CUNA Tools January 2011

Training opportunities come in a wide range of formats.

January 1, 2011

Looking for Variety in Training?

Whether you prefer face-to-face sessions, online study, or web-based resources, you can meet your training needs with offerings from the Credit Union National Association.

Mortgage Lending School

This unique school, March 20-24 in Austin, Texas, provides topics at three different levels, helping you address all of your credit union’s lending training needs. Cover one topic in-depth or build your own curriculum around individual sessions. The agenda includes:

  • General sessions: Explore future economic trends and best practices in lending.
  • Residential Mortgage Lending: Design your credit union’s strategy, learn to grow your mortgage program, and review compliance requirements for mortgage lenders.
  • Consumer Lending—Introduction: Dive into the world of consumer lending, starting with the basics and advancing to communications, regulation, loan policies, and underwriting strategies for high-risk members.
  • Consumer Lending—Advanced: Dig deeper into topics such as analyzing lending strategies, managing your loan department, creating a sales culture, and growing loans in a tough economy.

Visit; select “upcoming events.”

Self-study options

CUNA’s self-study courses provide opportunities for personnel at all levels—staff, management, executives, and volunteers—with real-world instruction, when and where it’s needed.

Self-study courses in the Lending and Loan Processing track include:

  • Loan interviewing;
  • Loan marketing;
  • Loan servicing;
  • Loan underwriting;
  • Preparing loan documents;
  • Maintaining loan documents;
  • Mortgage lending;
  • Servicing mortgage loans; and
  • Lending products and regulations.

Online offerings are organized by topics as well as by learning plans for various positions.

Courses focusing on core competencies are clearly identified. 


Sales, service, and leadership

The days of waiting for a member to walk in or call are long gone.

Competing in today’s market means anticipating member needs. And meeting those needs requires staff to be fully trained as service providers. 

CUNA’s time-tested program—Creating Member Loyalty™—enables progressive credit unions to tailor training to specific needs. 

The program offers competency training in three strategic areas:

  • Sales—Coaches staff to uncover member needs and generate product-oriented solutions.
  • Service—Demonstrates ways to help the member feel valued and understand your credit union’s offerings.
  • Sales leadership—Helps managers transition staff from an operations focus to a sales management focus.  

Visit; select “Creating Member Loyalty.”

Reach Young Borrowers Online

Your credit union’s online presence matters. Nearly 80% of the millennial generation (generation Y) use financial websites, and 44% prefer online transactions—more than twice the number that prefer branches.

Show 18- to 30-year-olds how to budget, borrow, and buy responsibly—then connect them to your products and services with CUNA’s Money Mix™ website for young adults.

MoneyMix™ online resources engage younger members with interactive features, blogs, videos, and articles—all produced by their peers. 

Visit Interested in a guided tour? Call 800-356-9655, ext. 4344.