Finding Lost Borrowers

Finding Lost Borrowers: The New World of Skip Tracing 

Monday, December 6, 2021
11:00 am – 12:30 pm Eastern

Do you have a few “lost” borrowers that you would love to find?  With payment moratoriums ending and the economy in flux, delinquent accounts are back on the radar.  What do you do?  Sometimes all you need is that little extra tidbit or guidance – like the kind you will get from this dynamic, expert speaker!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Create a better method of skip tracing
  • Maximize in-house information gathering
  • Identify privacy issues and landmines
  • Deal with and contact friends, family, and ex-spouses
  • Access hidden internet resources
  • Handle and discuss private detectives, repo ninjas, and other dark secrets 
  • Use subscription service gems

WEBINAR DETAILS 

Things are beginning to heat up again in the financial industry and it’s time to get in touch with past-due borrowers again.  The good news is that this is an opportunity for a fresh start at establishing a positive relationship.  The bad news?  You may not be able to find many of them.  Between address changes, job changes, phone service changes, and other life shifts, your prior communication methods may not work.  

It is well-known within collections that there are two types of skips:  those that can’t be found and those that don’t want to be found.  Do you know the difference?  How much time do you spend trying to locate past-due borrowers?  What if there was a way to reduce the time and frustration of skip tracing and increase the accuracy of your efforts?  This timely webinar is just the ticket!  It will offer innovative guidance and resources to help uncover lost borrowers and open up more recovery opportunities.  It will address maximizing in-house efforts, using the latest technology, uncovering hidden location assets, and leveraging third-party resources.  Join presenter David Reed (attorney, Certified Fraud Examiner, and collections veteran) as he examines the latest tips, tricks, and landmines in skip tracing.

WHO SHOULD ATTEND? 

This insightful webinar will benefit collections managers, collections staff, BSA and security staff, skip tracers, collateral specialists, asset recovery specialists, and anyone wanting to increase their skip-tracing skills.

TAKE-AWAY TOOLKIT

  • Skip tracing checklist
  • Inventory of current skip tracing resources
  • Employee training log 
  • Interactive quiz

SPEAKER

David A. Reed, JD
Reed & Jolly, PLLC

Attorney, author, consultant, and nationally recognized speaker, David Reed is a partner in the law firm of Reed & Jolly, PLLC.  He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance.  His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.  

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner.  He is particularly known as an expert in the areas of operations, bankruptcy, and collections.  He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.  

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)
Live Webinar ($345/$490) – The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

Recorded Webinar + Free Digital Download ($265/$400)– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections ($175/$260)  – Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download ($395/$600)– Includes Live Webinar and Recorded Webinar options above.

When
12/6/2021

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