Cashflow Analysis of Tax Returns: Who Should Attend

Who attends

Throughout the country, Linda has successfully trained lenders from banks, credit unions and mortgage companies. Their reasons for attending vary:

Why banks
Why credit unions
Why mortgage lenders

From junior to seasoned lenders, Linda helps you understand the whats, whys and hows of credit analysis.

Individuals who will benefit

  • Lender
  • Commercial
  • Consumer
  • Mortgage
  • Commercial Real Estate
  • Underwriter
  • Branch Manager
  • Mortgage Broker
  • Loan Originator
  • Credit Analyst
  • Business Development Officer
  • Member/Customer Service Representative
  • Loan Processor
  • Internal Auditor
  • Lending Manager

Anyone who needs to:

  • Analyze financial statements and tax returns
  • Pull and document qualifying income
  • Understand your borrower and become a resource for them
  • Capture and retain the bigger lending relationships
  • Advance in your lending career

Reviews of Linda’s courses

Seasoned lenders say

"Even if you are experienced, you need a refresher to learn more or remember old ideas long forgotten."
Gina Phillips, Loan Specialist, First Republic Bank

"Wonderful seminar. Very helpful and applicable to what we do everyday. Thank you!"

Rob Lajoie, Vice President Lending, San Mateo CU

"Answered questions I always wanted to ask."
Helen Amor, Commercial Lender, Pacific Mercantile Bank

"It is great to learn new things while getting a refresher at the same time."
Jan Christensen, Underwriter, Canyon National Bank

"The class was very informative. It simplified what I already know."
Kim Creese, Senior Loan Processor, Hawthorne Savings

And from lenders looking for the basics:

"Even for a ‘greenhorn’, this course was beneficial. It explained how to glean relevant information from a 1040."

Brian Kuh, Branch Sales Manager, American Marine Bank

"Great class for the novice. I would highly recommend class to others."
Beverly Dowling, RE Manager, Wyoming EFCU

"Coming in with very little knowledge, I found the whole program useful."
Patty Easton-Mace, Loan Analyst, Intervest Mortgage

"After a year working as a credit analyst, this class made so much fall into place. Thanks!"
Caryl Hallen, Credit Analyst, San Jose National Bank

Next steps:

Linda helps lenders of all levels, working in all different types of lending:

Register for a workshop

Purchase a manual or our Global Cashflow Worksheet
Contact us with questions

Download the Global Tax Return Analysis
Quick Reference Guide