Skip Tracing
 

 Compliance/Regulatory  Lending/Collections

Registration and Pricing Information

Please select your credit union and provide your email address:
Your credit union
Your Email
Sign up here for Power Learner Passport!
Power Learner Passport

Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

When delinquent borrowers or negative accountholders hide from your credit union, what resources and tools can help you locate them?
Even when loan or account documentation is sketchy, you can turn to the many Internet tools and locator resources that experienced skip tracers use. Presenter Rick Menton will show you the most effective and efficient ways to find missing members and help avert potential losses.


You will learn about:

  • Preventive methods to eliminate potential skips
  • Free and paid online skip tracing resources
  • Skip tracing clues in the loan application and the transaction history
  • Tips and techniques for skip tracing by telephone


Program Length: 105 minutes

Who Should Attend

Credit union staff that are responsible for locating members with problem loans or accounts, such as:

  • Collectors
  • Loan officers
  • Loan processors
  • New account specialists
  • Fraud and auditing professionals

Meet The Presenter:

Rick Menton is an exciting credit union presenter and seminar leader, based in Tulsa, OK, who has made presentations in every state except Alaska.  His presentations are based on nearly 40 years of experience in consumer finance companies, league and trade association management for 2 different state leagues, various credit unions, and as a credit union CEO.  He has led presentations on lending, collections, board governance, policies, strategic planning, employee relations and more.

Rick received the "Hometown Hero" Award from the mayor of Tulsa as someone instrumental in helping to boost the Tulsa economy by bringing new business to the community. He has served on the board and as chairman of Consumer Credit Counseling of Minnesota. He has received CUNA's Certified Credit Union Executive (CCUE) designation and the Certified League Executive (CLE) designation from CUNA and the University of Wisconsin's Management Institute.  He received his degree in communications from the University of Minnesota.

 

eTrain Online Testing

eTrain's robust online tests assess the knowledge testers gained after each training series. Based on a 70 percent pass-fail grading structure, test takers are informed of wrong answers to assist in the learning process. A certificate of completion can be saved and printed. Powered by ClassMarker.

We're Here

Finding online training is now easier! Streamlined search options, simplified navigation, and a responsive layout, allows you to find the training you need and want, quickly! With fewer clicks, you can easily search for topics in multiple categories, from Human Resource to Lending and Compliance!

Stay Connected

Phone: (800) 472-1702
etrain@etrain-cu.com


Search for eTrain Webinars