Growing Your HELOC Portfolio

David Carlson

David Carlson, Senior Executive Vice President, has partnered with financial institutions for more than 15 years, helping them significantly grow core deposits, loans and fee income. David serves on a six-person management team for Haberfeld and leads an internal group who focuses on strategic business growth initiatives. He is a frequent speaker at industry conferences on topics such as new customer acquisition strategies, revenue enhancement, strategic planning and sales and marketing initiatives. 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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