Opportunities (Sell Early and Often)
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How to Prioritize Top Sales Opportunities (Sell Early and Often)

As a busy mortgage loan officer, maximizing your success in a high-volume market starts with your ability to manage a significant number of leads at times. Do you know how to sequence your contacts throughout the day to prioritize top opportunities for sales?
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The Ups and Downs of Working from Home and Technology
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The Ups and Downs of Working from Home and Technology

Regardless of how prepared your institution was or now is, a glitch is bound to happen. Here are some tips and hints to consider when working from home.
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Mortgage Industry Updates: Monthly RoundUp – June 2021
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Mortgage Industry Updates: Monthly RoundUp – June 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Expediting the Application (while securing relationships)
Blog

Expediting the Application (while securing relationships)

High-volume mortgage markets are the ideal time to embrace a streamlined approach to mortgage origination. As a busy mortgage loan originator, do you know how to expedite the application while securing relationships in your approach?
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Mortgage Industry Updates: Monthly RoundUp – May 2021
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Mortgage Industry Updates: Monthly RoundUp – May 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Converting Customers (instead of getting shopped)
Blog

Converting Customers (instead of getting shopped)

Do you know how to effectively convert mortgage customer leads rather than get shopped? As a mortgage loan officer, it is your responsibility to shift your borrowers’ focus from price to value.
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Mortgage Industry Updates: Monthly RoundUp – April 2021
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Mortgage Industry Updates: Monthly RoundUp – April 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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What Is Financial Literacy and Why Is It Important?
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What Is Financial Literacy and Why Is It Important?

It goes without saying that financial literacy and education are vital components to what we do as financial institutions. But do we truly understand why?
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The Impact to the Regulatory Environment Amid a New Administration
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The Impact to the Regulatory Environment Amid a New Administration

Transition from one administration to another always brings about change. How exactly will the transition to the new administration be?
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Streamlining Your Value Prop (with a 30-second pitch)
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Streamlining Your Value Prop (with a 30-second pitch)

In an up market as a mortgage loan originator, your greatest asset is lead volume—which means improving conversion is the single largest driver of bottom-line results. Do you know how to master your value proposition when calling on inbound leads, referral leads, prospective referral partners, and portfolio customers?
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Mortgage Industry Updates: Monthly RoundUp – March 2021
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Mortgage Industry Updates: Monthly RoundUp – March 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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How to Take Your Career Pathing Strategy to the Next Level
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How to Take Your Career Pathing Strategy to the Next Level

It’s that goal-setting time of the year again, and ‘advance my career’ is at the top of the New Year’s resolution list for many. When looking at the role of Learning & Development (L&D), the departments core responsibility is to help employees find purpose in their work.
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Mortgage Industry Updates: Monthly RoundUp – February 2021
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Mortgage Industry Updates: Monthly RoundUp – February 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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How to Determine If You Have an Effective Training Program
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How to Determine If You Have an Effective Training Program

Developing an effective training program (or revitalizing an existing program) is a big endeavor. It’s critical that financial institutions take a strategic approach to determining the strengths and weaknesses of their program.
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Communicating With Customers (amidst mass-uncertainty)
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Communicating With Customers (amidst mass-uncertainty)

As a mortgage loan officer, how are you communicating with your customers in today’s volatile world? High-volume markets are often precipitated by a struggling economy—which means borrowers may be plagued by financial and emotional concerns, even while shopping for a loan. Aim to learn how to gain borrower commitment through clear, consistent, and empathetic communication.
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Mortgage Industry Updates: Monthly RoundUp – January 2021
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Mortgage Industry Updates: Monthly RoundUp – January 2021

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
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Working Well Individually (and as a Sales Team)
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Working Well Individually (and as a Sales Team)

Do you know how to position yourself and your financial services team for success by mastering your time and managing your mindset? You can only make the most of surging business activity for your financial institution if you set yourself and your sales team members up for success every single day.
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8 Benefits of Microlearning in Financial Institutions
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8 Benefits of Microlearning in Financial Institutions

Microlearning is everywhere in our everyday lives. When we watch, listen or read something short and sweet that’s targeted on a specific topic and is intended to teach you something – it’s microlearning.
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Top 2020 Resources for Financial Institutions
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Top 2020 Resources for Financial Institutions

This article includes a roundup of articles that caught the most attention and engagement in 2020.
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7 Easy Ways to Improve Your Virtual New Hire Training Program in 2021
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7 Easy Ways to Improve Your Virtual New Hire Training Program in 2021

Nothing is more anticlimactic than being excited for your first day of work – only to find out that everyone’s out of the office on PTO; add on top of it, a fully remote new hire training experience. Here are seven strategies on how to effectively virtually train your new hires during the holidays that will make them feel welcome during the holidays.
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Mortgage Industry Updates: Monthly RoundUp – December 2020
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Mortgage Industry Updates: Monthly RoundUp – December 2020

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward.
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Mortgage Servicing Compliance is a Big Deal.
Blog

Mortgage Servicing Compliance is a Big Deal.

