That was then…

• Community banks hired lenders out of the big banks after they received extensive training.
• Big banks offered significant training on every relevant subject.

This is now…

• Lenders join community banks without pre-training from elsewhere.
• Competition is heating up for new hires as baby boomers hit the door.
• You may be getting less experienced people than you used to hire.

Bank training options

By contract trainers

Some banker/contract instructors have a wonderful ability to explain complicated subjects and a flair for the training environment.

The next time, a different banker is presenting and it’s just not the same.

By companies with proprietary software and systems

• They train to their own software and worksheets.
• If you want to keep your own system you are out of luck.
• They understand their software but do they understand the bigger picture?

By a practicing CPA

• You have a CPA on your board or attend a ‘practice-building’ session taught by a local CPA.
• You find that what a CPA knows, and needs to know about tax returns is very different than what a lender needs to know.
• And surprise! Not all CPAs are great trainers.

Linda steps in to fill the gap, consistently.

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Take courses online
Email or call us at 360 455-1569 about onsite training.