Advanced Developmental Lending Coaching
A one-on-one coaching program designed to improve confidence as a lender and small business.
Coach
Jon Close, utilizes his background in the model of human behaviour, personal leadership training/coaching, and 40 years in the development lending industry to provide each coaching client with a holistic approved to advance developmental lending skills.
Benefits of 1-on-1 Coaching
- Personalized attention - Tailor each specific session.
- Increased learning and skill retention - Gain deeper understanding.
- Improved confidence and communication - A safe environment to practice skills.
- Accountability and Goal Tracking - Coach provides accountability and helps lenders stay on track.
- Tailored skill development - Your coach provides you with direct and timely assistance.
Coaching Sessions
A one-on-one coaching program designed to improve confidence as a lender and small business.
Includes:
- 1.5 hours a month of 1-on-1 coaching with Jon Close virtually by Zoom.
- "Ask Jon any Question" on developmental lending through the platform 24/7 using Jon-AI.
- Ongoing access to the 10 training videos by facilitator Jon Close.
- and more...
What Graduates of the Program are Saying
“The CF Developmental Lending course was a great learning experience and provided me with many tools with which to do my day-to-day work. I look forward to utilizing the tools provided to improve my efficiency as a developmental lender.” – Keith A.
"After going through our lesson have my first couple clients call in for a loan request I was able to reflect on some of the teachings and judge by character and the capacity of the client before continuing with the next step of the loan application. Thank you again for the lessons on Developmental Lending and giving me more tools to work with in my position." - Jocelyne Teal
“The developmental lender training I took was very well presented in an easy-to-understand format. Jon provided excellent examples and helped me to feel more confident and reinforced things that I already knew in my job. I highly recommend this program!” – Val R.
"As a relatively new CF Business Analyst, I always look forward to the learning workshop sessions with Jon and his team. After going through the Developmental Lending training, the Deeper Dive sessions are great a great addition to further expand my knowledge base, and as a life long learner every new skill I gain is a welcome one! - Sherry C.
"I want to thank the whole team for the course. It was very well done, professional delivered and helped me to gain confidence in areas where I don't have a lot of experience. I expect to be referring to the materials for some time to come." - Katie N.
"The course was very easy to understand and follow. The real life examples so parallel what really does happen in the everyday of both the office of the developmental lender as well as the experiences of business of the clients that we seek to assist and form a connected relationship with. I feel much more prepared to assist and mentor my staff and clients." - CF Nicola Valley
"This course has given me the confidence I didn't know I had to successfully coach clients. I was extremely nervous beginning my new role as BA prior to starting the course. Throughout the course term, I noticed by confidence increasing as I applied the course material in my day to day operations with clients. Now I can confidently conduct intake meetings, provide client supports, and empower them with knowledge as they begin their entrepreneurship journey." - Ais S.
"Developmental Lending can be complicated, overwhelming and even frustrating for the lender and client. This program helps you communicate better with your client as it explains and teaches you areas to watch for, how to explain the concerns and how to remedy/solve them. This program helps you become a more confident leader." - Jane S.
"I am definitely feeling better prepared in y role as a Loan Officer for Cf and I appreciate Jon's extensive knowledge and skill as a presenter. I printed and organized all the workbooks into a binder that I am certain I will be referring to on a regular basis.
Have a Question?
Do you have questions about the program? Don't worry, we've got you covered!
A member of the UpCloseTeam will respond to your questions as soon as possible.