Growing Your HELOC Portfolio

David Carlson

David Carlson, Senior Vice President with Haberfeld Associates, has worked with clients for more than 12 years to implement and sustain system activities that allows them to see significant growth. He leads consulting meetings with Haberfeld client executive teams, helping them identify opportunities for increased growth and profitability. David also presents at many bank-wide rallies and training meetings on topics such as new customer acquisition strategies, sales and marketing initiatives, revenue enhancement, strategic planning and team development. David holds a Bachelor of Science degree in Business from the University of Nebraska.

Do your strategic goals for 2018 include increasing funded HELOC and/or Home Equity Loans? The recent increase in American homeowners’ equity represents a significant opportunity for community financial institutions to boost loan volume. This data-driven session will outline how a complete system of activities can help your financial institution dramatically grow consumer loan volume.

Covered Topics:

Current home equity loan growth environment
Impact of rising rates and new tax laws on home equity loan production
How to implement a focused home equity loan growth strategy
Examples of home equity loan growth business cases

Who Should Attend?

Head of Retail Banking, Retail Sales, Marketing, Lending

Growing Your HELOC Portfolio

Covered Topics:

Who Should Attend?

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