Good presentation to build a foundation of knowledge and skills.

Andrew Hock
Vice President Credit Administration
Foothill Independent Bank

Lending Managers


What are you looking for?

When you look at Linda's picture on the home page do you see someone who is helpful, friendly and outgoing? Someone who can put your lenders at ease on a complex and sometimes boring topic? Or do you recognize the opening stance of a wrestling match?

The fact is Linda will do what it takes to help your lenders make good loans and make more of them. Fun and friendly if it works. Grapple them to the ground if need be.

You want your lenders to...

  • Capture and retain lending relationships with business borrowers.
  • Understand business better so they can become a resource beyond 'simply' making the loan.
  • Be able to say "yes", confidently and quickly, if it is a good loan.

From inexperienced to seasoned lenders:

You can include even the newest lenders knowing they will benefit from the training, get some great resources and can attend again after they get a bit more experience.

Most senior lenders will admit to some gaps. Maybe they learned things over time through experience, but still don't feel comfortable trying to explain the 'why' (to the junior lenders they are mentoring or when they need to 'pitch' a border-line loan).

Sometimes the real issue is consistency. With experienced lenders coming from other banks, you may have a variety of approaches to analysis and even inconsistent application of guidelines. That wreaks havoc in trying to train your junior lenders and is a 'kick me' sign on your back when the examiners arrive.

Linda's perfect to help because...

  • As a CPA, she has a practical understanding of the story behind the numbers.
  • As a commercial borrower for over 20 years with her family construction business, she understands how business borrowers think.
  • She stayed with the same bank and knows how your bank can create 'sticky' customers.
  • She is a residential RE investor and understands their needs and what you need from them.
  • She is a Certified Speaking Professional and can actually explain what she understands.

Some great next steps:

  • Register your lenders for an open-enrollment workshop
  • Contact us to learn more about onsite, shared or local training for your lenders