Lending Skills That Help Your Credit Union Soar!
by CUAD Communications

Soar (verb): To increase rapidly above the usual level.

Let’s face it – isn’t that what you want for your credit union’s lending department? ULEND Academy® will help your credit union to achieve all of your lending goals: increasing lending relationships, creating member loyalty, and building those life-long relationships.


That is why CUAD is offering another opportunity early in 2020 for those who have been thinking about signing up for ULEND Academy but haven’t made the commitment quite yet. But you need to move fast – because time is running out to confirm our upcoming class at the ClubHouse Hotel & Suites in Fargo on March 31 – April 1.


Who should attend?


EVERY lender will benefit from this knowledge; from new to seasoned loan officers! ULEND Academy is a unique lending experience aimed at helping all lenders, from all levels and various experiences get better at what they do every day. Empower your lenders to create and keep loyal members through an exceptional member experience!


If you have never experienced this quality program, or if you have never sent staff to a ULEND Academy, listen to what some attendees had to say after attending the final class of 2019 in Bismarck.


Mike Trimble, Universal MSR from East River FCU, said, “I would definitely recommend this course to others. The way this course was presented was impressive! I love the engagement and how the materials were put together, it was organized and very well prepared. One of my favorite takeaways from this course would be the behavioral style – making sure I am aware of my members’ style and the different ways to interact with different members,” he added.

Joy Knote, Loan Officer at Western Cooperative CU also had some very positive things to say. “The ULEND Academy member experience training was one of the best training sessions that I have attended. I am definitely a seasoned lender with 25 years of experience, but this training is valuable for anyone and everyone that is in the lending profession! The trainers were engaging and made the time fly by. It inspired to be a better lending consultant and provided me with so many tools to make that lending experience for the member memorable and authentic so they will want to come back time and time again,” she added.

Kari Schaff, Mortgage/Loan Processor at Flasher Community Credit Union also had positive feedback to share. “I really enjoyed attending the ULEND Academy! It was a very engaging and interactive training, and I learned new ways to look at lending options to help our members with their current and future needs. I would definitely recommend this training for all lending staff in your credit union,” she concluded.

“Lending is at the heart of what credit unions do,” stated Cam Wetzel, Senior Performance Consultant with CUNA Mutual Group. “When I hear success stories from ULEND Academy graduates about helping members and creating exceptional member experiences during the loan process, it makes me feel great about the work we do.”

George McDonald, CUAD’s Chief Officer of Strategic Initiatives, agrees. “We have had amazing success with this educational offering, and we’re extremely happy to be working with CUNA Mutual Group, our system partner, to provide this outstanding training to our member credit unions. We’re thrilled to be offering this class early in 2020 to help give your lending staff a head start on a great year,” he added.

More about ULEND Academy.

ULEND Academy is brought to you by CUNA Mutual Group in partnership with Credit Union Association of the Dakotas. If you have tried other lending classes that left you with great ideas – but impossible to implement – this is a true lending GAME CHANGER!

This is a hands-on, customized learning experience that helps lenders go from transactional to consultative, meeting members’ full financial needs. The curriculum guides lenders from foundational to advanced skill levels in all lending channels and across all stages of the loan process – origination, underwriting, and closing – with cross-selling, consultation, and compliance woven throughout.

This course offers real solutions for the real world. Graduates will walk out with new skills in hand, knowing how to use the concepts learned in their daily interactions with members. But be warned – these class sizes are limited to 32 attendees, so if you have been waiting to sign up, now is your chance.




Hotel room reservations are available at the ClubHouse Hotel and Suites for $109 per night. Reservation deadline is March 1. 


For more information on the ULEND Academy, please contact George McDonald.


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