Training is a key element to maintaining a strong compliance position and program. Servicing a mortgage loan is no easy task. And then when a pandemic hits, mortgage servicing is even more crucial and more complex. Avoid the costly mistake of your regulator finding violations of which you are unaware.
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“Do You Play to Your Strengths?”
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“Do You Play to Your Strengths?”

Does your mortgage team know how to play to their strengths? Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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Mortgage Industry Updates: Monthly RoundUp – November 2020
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Mortgage Industry Updates: Monthly RoundUp – November 2020

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward.
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Mortgage Industry Updates: Monthly RoundUp – October 2020
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Mortgage Industry Updates: Monthly RoundUp – October 2020

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward.
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“Improvement is the Wrong Metric.”
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“Improvement is the Wrong Metric.”

Top producing teams don't focus on improvement when measuring performance. Learn why. Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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“Want to Make a Sale Today? Stop Multitasking.”
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“Want to Make a Sale Today? Stop Multitasking.”

Is your mortgage team applying a single focus to achieve higher productivity and performance? Your team can multitask, but they can't multi-focus. Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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Mortgage Industry Updates: Monthly RoundUp – September 2020
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Mortgage Industry Updates: Monthly RoundUp – September 2020

Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward.
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New FinCEN Cybercrime Advisory Targets COVID-19 Related Crimes
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New FinCEN Cybercrime Advisory Targets COVID-19 Related Crimes

The Financial Crimes Enforcement Network (FinCEN) recently issued an advisory to alert financial institutions to potential indicators of cybercrime and cyber-enabled crime observed during the COVID-19 pandemic.
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“The Foundation of Good Communication”
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“The Foundation of Good Communication”

Is your mortgage team listening to what customers have to say? Customers love good listeners. The more your team learns to pause and let customers talk, the deeper they'll get to uncover a need to help them. Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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Flood Insurance: Federal Regulators Are Seeking Your Comments
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Flood Insurance: Federal Regulators Are Seeking Your Comments

Flood Insurance: Federal Regulators Are Seeking Your Comments Recently, the federal regulatory agencies proposed updates to Interagency Questions and Answers Regarding Flood Insurance. Now is the time to review the proposed updates so that you can provide any comments by the due date of September 4, 2020.
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3 Insights to Effective & Meaningful Training for Gen Z in Financial Institutions
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3 Insights to Effective & Meaningful Training for Gen Z in Financial Institutions

Gen Z entered the workforce about two years ago. This article discusses three insights on how L&D can make training more meaningful for this generation.
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Social Media Risks for Mortgage Lenders
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Social Media Risks for Mortgage Lenders

Do You Know Your Social Media Risks? As a mortgage lender, to some varying degree, the use of social media is in your toolkit to engage customers, connect with potential new ones through marketing, and others.
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Did You Remember to Update Your Regulation CC Program?
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Did You Remember to Update Your Regulation CC Program?

In the midst of a season that has presented many unknowns, it’s important to keep track of regulatory updates. Of one particular update is Regulation CC. The Dodd-Frank Act amended Regulation CC, and these amendments were effective back in 2011.
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How to Jump Start a Diversity and Inclusion Initiative in the Workplace
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How to Jump Start a Diversity and Inclusion Initiative in the Workplace

Diversity is more than just skin color or cultural differences. In this article you will learn how to jump start a diversity and inclusion initiative.
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Employee Development Plan vs. Coaching: Why You Need Both
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Employee Development Plan vs. Coaching: Why You Need Both

COVID-19 has changed just about everything. There is a heightened importance of new skills post-COVID. A new financial environment is on the horizon. Effective coaching and employee development will ensure your staff is ready for what’s coming.
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“Should You Do What You’ve Always Done?”
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“Should You Do What You’ve Always Done?”

