Consumer Loan Process

Guides you through using the three-step consumer lending process, including customer service and regulatory considerations. Discover how to take a complete and accurate application, as well as evaluate the borrower’s ability and willingness to repay a loan. Explore best practices for communicating the loan decision and next steps.

Duration: Approximately 20 minutes.

Audience: Any bank personnel with little or no experience in consumer lending.

Learning Objectives:

  • Examine the consumer lending process
  • Describe the application step
  • Describe the decisioning step
  • Explain how to communicate the lending decision to your customer

Related Training: Fundamentals of Consumer Lending Suite

ABA Certificates: This course applies to the following certificates:

The New York Bankers Association is a Local ABA Training Provider.

NYBA Professional Development at (212) 297-1679 or
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Member $55 
Non-Member $75

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To license this course for multiple learners, contact NYBA Professional Development.