Brett Christensen is the owner of CU Lending Advice, LLC. As such, he consults and conducts training sessions on various lending topics to professionals that work in the credit union industry. His personal and entertaining speaking style have also made him a popular and sought out speaker in the credit union industry.
Prior to forming his own company, Brett worked as a lending consultant and trainer for Lending Solutions Consulting, Inc. and he was the President of the Loan Link Learning Center in Grand Prairie, TX.
Prior to his work at Loan Link, Brett was the Vice President of Lending & Sales at Clark County Credit Union in Las Vegas, Nevada. He also worked for five years as a civil engineering officer in the United States Air Force.
He has earned a Bachelor's of Science degree in Civil Engineering from the United States Air Force Academy in 1987, and a Master's of Business Administration degree from the University of Phoenix in 1991.
Morning Session – Lending is an Attitude!
Every member is unique
Reasons to take on more risk when lending
Mandatory steps to successfully lend to higher-risk members
Afternoon Session – Improving Loan Interviewing and Sales Skills
Four things that must get done in the loan interview
Learning to tailor your approach in the loan interview
Interview questions to ask that don't show up on software
What a good notes page looks like
Improving individual sales skills
Selling ancillary insurance products
Building performing high-risk loans in the interview
The firm close
Morning Session – FICO Scores
A full understanding FICO Credit Scores
Recent changes made to the FICO score
Afternoon Session – Principles of Successful Consumer Loan Underwriting