Loan Structure, Documentation, Compliance Training: A Comprehensive Approach
Attend this proactive webinar and receive a thorough overview of commercial lending requirements from a “loan” structure, documentation, and compliance perspective.
Basic “business” structure will be presented along with loan “structure” and loan “support.” Additionally, “commercial” lending issues relative to loan documentation will be reviewed. “Loan pricing” and “monitoring” will also be covered along with a review of current compliance issues.
The webinar will be summarized through a comprehensive case study.
Who Should Attend: Commercial Lenders, Credit Analysts, Loan Documentation Specialists, Branch Managers, Assistant Branch Managers, Private Bankers, and Business Development Officers
- Review basic “business” structure: C corporations to LLC’s
- Explore the six (6) elements of loan structure: loan purpose, sources of repayment, adequate amount, appropriate term, adequate support, framework for monitoring
- Summarize the four (4) elements of loan support: collateral, guaranties, business loan agreements, subordination agreements
- & much more!
Founder & Managing Member
Osburn & Associates, LLC
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues. His banking credentials include loan underwriting, loan “work-out”, management, and business development. Additionally, Mr. Osburn holds the professional designation of certified credit & risk analyst as granted by the National Association of Credit Management.
|Pricing For||Price||Season Pass|
Season Pass Members receive 4 individual logins to every webinar
Participants will earn 1.0 CPE credit
Field of Study: Specialized Knowledge
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar
Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.