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Lenders Online Credit Training

Interactive Virtual Classes

Interactive and Dynamic

Take advantage of our virtual classes. Interaction is built right in. We encourage questions whenever they arise. During webinars, you use annotation tools to identify key issues in actual tax returns and discuss your choices. We provide feedback on your case study.

For participants of the entire training package, a new class starts every week. Download the printer-friendly Lenders Online Training flyer to share with colleagues or give to your manager.

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Pick your pace

At your pace

You have weeks to absorb the information compared to just days in face-to-face training. Learn, practice, discuss and then learn again.


Self-Study modules

View a module whenever you have 45 minutes. If you get sidetracked, the module pauses and waits for your return.

on-your-own handouts blue


Download the 4-6 page handouts for each module, complete the exercises and keep as a reference.


Weekly webinars

Each includes a lesson not in the modules. You'll annotate, discuss, ask questions and share guidelines.

Case studies

Case studies

You complete and submit a case study for each tax analysis course. Our team will send you personalized feedback.



You earn the class certificate by passing the quiz on all required modules, participating in webinars and completing the case studies.

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Is this for you?

Have you shifted type of lending and what was sufficient is no longer good enough?
In this lending environment, do you need to explain your thinking and document your decisions better?
Are you in your first three years using tax returns as a tool to make good loan decisions?
If not, was your training solely on-the-job or focused on software instead of understanding?
Are you comfortable for the most part, but have a few gaps in important areas like k-1s, multiple pass-through entities and the like?

Testimonial for Linda Keith Virtual Training

Kevin Talty sent a team of lenders and planned to scan a few of the modules, just to keep on top of what they were learning. He ended up taking them all. Listen to what he has to say about the accountability the virtual class brings to the training.

For many, virtual training with scheduling convenience, no travel and the control of your pace and style of learning is better than in person, as long as support and accountability is built in. With our class, it is.

The virtual classes start every Monday.

For those enrolled in the comprehensive Lenders Online Training, you can choose the four-week or eight-week schedule, whichever best fits your schedule. No additional fees apply.

Basics or Advanced participants

If you have elected to enroll in just Basics, or just Advanced, you are welcome to attend all the live webinars, and may submit the case study from your basic or advanced course for review.

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What our clients say

I’ve learned how to better interpret the numbers I see on tax returns, beyond just putting a number on a form. I feel more confident asking borrowers questions to get a better picture. Linda takes a complex subject, brings it to life and makes it interesting.

Cindy Hatch, Assistant Manager, Loan Center
Unitus Community CU

I rated the virtual training a 10! The course was full of information that was very valuable, easy to follow and right on target for my needs. Thank you for this learning experience!

Tonya Christal, Loan Assistant
North Cascades Bank

I recommend this course to anyone who has been working in credit at least six months. I liked the ability to re-watch the sessions as many times as I wanted and was able to pause and take notes at my own pace. This led to better retention.

Jacob Bingham, Farm Credit West

The knowledge gained from the course I use on a daily basis. And I learned a lot that is directly relevant.

Irina Petcu, Portfolio Manager
Michigan Business Connection

I will recommend the course {for teams} because it will keep our approach to Global Cash Flow consistent.

Donald Volkman, Chief Credit Officer

Linda does a good job of teaching a very difficult and complicated subject, with many answers being ‘it depends’. Becoming familiar with each tax form is key. The course and your worksheets do just that. I liked the virtual training.

Nial Bradshaw, Commercial Loan Officer
Bank of Eastern Oregon
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Are you ready?

You can be in next week's class!

Join the like-minded lending professionals who are saying 'yes' to more good loans.

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