Should your team do what they've always done? There is no such thing as a marketplace that is unchanging. Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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5 Tips to Stay Healthy and Active While Working from Home
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5 Tips to Stay Healthy and Active While Working from Home

Feel your best so you can do your best! Take the time to follow healthy habits that benefit your well-being while working from home.
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How to Create High Impact Online Financial Compliance Training
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How to Create High Impact Online Financial Compliance Training

Today, banks and credit unions can offer online compliance training to their workforce, giving the modern learner access to the training they need, when they need it.
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5 Ways to Identify a Skills Gap
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5 Ways to Identify a Skills Gap

The phrase ‘skills gap’ is often used during employee review time or during business reviews. But what does it really mean to have a skills gap?
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Does Digital Banking Replace Human Interaction?
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Does Digital Banking Replace Human Interaction?

While digital banking brings convenience and ease to customers, the need for human interaction cannot be completely written off.
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Communication & Relationship Building for Mortgage Loan Officers – Part 4:  Internal Relationships
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Communication & Relationship Building for Mortgage Loan Officers – Part 4: Internal Relationships

Communication and relationship building skills are vital for the success of Mortgage Loan Officers. Learn how to maintain great relationships with Mortgage Originators to further grow your business.
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5 Qualities of an Effective Leader During a Pandemic (and Beyond)
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5 Qualities of an Effective Leader During a Pandemic (and Beyond)

With the world changing faster than we’ve had to deal with before, creating a culture of resilience will ensure your organization thrives. These five leadership qualities will help you be a more effective leader not only during a pandemic, but for years to come.
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Returning to Work After COVID-19: A Guide for Financial Institutions
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Returning to Work After COVID-19: A Guide for Financial Institutions

When returning to work after COVID-19, businesses are looking for ways to reopen as safely as possible for their employees and clients.
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Tips for Entry and Requirements for Mortgage Loan Originators
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Tips for Entry and Requirements for Mortgage Loan Originators

Did you know there is a positive outlook for the demand for mortgage loan originators? There are many professional areas that prospective mortgage loan originators can focus on in preparation for a career in mortgage loan origination.
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Professional Skills List for Retail Bankers
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Professional Skills List for Retail Bankers

The role of a retail banker is evolving and changing. This role requires a unique set of both hard skills as well as professional skills.
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Why Professional Skills are Important in Financial Services
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Why Professional Skills are Important in Financial Services

When employees are provided a well-rounded training, that includes BOTH regulatory issues and effective business operations, companies can achieve even greater success.
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“Low Rates Won’t Win You Business”
Blog

“Low Rates Won’t Win You Business”

Mortgage loan officers shouldn’t fall into the trap of letting the market dictate the sales process. Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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What Will Banking Look Like in a Post-Pandemic World?
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What Will Banking Look Like in a Post-Pandemic World?

We don’t know when the United States will return to a sense of normalcy, but we do know that the way clients expect to interact with their financial institution will change.
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Lifelong Learning for Mortgage Loan Originators
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Lifelong Learning for Mortgage Loan Originators

Do you know the preparation and training involved to be an educated and compliant mortgage loan originator? Keeping abreast of industry best practices and ever-changing laws is paramount to the success of an MLO. Stay on top of these education requirements.
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How to Provide Engaging Compliance Training for Financial Institutions
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How to Provide Engaging Compliance Training for Financial Institutions

Engaging compliance training is designed to promote an effective, efficient and engaging learning experience by presenting information in a concise, easily digestible, and relevant format for students.
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Mortgage Loan Originator 101
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Mortgage Loan Originator 101

Have you ever wondered – what’s the role of a Mortgage Loan Originator (MLO)? Even as we practice social distancing and move to a virtual work environment, it can be a fulfilling way to earn a living and help others at the same time.
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What is a Connected Learner?
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What is a Connected Learner?

The future of work is constantly changing. Traditional training programs are failing to empower the modern workforce. Organizations who prioritize developing connected learners are gaining a key differentiator against their competition.
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Financial Institutions Can Help Fight COVID-19 Scams
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Financial Institutions Can Help Fight COVID-19 Scams

As COVID-19 continues to spread throughout the United States, scammers have seized the opportunity to prey on consumer fears surrounding the virus.
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Security Awareness Training for Working Remotely
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Security Awareness Training for Working Remotely

Now more than ever employees working remotely must keep their cyber-hygiene top of mind to help thwart cyber criminals who are looking to take advantage of this global crisis. Stay ahead of cyber criminals by ensuring your workforce adapts safely with our new course series, Security Awareness Training for Working Remotely.
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Post-Pandemic: Are You Preparing for What Comes Next?
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Post-Pandemic: Are You Preparing for What Comes Next?

