Mastering Job Account Underwriting Using Job Information Sheets

Recorded On: 08/21/2024

This on-demand webinar is available for 14 days after purchase. 

When selling to contractors, an approved credit application may set a modest credit limit, such as $5,000. However, contractors might place orders for significantly larger amounts, like $100,000, on a job account. This webinar will teach you how to capture, review and verify job information to effectively underwrite large job account credit lines. Attendees will receive a sample job information sheet and learn practical tools to train their sales staff on how to request job information and address common objections. Join us to enhance your underwriting process and support your sales team in managing substantial job account orders with confidence.

About the Speaker

Chris Ring, National Sales Representative, NACM's Secured Transaction Services

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Chris Ring, the National Sales Representative for NACM’s Secured Transaction Services, specializes in assisting credit professionals secure their receivables using Mechanic’s Lien Laws and Article 9 of the Uniform Commercial Code. Chris consults with companies on a daily basis, leading them to find the best way to use these credit tools to assure that they are in the best possible position to get paid.

Since 2002, Chris has presented seminars on both Mechanic’s Liens and UCC Filings for companies, NACM Affiliate Credit Conferences, NACM Industry Credit Groups and CFDD Meetings.

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Mastering Job Account Underwriting Using Job Information Sheets
Open to view video.  |  60 minutes
Open to view video.  |  60 minutes When selling to contractors, an approved credit application may set a modest credit limit, such as $5,000. However, contractors might place orders for significantly larger amounts, like $100,000, on a job account. This webinar will teach you how to capture, review and verify job information to effectively underwrite large job account credit lines. Attendees will receive a sample job information sheet and learn practical tools to train their sales staff on how to request job information and address common objections. Join us to enhance your underwriting process and support your sales team in managing substantial job account orders with confidence.