Online Class: Bank Loan Processing
no certificate
with CEU Certificate*
-
17Lessons
-
18Exams &
Assignments -
15Hours
average time -
1.5CEUs
Course Description
Step into the Future of Lending: Transform Your Career and Empower Others
The lending industry is evolving, and with it comes the need for skilled, knowledgeable professionals who can confidently navigate this complex landscape. Whether you're dreaming of a career helping families secure their first home, enabling students to achieve their educational goals, or empowering small businesses to thrive, this course is your gateway to a future of purpose, growth, and financial success.
But this isn't just another online class. It's your opportunity to master the art and science of lending, positioning yourself as a trusted guide in an industry where expertise and integrity are more essential than ever. In today's regulatory climate, clients are not just looking for loan officers; they're seeking advisors-individuals who can demystify the lending process, craft tailored solutions, and build lasting trust. This course equips you with the tools to not only meet but exceed those expectations.
Imagine understanding every nuance of the lending world: from interpreting credit histories with precision to identifying the ideal loan products for each unique client. Picture yourself confidently designing payment structures that empower individuals to achieve their goals while aligning with their financial realities. This course transforms that vision into reality, offering insights and strategies you won't find elsewhere.
What sets this course apart? It's not just the comprehensive knowledge you'll gain; it's the practical, actionable skills that prepare you to excel in a competitive market. You'll learn how to think like an expert, communicate like a leader, and perform like a top-tier professional. We go beyond theory to show you how to thrive, from navigating diverse loan options to understanding performance-based earning structures that reward your success.
By the end of this journey, you won't just be ready to enter the lending industry-you'll be prepared to lead. Whether your focus is mortgages, auto loans, student financing, or personal lending, you'll have the confidence to take on challenges, the expertise to solve problems, and the passion to make a real difference in your clients' lives.
This is more than a career step-it's a transformation. A chance to elevate your skills, create meaningful impact, and build a future filled with opportunity. The industry is waiting for leaders like you. Enroll today and take the first step toward an exciting, fulfilling, and prosperous career in lending. The future starts now-are you ready?
- Completely Online
- Self-Paced
- 6 Months to Complete
- 24/7 Availability
- Start Anytime
- PC & Mac Compatible
- Android & iOS Friendly
- Accredited CEUs
Course Lessons
Lesson 1. Financial Facilitators: Loan Officers and Processors Decoded
- Lesson discussions: Reasons for Taking this Course
- Complete Assignment: Why this Course?
- Assessment: Quiz for Lesson 1 : Introduction to the Loan Officer/Processor Career
Lesson 2. A Day in the Life of a Loan Officer
- Assessment: Quiz for Lesson 2 : General Financial Lending Industry Overview
Lesson 3. Navigating the Loan Officer Journey: Education to Execution
- Assessment: Quiz for Lesson 3 : Steps to Becoming a Loan Officer/Processor
Lesson 4. Interpersonal and Analytical Skills: The Loan Officer's Edge
- Assessment: Quiz for Lesson 4 : Basic Skills
Lesson 5. A Comprehensive Guide to the Major Loan Categories in Finance
- Assessment: Quiz for Lesson 5 : Categories of Loans
Lesson 6. Exploring the Diverse Landscape of Loan Programs: From Homeownership to Business Ventures
- Assessment: Quiz for Lesson 6 : Types of Loan Programs
Lesson 7. Loan Process Essentials
- Assessment: Quiz for Lesson 7 : Loan Process & Structuring
Lesson 8. Loan Application Deep Dive
- Assessment: Quiz for Lesson 8 : The Loan Application
Lesson 9. Credit Reports Unveiled
- Review 2 Practice Worksheets
- Assessment: Quiz for Lesson 9 : The Credit Report
Lesson 10. Crafting the Cornerstones of Lending Agreements
- Assessment: Quiz for Lesson 10 : Final Loan Documentation
Lesson 11. The Essential Guide to Loan File Management: Starting the Process
Lesson 12. Assessing Loan Worthiness: An Underwriter's Guide
- Assessment: Quiz for Lesson 11 : Underwriting
Lesson 13. Navigating Loan Calculations
- Assessment: Quiz for Lesson 12 : Payment Calculations
Lesson 14. Understanding Loan Officer Incentives: Pathways to Financial Success
- Assessment: Quiz for Lesson 14 : Incentives, How a Loan Officer Makes Money
Lesson 15. Understanding Defaults: Risks and Consequences
- Assessment: Quiz for Lesson 15 : Defaults on Loans
Lesson 16. Complexities and Challenges in Today's Lending Environment
- Assessment: Quiz for Lesson 16 : Current Regulations & Legislations Affecting Loans
Lesson 17. Loan Lingo 101
- Lesson discussions: End of Course Poll; Course Comments
- Assessment: Quiz for Lesson 17: Basic Loan Terminology, Acronyms and Resources
- Assessment: The Final Exam
Learning Outcomes
- Define the role of the Loan Officer.
- Describe general financial lending industry.
- Describe the steps to becoming a loan officer/processor.
- Define basic skills needed for this career option.
- Define categories of loans.
- Define types of loan programs.
- Summarize the loan process and loan structuring.
- Summarize the loan application.
- Describe the credit report.
- Identify final loan documentation.
- Demonstrate loan processing step-by-step procedures.
- Summarize underwriting.
- Describe payment calculations.
- Describe incentives, how a loan officer makes money.
- Summarize defaults on loans.
- Summarize current regulations and legislations affecting loans.
- Define basic loan terminology and acronyms.
- Demonstrate mastery of lesson content at levels of 70% or higher.
Additional Course Information
- Document Your Lifelong Learning Achievements
- Earn an Official Certificate Documenting Course Hours and CEUs
- Verify Your Certificate with a Unique Serial Number Online
- View and Share Your Certificate Online or Download/Print as PDF
- Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Choose Your Subscription Plan
No Certificate / No CEUs
This course only
Includes certificate | X |
Includes CEUs | X |
Self-paced | |
Instructor support | |
Time to complete | 6 months |
No. of courses | 1 course |
Certificate & CEUs
This course only
Includes certificate | |
Includes CEUs | |
Self-paced | |
Instructor support | |
Time to complete | 6 months |
No. of courses | 1 course |
Certificates & CEUs
Includes all 600+ courses
Includes certificate | |
Includes CEUs | |
Self-paced | |
Instructor support | |
Time to complete | 12 Months |
No. of courses | 600+ |
Certificates & CEUs
Includes all 600+ courses
Includes certificate | |
Includes CEUs | |
Self-paced | |
Instructor support | |
Time to complete | 24 Months |
No. of courses | 600+ |
Student Testimonials
- "The Instructor was great and put together a great way of learning Loan Processing." -- Donna P.
- "I enjoyed the class." -- Eileen T.
- "I felt all the material given was able to explain everything I needed to know about Loan Processing and the procedures that it takes to be a good Loan Officer. I enjoyed taking this online course." -- Wesley H.
- "It was great to be able to still do my job and take the course when it was convenient." -- Ardeth L.
- "I enjoyed it, and my instructor was very nice." -- Katherine N.
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