IFA Account Executive/Loan Officer Online Training Class
IFA Account Executive/Loan Officer
Online Training Class
Wednesday & Thursday, November 18-19, 2026
9:00am – 3:00pm Wednesday (CT)
9:00am – 12:00pm Thursday (CT)
The Account Executive/Loan Officer Training Course is a comprehensive, live online two-day program designed to provide factoring professionals with the knowledge and practical skills needed to confidently manage client relationships, evaluate transactions, and navigate the day-to-day responsibilities of an account executive. Whether you are new to the industry or looking to strengthen your existing expertise, this interactive course delivers a well-rounded understanding of the operational, credit, legal, and service-related aspects of factoring.
Throughout the program, experienced industry professionals will guide participants through real-world scenarios, best practices, and common challenges encountered in today’s factoring environment. The curriculum is designed to enhance your understanding of the complete factoring process while providing valuable insights into risk management, portfolio oversight, documentation requirements, compliance considerations, and effective client relationship strategies. Participants will gain practical knowledge that can be immediately applied within their organizations to improve operational efficiency, strengthen credit decision-making, and deliver exceptional customer service.
This course is presented live from a professional broadcast studio in Dallas, Texas. Because of the live broadcast, attendees are able to interact with the instructors during the entire class. By the end of the course, participants will have a stronger understanding of the critical responsibilities involved in managing factoring relationships and transactions, along with practical tools and strategies to help reduce risk, improve operational effectiveness, and better serve clients. The combination of expert instruction, live interaction, and real-world application makes this course an invaluable professional development opportunity for account executives, loan officers, and other factoring professionals.
Instructors:
Robert Center – Sr. Relationship Manager, Quasar Capital
Vince Mancuso, CAEF – EVP, Citizens Business Bank/ Bay View Funding
Legal Counsel Provided By:
Jared Ullman, Esq. – Partner – Ullman & Ullman, P.A.
Fee:
The registration fee is $995 for IFA Members and Ally Members ($1,195 for Non-Members).
The meeting will run from 9am – 3pm (Central Time Zone) on Wednesday and 9am – 12pm (Central Time Zone) on Thursday. A 15 minute morning break, 15 minute afternoon break and a 1 hour break for lunch will be included on Wednesday and a 15 minute morning break will be included on Thursday.