1. Learn How to Increase Profit through Loan Sales

Learn How to Increase Profit through Loan Sales

Learn How to Increase Profit through Loan Sales
Event ID: 72452
Not for Sale
Recording: 15309

Duration: Scheduled for 90 minutes including question and answer session.
Presenter(s): David Osburn, Founder and managing member of Osburn & Associates LLC
$299.00 On-Demand. The On-Demand option may be viewed by an unlimited number of attendees in one room. On-Demand includes full audio presentation, question and answer session, and presentation slides.
Credits: Live webinar approved for 1.5 NASBA credit hours (Management Services).
Who Should Attend? Loan officers, branch managers, operational support teams, relationship managers, private bankers, business development officers

Today’s competitive environment requires your loan officers to become sales stars:

  • Sell your institution’s products and services
  • Negotiate the loan terms and conditions
  • Close the loan

From making the first telephone call to optimizing customer experience, applying effective selling strategies will allow you to build revenue and increase profit.

This webinar will emphasize the selling process, “customer” experience, and “roadblocks,” selling and negotiation skill building, effective communications, telephone techniques, and the marketing model. Additionally, related topics will include management skills and styles and technical skills.

Throughout the session, selling scenarios from the “real life” of a lender will be presented in order to reinforce the selling concepts and improve the bank’s overall business development efforts.


A sampling of what this webinar will cover:

  • What is an optimal selling process?
  • How can you overcome roadblocks in selling?
  • What are the most effective negotiation tactics?
  • What telephone techniques and communication styles lead to wins?
  • What steps should the marketing model entail?
  • How can understanding empathy, ego, and needs help you sell?
  • What roles do diversity and psychodynamic issues play?


Your conference leader for “Learn How to Increase Profit through Loan Sales” David Osburn, is the founder and managing member of Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminars, webinars, keynote speeches, and webinars for various trade groups including CPAs, bankers, attorneys, credit union employees, credit managers, contractors, and business owners. He also provides contract CFO services for financial institutions, medical practitioners, contractors, and real estate developers.

His extensive professional background encompasses over 27 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan workout experience.


BankersWEB, a division of DKG Media, LP, wants you to be satisfied with your webinar. If this webinar does not meet your expectations, email us at [email protected].


BankersWEB certificates of participation are available to everyone completing this webinar.