Account Executive/Loan Office Hybrid Training Class

What: Account Executive/Loan Officer Training Class

Where: Paris Hotel - Las Vegas, NV or Online Via Zoom

When: Thursday & Friday, June 17 - 18, 2021

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

Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will provide legal counsel.

Note: Schedule Subject to Change

For further information and to REGISTER for this event go to



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