Account Executive/Loan Officer Training Class

What: Account Executive/Loan Officer Training Class

Where: Planet Hollywood Resort & Casino - Las Vegas, NV

When: Thursday and Friday, June 20 – 21, 2019

Account Executive/Loan Officer Training Class

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

Legal counsel will be provided by Michael W. Ullman, Esq., Principal at Ullman & Ullman, P.A.

To register for this event go to www.factoring.org.