As a Commercial Loan Assistant, the role requires learning all the ins and outs of this part of the lending industry. It includes assisting Commercial Loan Processors, Underwriters, and Officers in gathering information and documents. This career path provides the power to help the community and many small businesses effectively. Working with clients to collect all of the needed information to process the loan, this role requires specialized training that supports the commercial lending world, government regulations, and customer service.
Select from the following formats (click blue checkmarks) to gain course information and pricing. Courses may be taught in-house or live based on requests to the CFTEA office.
Required Courses
Instructor Led Online
Guided Learning
Self Paced
Virtual Classroom
Accounting Basics
BSA / AML: Beneficial Ownership and Customer Due Diligence
Business Telephone Skills
Commercial Loan Documentation
Commercial Loan Structuring
Excel Basics
Flood Insurance
Fundamentals of Small Business Banking
Legal Foundations in Banking
Listening with Intent
Principles of Banking
Understanding Your Small Business Customer
Written Communication or Professional Writing Certificate
2024.07
AIB ABA CFT
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