Account Executive/Loan Officer Hybrid Training Class

What: Account Executive/Loan Officer Hybrid Training Class

Where: Bellagio Hotel - Las Vegas, NV

When: Thursday and Friday, July 27-28, 2023

Learning Objectives:

• Deal Evaluation Process
• Contracts, P.O.'s and Vendor Agreements
• Invoice Verification Procedures
• Checking the Paper Trail
• Reviewing and Approving Debtor Credit Limits
• Incoming Transactions & Compliance
• Dealing with Credit Memos
• Reserve Management
• Management of the Accounts Receivable Aging
• Monitoring Tax Payments
• Collection Procedures
• Specific Industry Concerns and Pitfalls
• Client Service Techniques
• Working with Government Contracts
• Management Policies and Strategies
• Documentation and Compliance Procedures
• Assignment Procedures and Issues

Legal counsel will be provided by Michael Ullman, Esq. and Jared Ullman, Esq.