Principles of a Great Loan Interview

 Member Service  Lending/Collections

Registration and Pricing Information

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

Program Description

Too often we treat loan interviews as transactions instead of opportunities.  The loan interview is the first step in building a performing loan. When you’re interviewing a loan applicant, the questions you ask and the answers you receive can tip the scales from a loan denial to an approval ifyou have the interviewing skills to get all the information you need to determine creditworthiness.

Learn how to use the loan interview as a member service tool that also helps your credit union make sound loans. Lending expert Don Arkell of CULendingAdvice will discuss what must happen in every loan interview to:

  • Earn more of your member’s business
  • Sell value in a competitive landscape
  • Sell more ancillary products

Program Length: 90 minutes

Who Should Attend

  • Consumer Lending
  • Real Estate Lending
  • Member Service
  • Operations
  • Call Center

Meet The Presenter:

As Senior Lending Consultant at CULendingAdvice since 2015, Don Arkell has a unique leadership style and passion for sales and leadership that have made him a sought-after speaker, trainer, and strategist.

Don started his career in the Credit Union industry working as a frontline lender at Clark County Credit Union. In 2007 Don joined Red Rocks Credit Union in Highlands Ranch, CO to help RRCU establish a vibrant sales culture and transform the credit union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. Don’s efforts are credited with turning this failing area around and growing into the most profitable area of the credit union.


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