IFA Account Executive/Loan Officer Training Course

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Jun 21, 2018-Jun 22, 2018
12:00 am

Planet Hollywood


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The Account Executive/Loan Officer Training Course is a comprehensive two-day course covering a multitude of issues related to factoring. The course is designed to help employees within your organization become more knowledgeable about the factoring industry.

Topics covered include:

  • Deal Evaluation Process
  • Contracts, P.O.’s and Vendor Agreements
  • Invoice Verification Procedures
  • Checking the Paper Trail
  • Reviewing and Approving Debtor Credit Limits
  • Incoming Transactions & Compliance
  • Dealing with Credit Memos
  • Reserve Management
  • Management of the Accounts Receivable Aging
  • Monitoring Tax Payments
  • Collection Procedures
  • Specific Industry Concerns and Pitfalls
  • Client Service Techniques
  • Working with Government Contracts
  • Management Policies and Strategies
  • Documentation and Compliance Procedures
  • Assignment Procedures and Issues

For more information, including how to register, visit the IFA event page.