Commercial Loan Documentation
List Price
$1,495
Member Price
$845
Event Id:
698059599
Product code:
371206-24
Format:
Prof. Dev. Course: Virtual
Date:
9/9/2024 - 9/19/2024
Registration Fees
| Members | $845 |
|---|---|
| Nonmembers | $1,495 |
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Item Details
This virtual course is made up of six sessions – each of the six sessions is 2.5 hours, from 10:00AM - 12:30PM ET. Session 1: September 9, 2024 Session 2: September 10, 2024 Session 3: September 12, 2024 Session 4: September 16, 2024 Session 5: September 17, 2024 Session 6: September 19, 2024
Now offered as a virtual course, taking place in a virtual classroom setting, Commercial Loan Documentation is designed to meet the training needs of bank personnel, including credit analysts, document preparers, document reviewers and commercial loan officers, who are responsible for handling the paperwork associated with commercial loans. The course is also designed to train bank personnel to recognize what documents are required in various transactions, to be familiar with the content of those documents and to be able to explain the content to bank customers. This program is designed as an introduction to the following aspects of documentation: authority, the forms themselves, third-party involvement, legal evidence of the loan, commitments, letters of credit, secured lending including all UCC aspects and types of collateral not subject to UCC requirements, and loan agreements. The seminar also encompasses lender liability and general business law discussions.
This course is entirely case study based. This hands-on approach ensures more active involvement by participants, which in turn increases retention. Involvement also facilitates their ability to apply course content when they return to their jobs
OBJECTIVES
Upon completion of Commercial Loan Documentation, participants will be able to:
- Identify reasons for correct loan documentation.
- Identify basic loan documents for which they will be responsible in their banks.
- Complete loan documentation checklists for loans of the type for which they will be responsible in their banks.
Commercial Loan Documentation is designed for credit trainees, beginning commercial loan officers, commercial loan documentation specialists and commercial bankers with little or no exposure to loan documentation, as well as, experienced commercial loan officers who seek an up-to-date review of documentation requirements.