How to Craft an Effective Commercial Loan Write-Up Webinar

This webinar will cover the basics of how to craft an effective commercial loan write-up.

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 ‘liquidity, activity, leverage, operating performance, and cash flow analysis.’€ Additionally, the ‘Z-score’€ bankruptcy predictor will be reviewed.

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

Three ‘standard’€ 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.

View Delivery Options

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-Up Webinar.25 Any AnyWebinarOn-Demand David Osburn$279.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 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 phone for the audio. You can type and send your questions to the instructor.  And don‰’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link 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 link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS CD-ROM VIDEO:

By adding the CD-Rom to your order, you will have non- internet access 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.

Recorded Webinar Options available as Twelve Months OnDemand and Twelve Months OnDemand and CD-Rom

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