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BusinessManager
Is your bank new to BusinessManager? Has your bank assigned new staff to your BusinessManager team?
Or do you just want to learn more about your program responsibilities? Goldleaf offers client banks
numerous opportunities for ongoing training and development of your BusinessManager staff.
BusinessManager training seminars are led by Goldleaf personnel who are experts in banking, marketing,
and technology. The instructors bring their vast knowledge and skills to the BusinessManager training
seminars to deliver a valuable learning experience for your bank’s BusinessManager staff.
Seminars
BusinessManager Basics
BusinessManager Basics is a two-day, beginning-level seminar for your bank’s designated Program Director and Process
Coordinator. This event is also beneficial for any credit officer or loan officer working with the program at your bank.
The intent of this comprehensive seminar is to fully prepare bank personnel to work with the program.
Register online
Step 1 - Choose the educational track that best suits your program role and responsibilities:
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Credit and Marketing Track - If you are the designated Program Director or a credit officer
or loan officer involved with BusinessManager credit decisions or marketing efforts, this track is designed for you. Topics include
business development, prospecting, comparisons to other types of financing, monitoring and risk mitigation techniques, underwriting,
and insurance.
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Operations Track - If you are the designated Process Coordinator, backup processor, or if you
oversee the operations area, this track is designed for you. Topics include accounting, daily and monthly operational activities,
monitoring, reports, and insurance.
Step 2 - Select a BusinessManager Basics seminar date:
Because Goldleaf currently supports several versions of the BusinessManager application and web tools designed to operate the program,
please pay close attention when selecting a training date. The BusinessManager Basics seminar is offered in two different formats:
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BusinessManager Basics - Choose one of these seminar dates if (a) your bank outsources the
processing functions to Goldleaf and uses the BusinessManager Wired website to operate the program, (b) your bank is self-processing
using BusinessManager version 7.1, or (c) your bank is self-processing using BusinessManager version 6.2.
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BusinessManager Gold Basics - Choose one of these seminar dates if (a) your bank outsources
the processing functions to Goldleaf and uses the BusinessManager Gold website to operate the program, or (b) your bank is
self-processing using the BusinessManager Gold website and supported applications.
If you are not sure which BusinessManager Basics seminar is right for you, please call the Goldleaf training department at 800-365-4091,
option #3 for further clarification.
BusinessManager Coffee Break
Learn more about the BusinessManager product from your own desk. BusinessManager Coffee Break is a FREE monthly webinar series designed to
increase your operations, credit, and marketing knowledge. These 30-minute webinars, open to all BusinessManager bank personnel, focus on a
unique BusinessManager topic with different guest speakers each month. To access the BusinessManager Coffee Break schedule and to register
for a webinar, go to
https://goldleaf.on.intercall.com.
BusinessManager Advanced Operations and Credit Conference
This advanced training event is offered annually to experienced BusinessManager Program Directors and Process Coordinators. This event is
also beneficial for any credit officer or loan officer working with the program at your bank. The Advanced Operations and Credit Conference
explores marketing opportunities, spotlights banks that are operating successful BusinessManager programs, and pinpoints key operational
efficiencies. Watch for upcoming details for the 2009 Advanced Operations and Credit Conference.
Contact Us
If you have questions, please contact the Goldleaf training department at 800-365-4091,
option #3 or e-mail us at
.