The Account Executive/Loan Officer Training Course is a comprehensive, live online two-day program designed to provide factoring professionals with the knowledge and practical skills needed to confidently manage client relationships, evaluate transactions, and navigate the day-to-day responsibilities of an account executive. Whether you are new to the industry or looking to strengthen your existing expertise, this interactive course delivers a well-rounded understanding of the operational, credit, legal, and service-related aspects of factoring.
Throughout the program, experienced industry professionals will guide participants through real-world scenarios, best practices, and common challenges encountered in today's factoring environment. The curriculum is designed to enhance your understanding of the complete factoring process while providing valuable insights into risk management, portfolio oversight, documentation requirements, compliance considerations, and effective client relationship strategies. Participants will gain practical knowledge that can be immediately applied within their organizations to improve operational efficiency, strengthen credit decision-making, and deliver exceptional customer service.
By the end of the course, participants will have a stronger understanding of the critical responsibilities involved in managing factoring relationships and transactions, along with practical tools and strategies to help reduce risk, improve operational effectiveness, and better serve clients. The combination of expert instruction, live interaction, and real-world application makes this course an invaluable professional development opportunity for account executives, loan officers, and other factoring professionals.
This class will take place live in the Real News Studio in Dallas, Texas. Attendees can attend in person in the studio classroom audience or online via Zoom. In person space is limited. The online Zoom experience will be a professional live stream with speaker interaction.
The Venue: Broadcast Live from Real News Studio in Dallas, TX - Attend in person or online via Zoom
The Schedule: Wednesday & Thursday, November 18-19, 2026
9:00am - 3:00pm Wednesday (Central Time Zone)
9:00am - 12:00pm Thursday (Central Time Zone)
Learning Objectives:
- Deal Evaluation Process
- Contracts, P.O.'s and Vendor Agreements
- Invoice Verification Procedures
- Checking the Paper Trail
- Reviewing and Approving Debtor Credit Limits
- Incoming Transactions & Compliance
- Dealing with Credit Memos
- Reserve Management
- Management of the Accounts Receivable Aging
- Monitoring Tax Payments
- Collection Procedures
- Specific Industry Concerns and Pitfalls
- Client Service Techniques
- Working with Government Contracts
- Management Policies and Strategies
- Documentation and Compliance Procedures
- Assignment Procedures and Issues
Instructors:
Robert Center - Sr. Relationship Manager, Quasar Capital
Robert joined the Quasar team as an account manager with the goal of becoming a trusted advisor to individual clients and small businesses. He excels in recommending high-impact solutions that help small businesses achieve profitability and individual clients reach their goals. After spending nearly a decade working in corporate relocation servicing clients worldwide, Robert knows what it truly means to deliver exceptional client experiences—and it’s all about building meaningful relationships. It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding back to them. Robert’s upbeat and compassionate demeanor has enabled him to be successful in working with individual clients in stressful periods of life. He is a strong team-builder and motivator who leads by example and improves productivity among the team by simplifying processes and tapping into his expertise in the modern tools that we all use daily.
Vince Mancuso, CAEF - EVP, Citizens Business Bank/ Bay View Funding
Vince Mancuso has a career spanning over 25 years in commercial finance. He is currently the EVP of Citizens Business Bank/Bay View Funding where he is responsible for leading the origination effort, managing a deep bench of portfolio development officers and indirect growth initiatives. Most recently, he was Managing Director of Haversine Funding where his responsibilities encompassed overseeing underwriting, nurturing crucial lender finance client relationships, expanding their network and industry partnerships, and playing a key role in shaping their broader strategic vision for the management company. Prior to joining Haversine, Vince held the position of President and CEO at a prominent North American commercial finance company, where he demonstrated his exceptional leadership skills. In addition to his operational duties, Vince holds a CAEF designation from the International Factoring Association, underlining his commitment to advancing the commercial finance industry.
Legal counsel will be provided by:
Jared Ullman, Esq. - Partner - Ullman & Ullman, P.A.
Jared Ullman is a principal with the law firm Ullman & Ullman, P.A., located in Boca Raton, Florida. Ullman & Ullman has been co-counsel to the International Factoring Association for more than 20 years and has been advising and counseling factors and lenders for more than 45 years. Jared has represented factors, forfaiting companies, and various asset-based lenders, including purchase order, equipment, and inventory finance companies, in a host of areas, including, among others, transactions, due diligence issues, regulatory matters, workouts, Chapter 11 bankruptcy matters (including post-petition debtor-in-possession financing), and litigation in state and federal courts, as well as complex domestic and international commercial arbitration.
In Person Hotel Information:
Hilton Dallas Lincoln Centre by the Galleria
5410 LBJ Freeway, Dallas, TX 75240
Hotel Website
Fee: The fee for this meeting is $995 for IFA Members & Ally Members ($1,195 for Non-Members)
The meeting will run from 9am - 3pm (Central Time Zone) on Wednesday and 9am - 12pm (Central Time Zone) on Thursday. A 15 minute morning break, 15 minute afternoon break and a 1 hour break for lunch will be included on Wednesday and a 15 minute morning break will be included on Thursday.