When the dust clears in the coming weeks, financial institutions need to talk about the impact of the Coronavirus. Will you and (perhaps more importantly) your teams be prepared for what comes next?
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Bank & Credit Union Guide to the CARES Act and the Paycheck Protection Program
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Bank & Credit Union Guide to the CARES Act and the Paycheck Protection Program

While guidance is still forthcoming, our Payment Protection Program FAQ answers questions from business eligibility to underwriting guidelines.
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“Why I Love Rejection”
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“Why I Love Rejection”

Whether we want to admit it or not, part of living and doing business is learning to deal with rejection. Which is why we need to learn to love rejection. Here's how. Check out this Dale eMinute learning topic and more inside Mortgage HQ: All-in-One Training Solution.
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5 Ways Training Can Provide Employee Engagement During Social Isolation
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5 Ways Training Can Provide Employee Engagement During Social Isolation

The coronavirus has many of us self-isolating. Just as many of us are worried about keeping in touch with our loved ones, leaders are concerned about staying connected with their staff. With tradition in-person training not a current option, organizations need to adapt.
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5 Habits of Effective Mortgage Loan Officers
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5 Habits of Effective Mortgage Loan Officers

Do you have the determination to practice some of the habits of successful mortgage loan originators? Successful MLOs maintain habits for consistent growth and production in their day-to-day activities. Check out these 5 habits of effective mortgage loan officers
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How Banks Can Prepare a Coronavirus Pandemic Preparedness Plan
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How Banks Can Prepare a Coronavirus Pandemic Preparedness Plan

As covid-19 spreads, it’s prudent that financial institutions have a plan in place for when or if a pandemic or disaster occurs. Earlier this week, a top CDC official reported to congress that a global pandemic might be closer than we think. When was the last time you reviewed your pandemic plan and/or business continuity plans?
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Mortgage HQ: All-in-One Training Solution
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Mortgage HQ: All-in-One Training Solution

Take a minute. Ask yourself. How are you retaining your top talent by keeping them engaged – personally and professionally? What are you doing to ensure you’re building a world-class mortgage lending organization? Introducing Mortgage HQ.
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5 Steps to Prepare for the Mortgage Exam
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5 Steps to Prepare for the Mortgage Exam

Are you ready to take the National Mortgage Exam? The mortgage licensing exam is rigorous with a broad array of questions on specific topics related to mortgage activities. Here are 5 steps to help you prepare for the mortgage exam.
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2020 Banking Trends You Need to Know
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2020 Banking Trends You Need to Know

What banking trends can bankers expect in 2020? As we embark on a new decade, technology and banking trends are changing and evolving. Technology brings artificial intelligence front and center in the world of banking. Innovation is everywhere. Leaders are looking for new ways of doing things.  The following is a look at how some banking trends may play out over the next year.
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Artificial Intelligence in Financial Services
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Artificial Intelligence in Financial Services

Artificial intelligence is becoming the technology to increase the customer experience and operational efficiencies in the lending process. The potential of artificial intelligence to transform your business is here.
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4 Key Requirements to Becoming a Mortgage Loan Originator (MLO)
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4 Key Requirements to Becoming a Mortgage Loan Originator (MLO)

A lot of people ask, “How do I become a mortgage loan originator?” If you’re not familiar with the industry, the process can be overwhelming. Here are a four key requirements to consider as you get started on your mortgage career path.
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Communication & Relationship Building for Mortgage Loan Officers – Part 3: Mortgage Referral Partners

Communication and relationship building skills are vital for the success of Mortgage Loan Officers. Learn how to maintain great relationships with current clients to further grow your business.
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Taking a Moment to Be Still: Looking Back and Moving Forward

What is the impact of regulatory compliance changes on the mortgage industry? In this article, we will take a moment and look back at 2019 to review some of the major federal regulatory compliance changes as well as what we might see in 2020.
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MLO Spotlight Story

Whether you’re starting a new career or an established Mortgage Loan Originator (MLO), it’s helpful to hear stories from those who have been in your shoes! Hear from a mortgage professional as he shares his career journey and provides tips for Loan Officers.
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Advertising Compliance Check-Up for Financial Institutions

