CFTEA

Commercial Loan Assistant Certificate

Commercial Loan Assistant Certificate

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 effectively help the community and many small businesses. 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.

This certificate is the first step in the Commercial Loan Assistant Career Path.  The next step leads to the Advanced Commercial Loan Assistant Certificate and finally, the Commercial Loan Assistant Diploma.   (Formerly CFT Training)

 

Select from the following formats (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

Webcourse

  • Business Telephone Skills

  • Excel Advanced Skills

  • Legal Foundations in Banking (formerly Law & Banking)

  • Quality Service

  • The Business of Listening

2020.08

AIB ABA CFT

 

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