Loan Servicing Certificate

Loan Servicing Certificate

This curriculum introduces bank personnel to the role of loan servicing and the supporting functions it provides to customers and within an organization. The development of knowledge and practical skills in this area provides the foundation for an educational career path leading to the Loan Servicing Diploma and the General Banking Diploma and/or Bank Operations 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

Virtual Classroom

  • Balancing Priorities

  • Business Telephone Skills

  • Calming Upset Customers


  • Consumer Credit Reporting, Credit Bureaus, Credit Scoring and Related Policy Issues

  • Contributing to a Respectful Workplace

  • Legal Foundations in Banking

  • Mortgage Servicing:  Overview

  • Mortgage Servicing:  Escrow Accounts

  • Mortgage Servicing:  Error Resolution

  • Mortgage Servicing:  Loan Origination and Servicing Transfers

  • Mortgage Servicing:  Loss Mitigation

  • Mortgage Servicing:  Payment Crediting and Periodic Statements

  • Principles of Banking

  • Safeguarding Customer Information and Nonpublic Areas

  • Written Communication or Professional Writing Certificate



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