Advertising. Once an uncomplicated part of compliance where you just had to make sure that there were no triggering terms to warrant further disclosures, as an example. It seemed somewhat simple. Learn how to reduce or minimize compliance risk in your financial institution's advertising practices.
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Mortgage Pre-Licensing State Law Courses Change Format as of November 1, 2019

In accordance with NMLS regulations, starting on November 1, 2019, all standalone state law Online Instructor Led (OIL) pre-licensing courses will now be delivered in an Online Self-Paced (OSP) format*. Learn what this means for mortgage lenders.
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Password Protection Best Practices

Passwords are a common target of cybercriminals and carry a lot of risk. Read our best practices to keep your passwords protected.
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OnCourse Learning and Mortgage Champions now offering blended training solution and certification

BROOKFIELD, Wis. Oct. 23, 2019 — OnCourse Learning and Dale Vermillion’s Mortgage Champions have announced a new partnership...
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Creating a Cybersecurity Culture

Financial Institutions today face many cybersecurity risks. Creating a cybersecurity culture is key to alleviating the risks at your organization.  Read our tips to create a culture of passion for cybersecurity.
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Communication & Relationship Building for Mortgage Loan Officers – Part 2: How to Maintain Great Relationships with Current Clients

Communication and relationship building skills are vital for the success of Mortgage Loan Officers. Learn how to maintain great relationships with current clients to further grow your business.
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Social Media Risk Management

Learn the risks social media poses to your financial institution and strategies to manage them.
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Preventing Elder Financial Abuse – Tips for your Frontline Employees

Financial exploitation of the elderly is one of the saddest and most disturbing crimes. As a frontline employee of a financial institution, you can help protect our elderly. Learn how to identify signs of elder financial abuse so you can help prevent it.
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Communication & Relationship Building for Mortgage Loan Officers – Part 1: Three Keys to Creating Great Client Relationships

Communication and relationship building skills are vital for the success of Mortgage Loan Officers. Learn three keys to creating great client relationships.
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Compliance Risk: The Risk of Not Knowing

Mitigating compliance risk requires a constant and consistent approach. Learn more about compliance risk, what is involved in a compliance risk assessment and ways to manage compliance risk at your institution.
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MLO Spotlight Story

Hear from a mortgage professional as he shares his career journey and provides tips for Loan Officers.
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Identifying Human Trafficking Crimes – Follow the Money

Human trafficking or smuggling is a horrific crime, and unfortunately a $9 billion industry in the United States. Learn how you as a Financial Institution can identify and respond to these types of crimes.
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The Beneficial Ownership Rule – Are You Ready for Your First Exam?

Considered the fifth pillar of an AML compliance program, it’s the newest piece to your customer due diligence program.  Learn what your institution needs to navigate the first regulatory examination that encompasses this new requirement.
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Aliens and the Estimate

Let’s talk about ALIENS and the mortgage Loan Estimate. No, I’m not talking about aliens from outer space. I’m talking about the kind used to identify whether we have a completed mortgage loan application.
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Adtalem Global Education Completes OnCourse Learning Financial Services Acquisition

We are pleased to announce that we are now part of the Adtalem Global Education Financial Services family
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OnCourse Learning and California Community Banking Network form partnership

OnCourse Learning Financial Services announced today a partnership with the California Community Banking Network (CCBN) to provide regulatory compliance training for members of CCBN.
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OnCourse Learning Partners with The Credit Union League of Connecticut

OnCourse Learning announced today a partnership with the Credit Union League of Connecticut (League) to provide regulatory compliance online training for its members.
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Creating Best in Class Content

At OnCourse Learning, we know that quality content is king - especially when....
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Delivering an Outstanding Learning Experience

At OnCourse Learning, we’re committed to delivering an outstanding eLearning experience. We incorporate all four spheres of....
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Enhancing The Online Learning Experience

At OnCourse Learning, we’re continually evolving our technology solutions to enhance the online learning experience. Our....
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Empowering Clients to Advance in their Career

At OnCourse Learning, we are proud of where we have been, where we are, and where we are going to help our....
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Training and CE to Help Solve Employee Skill Gaps

Embracing training and continuing education can help solve employee skill gaps....
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Culture of compliance trumps culture of defiance

Without question, the time for action is now — abandon the culture of defiance and recognize the value inherent to a....
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