Loan Documentation 101 - Two-Part Webinar

This is a two-part series. The prices below are including both sessions. Each session can also be attended individually.

Covered Topics

Loan Documentation 101: Basic Secured Loan Documentation

Wednesday, September 21, 2022
2:30 pm – 4:30 pm ET

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

Loan Documentation 101: Lien Perfection, Business Collateral

Thursday, September 22, 2022
11:00 am – 1:00 pm ET

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements. Borrowing base certificates and other documentation topics will also be discussed.

We’ll also present collateral documentation checklists for intangible personal property such as instruments, investments, and deposit accounts, as well as aircraft, boats & vessels and motor vehicles. Checklists give lenders the ability to quickly and effectively review collateral documentation for acceptability and focus on the proper questions to be asked and answered related to each document and type of collateral.

Who Should Attend?

Bankers at all experience levels will find this program helpful. We will include ample time for questions and answers.

I found this to be straight forward and helpful to understand my new role as Commercial Loan Assistant.” — Nancy Whitman, NorthSide Community Bank

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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