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.