In today’s lending environment, your institution must be able to merge traditional collection methodologies with innovative communication techniques to create the most effective recovery process possible. Much has happened over the last few years that directly impacts your collections department. From improving collection calls to using the full potential of emerging technologies, this informative session will sharpen your collection skills and better position you to assist troubled borrowers and maximize recovery.
- Re-imagining your collections program
- Maximizing your core processor and other software
- Designing your collections campaign
- Crafting the perfect collections call
- Evaluating and implementing new technologies
- Incentive plan design and control
- TAKE-AWAY TOOLKIT
- Collections solutions matrix
- Incentive plan worksheet
- Sample collections campaign
- Employee training log
- NEW – Interactive quiz
WHO SHOULD ATTEND?
This informative session is designed for executives, CFOs, lending managers, loan officers, collections managers, collections staff, and anyone interested in maximizing the collections function.
SPEAKER: David A. Reed, Reed & Jolly, PLLC
Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.
A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy. He also serves as editor of several industry manuals.