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Taking the Loan Application

Course Description

This course gives participants the tools to understand the information that is required on a consumer credit application and to properly respond to informal inquiries about consumer loans. It is essential to understand all the information required on the application in order to hold conversations with applicants in a manner that makes them feel comfortable. Key elements of the application include the reason for the request and whether the request is within policy. Participants also learn which types of identification are acceptable.
60 Minutes
Series: Consumer Lending Program (in Partnership with Eensight)
Roles: Commercial, Operations & IT, Retail
Course Format: Online Self-Paced

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