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Webinar: How to Craft an Effective Commercial Loan Write-up (MP4)

Webinar: How to Craft an Effective Commercial Loan Write-up (MP4)

Price:

$319.00 - Webinar: How to Craft an Effective Commercial Loan Write-up (MP4) - Nonmember

$219.00 - Webinar: How to Craft an Effective Commercial Loan Write-up (MP4) - Member

Description

Recorded: September 15, 2020

Length: 90 Minutes

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

This 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.
 
This 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.
 
Learning Objectives:
  • 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
Suggested Audience:
Commercial lenders, relationship managers, credit analysts, private bankers, and business development officers
 

Presenter: David Osburn, Osburn & Associates

Pricing:
ICBA Members: $219
Nonmembers: $319

1.5 CPE Credit

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