Small Business Lending Essentials:
A Guide For Branch Managers

Branch managers at financial institutions are often responsible for business development but have little formal training in analyzing businesses.  This program has been designed to help those individuals and others understand the financial needs of small businesses.  Students who attend this session will learn to ask the right questions of businesses and to conduct financial calculations in order to identify lending opportunities.

Sample Topics
• Understanding the lending needs of commercial customers and why they borrow money
• Screening customer loan requests
• The initial loan interview
• Understanding Basic Financial Information and Cash Drivers
• Summarizing business loan requests in a format that is useful for credit analysts and commercial loan officers
• Speaking the language of small business owners

Recommended Audience
• Branch Managers
• Assistant Branch Managers
• Business Development Officers
• Retail Lenders

DiCAra UpComing Events

DiCara Training and Consulting has earned the reputation of being a leader in training and consulting services. Our primary customers are community lenders in the banking, credit union, and economic development sectors.

With our extensive experience in the financial services industry, DiCara TC knows what it takes to effectively develop and increase financial management skills. The real world experience of DiCara's financial experts provides an unsurpassed learning opportunity. With experience as commercial lenders, entrepreneurial business owners and business consultants, our perspective brings each subject matter alive by using real-life examples. Our teaching style also creates a relaxed environment that fosters interactive participation and empowers students to take control of their own learning.

Contact us today for more information.

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