Learn to use ChatGPT, Claude, Gemini, and Perplexity to work smarter as a banker or loan officer. Explain loan products in plain language, analyze financial statements, draft credit memos and compliant adverse action notices, streamline document intake, and manage your pipeline — all while staying inside fair lending, ECOA, and privacy rules. Built for retail bankers, commercial lenders, and loan officers. No coding required, free certificate included.
Banking and lending professionals are finding that AI tools like ChatGPT, Claude, Gemini, and Perplexity can handle a surprising share of the writing, analysis, and communication tasks that eat up a workday. This free course is built specifically for retail bankers, commercial lenders, and loan officers who want to work faster and more accurately without needing any coding background. You will start with the AI landscape as it applies to lending, learn how to write your first effective prompts, and understand the privacy rules that govern how you can use these tools at work.
From there, the course moves into hands-on lending tasks. You will learn to explain loan products in plain language for borrowers, analyze financial statements and tax returns using AI assistance, and draft credit memos and loan write-ups more efficiently. Later modules cover streamlining document intake, writing compliant adverse action notices and decline letters, and using AI to manage your pipeline, schedule follow-ups, and spot cross-selling opportunities.
The advanced module takes things further with prompt engineering techniques tailored to banking scenarios and guidance on building custom lending assistants using ChatGPT's GPT builder or Claude Projects. The course closes with a focused look at fair lending, ECOA compliance, and how to validate AI output so you stay on the right side of regulatory expectations. Finishing the course and passing the final exam earns you a certificate of completion you can add to your LinkedIn profile or resume.
4 modules • 11 lessons
Finish every lesson and pass the final exam to earn this free, shareable certificate.
Verify
June 15, 2026
This certifies that
has successfully completed the course
Sample preview. Your name appears on the certificate when you complete the course. Learn more
The course covers four topic areas: AI fundamentals for lending professionals, using ChatGPT and Claude for core lending tasks like credit memos and financial statement analysis, automating workflows such as loan intake and adverse action notices, and advanced topics including custom lending assistants and fair lending compliance. Every lesson is grounded in real banking scenarios.
Yes, the course is completely free. When you finish all the lessons and pass the final exam, you receive a certificate of completion that you can share on LinkedIn or attach to a job application.
No coding is required. The course is designed for working bankers and loan officers who want to apply AI tools in their day-to-day roles, not for developers. Familiarity with basic lending concepts is helpful, but the course starts from the beginning with AI fundamentals.
The course focuses primarily on ChatGPT and Claude for lending tasks, with Gemini and Perplexity also introduced in the foundational module. You will also learn how to build custom assistants using ChatGPT's GPT builder and Claude Projects for banking-specific workflows.
Compliance is woven throughout the course, starting with privacy rules in the very first prompting lesson. A dedicated closing lesson covers fair lending, ECOA requirements, and how to validate AI-generated content so you can use these tools confidently without creating regulatory risk.
Learn how to use AI tools to transform your work as a logistics manager. Discover practical techniques for warehouse ops, fleet routing, carrier management, and last-mile delivery. No coding required.
Learn how to use AI tools to transform your work as an insurance professional. Discover practical techniques for policy analysis, claims handling, underwriting research, and customer communications. No coding required.
Learn how to use AI tools to transform your journalism and content creation workflow. From research and fact-checking to writing drafts, repurposing content across platforms, and building audience engagement — discover practical AI techniques that save hours every week. No coding required.
Learn how to use AI tools to transform your real estate business. From writing compelling property listings and market analysis to client communication, virtual staging, and transaction management — discover practical AI techniques that help you close more deals and serve clients better. No coding required.
Learn how to use AI tools to streamline every aspect of project management. From sprint planning and estimation to status reports, dashboards, and team management — discover practical AI techniques that save hours every week. No coding required.
Learn how to use AI tools to supercharge every stage of your sales process. From prospecting and outreach to proposals and pipeline management, discover practical AI techniques that help you close more deals in less time.
