Account Executive/Loan Officer Training Class

 Bellagio – Las Vegas, NV 
Thursday & Friday, July 17-18, 2025

The Account Executive/Loan Officer Training Course is a comprehensive two-day course covering a multitude of issues related to factoring. It is designed to help employees within your organization become more knowledgeable about the factoring industry. The course is carefully crafted to enhance your understanding of the factoring processes and will offer valuable insights into best practices, risk management, and effective client relationship strategies.

Learning Objectives

• 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