Account Executive/Loan Officer Hybrid Training Class
June 23rd, 2022 7:30am
What: Account Executive/Loan Officer Training Class
Where: Planet Hollywood Resort and Casino- Las Vegas, Nevada or Online Via Zoom
When: Thursday & Friday, June 23 - 24, 2022
Account Executive/Loan Officer Training Class
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 www.factoringconference.com
