New Loan Officer Training 2/06

The Spring Loan Officer Certification and Orientation (LOCO) program will be held on Saturday, February 6th in UNC’s Murphey Hall Rm. 302.

The training will last from 12pm-4pm, including a short break in the middle.
During the certification program, we will cover:

INTRODUCTION

  • —What is microfinance? In theory and in practice?
  • —The similarities and differences between international and domestic microfinance
  • —How is CEF different?

ORGANIZATIONAL STRUCTURE

    —Basic Operations of the Loan Program
    —Basic Operations of the Savings Programs

SUPPORTIVE SKILLS

    —Basic social work practice
    —Basic accounting (CEF style)
    —Outreach techniques
    —Problems that you may encounter

NUTS AND BOLTS OF CEF

    —Application process
    —Loan Officer Protocol (i.e. Transportation, Confidentiality and Safety)
    —Forms and Filing

Training will incorporate case studies of CEF borrowers and past Loan Officer experiences, with scenarios structured to help you best prepare for the uniquely challenging opportunities ahead of you!

Please RSVP to Maggie at maggiemwest@gmail.com

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CEF: Community Empowerment Fund

Chapel Hill: 919-200-0233 Durham: 919-797-9233

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