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Case Studies Library
Omega Performance
The Omega Performance Case Study Library is an innovative, three-part learning solution that helps your commercial lenders and analysts gain...
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Professional Course
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Online
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Self-paced Online
Advancing Customer Connections
Omega Performance
Equip branch bankers and managers to prepare for and execute scheduled follow-up meetings that further advance customer relationships and deliver...
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Professional Course
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Online
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Self-paced Online
Performance Planning Session
Omega Performance
Define your retail organization's sales, service, and management priorities and build organizational alignment around the path forward as you prepare...
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Corporate / Group Training
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1 day
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Worldwide
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On-site
Effective Credit Write-Ups
Omega Performance
Learn to prepare high-quality credit write-ups that articulate a clear and compelling analysis of a business's management, industry, financial condition,...
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Corporate / Group Training
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1 day
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Worldwide
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On-site
Consumer Lending
Omega Performance
Learn to use the Decision Strategy™ to evaluate consumer loan requests and to propose appropriate loans and collateral that both...
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Professional Course
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15 hours
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Online
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Self-paced Online
Commercial Loans to Small Business
Omega Performance
Learn to use the Decision Strategy™ to analyze small business opportunities, including industry, management, business and guarantor financial condition and...
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Professional Course
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30 hours
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Online
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Self-paced Online
Credit Coaching and Mentoring
Omega Performance
Arm managers, coaches, and mentors with a turnkey credit coaching toolkit they can use to strengthen, supplement, and sustain the...
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Professional Course
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3 hours
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Online
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Self-paced Online
Commercial Loans to Business
Omega Performance
Learn to use the Decision Strategy™ to analyze a commercial enterprise's industry, management, financial condition, and cash flow, and to...
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Professional Course
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30 hours
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Online
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Self-paced Online
Loan Documentation
Omega Performance
Learn how to thoroughly and accurately evidence business and consumer loan transactions, including commercial real estate-secured loans and home equity...
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Professional Course
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6 hours
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Online
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Self-paced Online
High-Impact Prospecting and Networking
Omega Performance
Learn how to improve business customer prospecting by building a network of centers of influence, skillyfully prioritizing leads, and successfully...
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Professional Course
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Online
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Self-paced Online
Building Customer Connections
Omega Performance
Equip your branch bankers and managers with the skills they need to build stronger connections with and earn more business...
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Professional Course
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Online
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Self-paced Online
Understanding Personal Cash Flow
Omega Performance
Learn to analyze complex personal financial statements and personal tax returns in order to evaluate a borrower's financial condition and...
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Professional Course
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20 hours
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Online
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Self-paced Online
Collaborative Small Business Conversations
Omega Performance
Learn to conduct high-impact conversations that uncover small business borrowing and cash management needs and yield the information needed to...
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Professional Course
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Online
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Self-paced Online
Creating Customer Connections
Omega Performance
Equip your frontline staff to create memorable customer experiences that will differentiate your organization from its competitors and increase the...
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Professional Course
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Online
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Self-paced Online
Business Lending Fundamentals
Omega Performance
Gain the foundational knowledge needed to understand how a small business operates, assess its management-- and management's strategies-- and evaluate...
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Professional Course
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12 hours
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Online
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Self-paced Online
Financial Accounting for Lenders
Omega Performance
Explore fundamental accounting concepts, study the composition of a complete set of business financial statements, and identify potential accounting risks,...
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Professional Course
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25 hours
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Online
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Self-paced Online
Minimizing and Managing Problem Loans
Omega Performance
Learn to detect and evaluate early warning signs of problematic loans in order to take the appropriate actions to mitigate...
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Professional Course
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6 hours
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Online
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Self-paced Online
Building Small Business Acumen
Omega Performance
Learn how to "speak the language of small business owners" in order to have more meaningful conversations that demonstrate understanding...
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Professional Course
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Online
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Self-paced Online
- = Advanced level
Displaying 1-20 of 20 results
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