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Best Practices in Collections & Delinquencies for Small to Medium Credit Unions

March 19th, 2013 9:00 AM – 12:00 PM

You must log on to the MDDCCUA website before you can register.

  

This half-day session will focus on the unique collection needs of small to medium credit unions with asset sizes of $50M or less.  


You will learn how to make your collection operations more effective and improve your level of return.   
   

Session topics include:

  • Best practices (policy and procedure recommendations)
  • Preparing for and making the collection call
  • Regulations affecting the collection process
  • Collection tips and tools
  • Bankruptcy
  • Repossession and collateral liquidation
  • Third-party relationships (turning accounts over to a collection agency)


Speaker

André Lucas is Director of Compliance at the Maryland & District of Columbia Credit Union Association. André began his career in the financial industry as a Loan Officer/Collector with American Finance Company in 1977. Spending a large portion of his workweek collecting in the field, André quickly became recognized for his strong ability to collect face-to-face and recover collateral.

André began his credit union career as a Collection Officer with Pentagon Federal Credit Union in January 1984. In July 1986, he accepted the position of Collections Manager with CommonWealth One Federal Credit Union (formerly AMC FCU) in Alexandria, Virginia. During his twenty years there, André was one of the first elected officers for the Capital Area Collection Managers Roundtable Group, serving as the first Chairman from 1995 through 1998, Vice Chairman in 2000, and again as the Chairman in 2001 and 2002. His involvement with the roundtable also led him to Chair the committee that provides assistance and collections training to small credit unions.

André’s current responsibilities include an active involvement in consulting with affiliated credit unions on operational issues, policies and procedure development, and federal and state compliance issues. André also provides training in the areas of Bank Secrecy Act (BSA) and Collections, and conducts on-site BSA testing/reviews for affiliated credit unions.

Originally from Washington, DC, Andre holds CUNA's Certified Credit Union Compliance Expert (CUCE) and BSA Compliance Specialist (BSACS) designations.

 

Who Should Attend?

Credit Union professionals with responsibility for collections and delinquencies from small to medium credit unions with asset sizes of $50M or less.   
 


Agenda

8:30 a.m. - Signing in, networking, light breakfast
9:00 a.m. to 12 noon - Training


Tuition Reimbursement


Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC. For details and an application, visit http://www.cufound.org/training.htm or contact Training Director Diane Pinter, dpinter@mddccua.org or 443-325-0779.

 

 

 
 

 

 

 

 

 

MD & DC Credit Union Association
8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info

When

March 19th, 2013 9:00 AM – 12:00 PM

Where

MD & DC Credit Union Association
8975 Guilford Road
Suite 190
Columbia, MD 21046

Contact

Phone: 443-325-0779
Email:

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