Commercial Loan Documentation Basics


This WiBinar will examine the basic documents involved in the commercial loan process and the key elements contained in these documents. Develop an understanding of the standard process for documenting unsecured and secured loans. Along with the basic documents prepared by the lender, the presentation will cover documentation obtained from the borrower to establish their identity and authority applied.

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Learning Objectives

  • Learn what items are necessary for a promissory note to make it an effective evidence of debt
  • Understand the two steps required to create a binding security interest in personal property
  • Explore the critical elements in a loan agreement and why they are included


Robert Dyck
Robert Dyck Consulting

Robert Dyck has been a banking executive in Southern California for 36 years. From November 2003 until July 2015 he served as executive vice president and chief credit officer of PacWest Bancorp and its banking subsidiary Pacific Western Bank. During this time he managed the acquisition and merger of 20 community bank loan portfolios and the blending of 20 different credit cultures. The loan portfolio grew from $500 million to over $4 billion.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for

Commercial Loan Officer, Junior Loan Officer, Commercial Credit Coordinator, Loan Documentation Specialist, Commercial Loan Underwriter