Account Executive/Loan Officer Training Class
What: Account Executive/Loan Officer Training Class
Where: Planet Hollywood Resort and Casino - Las Vegas, NV
When: Thursday & Friday, June 21-22, 2018
The Account Executive/Loan Officer Training Course is a comprehensive two-day course covering a multitude of issues related to factoring. This course is designed to help employees within your organization become more knowledgeable about the factoring industry.
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 Ullman will be providing Legal Counsel
To register for this event go to www.factoring.org.