How to Craft an Effective Commercial Loan Write-Up Webinar

The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation).

The financial analysis section will highlight ‘€œliquidity, activity, leverage, operating performance, and cash flow analysis.’€ Additionally, the ‘€œZ-score’€ bankruptcy predictor will be reviewed.

The session will also cover additional important loan write-up items including assessing the company’€™s strategic plan- ‘€œmarketing, financing, and management.’€ Also, the ‘€œrisk assessment and mitigation’€ section will be used to summarize the loan presentation.

Three ‘€œstandard’€ commercial loan write-ups will be presented in order to illustrate the concepts.

What You Will Learn

  • Review effective commercial loan write-ups
  • Discuss types, styles, and components parts
  • Cover the financial analysis section
  • Assess the company’€™s strategic plan and management’€™s strengths/ weaknesses
  • Analyze the risk assessment and mitigation section as a summary of the loan presentation
  • Summarize the concepts by reviewing three loan write-ups

Who Should Attend?

Commercial lenders, relationship managers, credit analysts, private bankers, and business development officers.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Related Topics

Instructor

David Osburn
David Osburn

David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit manager... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
How to Craft an Effective Commercial Loan Write-Up0.25 Any AnyWebinarSix Month On-Demand Recording David Osburn$295.00 Register Now
How to Craft an Effective Commercial Loan Write-Up0.25 Any AnyWebinarCD-ROM Video Recording David Osburn$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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