Fair Lending Compliance for Non-Lending Staff

 Member Service  Compliance/Regulatory

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Registration Investment:
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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Does your non-lending staff understand what they can and cannot say when members ask about getting a loan? Are they unknowingly asking questions or making comments that violate Fair Lending rules?

Even non-lending staff needs to know how to avoid discriminatory statements or questions that could discourage borrowers and jeopardize your credit union’s Fair Lending compliance. Join this webinar to help guide your non-lenders through the basic requirements of Regulation B and the Equal Credit Opportunity Act.

  • What questions CAN you ask an applicant? What questions CAN’T be asked?
  • What are the “protected classes” of applicants?
  • What types of comments might appear to discourage or discriminate against an applicant?
  • If an applicant tells you information that you aren’t allowed to ask about, how should you respond?

Program Length: 71 minutes

Who Should Attend

  • Member Service
  • Teller
  • Receptionist
  • Call Center
  • Loan Processor
  • Operations
  • Compliance

Meet The Presenter:

Mary-Lou Heighes is President and founder of Compliance Plus, Inc., which has been helping financial institutions with the development of compliance programs since 2000. She provides compliance training all over the country for various trade associations and financial institutions and also speaks at numerous financial institution conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools and conducts dozens of webinars for organizations throughout the country.


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