Client experience | loan administration
In this practical workshop, join John Sgambelluri as he unpacks the risks and rewards associated with kickstarting the SME loan process in advance of loan applications. Hear case studdies of real client relationships and learn how you can manage a seamless client experience to generate successful lending outcomes.
You will learn to:
- Use financial statements and client-centric resources to collaborate on the SME growth expectations and needs.
- Identify SME performance requirements to substantiate their proposed investment need.
- Take the lead, consolidate the depth of relationship and generate additional revenue.
- Seamlessly blend planning with advice and play the pivotal role in forecasting the borrowing power.
