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With the intent to rescind on the horizon, modernization remains in flux… yet there are some elements that will remain steadfast.

Community development loans will remain a cornerstone in deploying capital for the greater good and community development loan mining and documentation is and will remain a steady part of your bank’s CRA Program.

 

Enter, our popular Community Development Loan Challenge.

 

Your bank is most certainly sitting on unidentified CD Loans right now. With a bit of experienced guidance you could identify and document several of these loans in just one week!

Over the course of a week, we are going to come beside you in fact paced training and implementation sessions to identify and document multiple community development loans.

What do you say – are you up for the challenge?

 

In just one week we will cover … 

  • Your first 3 steps to identify and document a CD loan today
  • How to uncover the most overlooked loans within lending portfolios
  • Getting commercial lenders’ attention
  • How to create documentation to withstand examiner scrutiny
  • Reverse the trend of underreporting

This challenge is designed to be completed in just 30-60 minutes a day during which you will have the opportunity to meet with Linda and your peers to focus on community development loans. Our fast-paced training sessions, daily hands-on activities, and resources will provide you with the necessary tools and inspiration to identify and document at least 5 community development loans that will survive examiner scrutiny.

We will also cover strategies for engaging with commercial lenders to identify CD loans prior to origination and tips for creating micro-training moments to avoid lengthy compliance training.

Here is what you will get when you join the CD Loan Challenge:

    • LIVE quick daily training sessions with Linda Ezuka
    • Daily assignments to build your CD loan portfolio one step at a time 
    • Workbook with customized action steps 
    • Set and achieve loan identification goals, within our time together

And all the tools you need to get it done, including:

    • Commercial lender email templates 
    • Data mining checklist
    • Tutorial videos showing how to document using BLS and AMI
    • Quick reference guide to documentation standards
    • Goal setting template and ideas to implement 
    • And if you know Linda, you’ll also get a bit of compliance pixie dust along the way!

 

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