Loan Servicing Diploma

Loan Servicing Diploma

This curriculum provides an educational career path to bank personnel in the role of loan servicing. The courses within this Diploma build on the essentials in the Loan Servicing Certificate and provide additional advancement toward the General Banking Diploma and/or the Bank Operations DiplomaLoan Servicing Certificate required for completion or manager approval.

Loan servicing refers to the administrative aspects of a loan from the time the proceeds are dispersed to the borrower until the loan is paid off. Loan servicing includes sending monthly payment statements, collecting monthly payments, maintaining records of payments and balances, collecting and paying taxes and insurance (and managing escrow funds), remitting funds to the note holder, and following up on any delinquencies. (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

Virtual Classroom

  • Accounting, Financial or General

  • Creative Problem Solving

  • Ethics in the Workplace

  • Fundamentals of Consumer Lending

  • Leading Others Through Change

  • Legal Foundations in Banking (formerly Law & Banking)

  • Meetings that Work

  • Steps to a Powerful Personal Brand

  • Working Effectively with Co-Workers

# Regulations may be transferred towards this diploma from an internal compliance program currently within an organization



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