Length: 90 Minutes
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.”
Three “standard” commercial loan write-ups will be
presented in order to illustrate the concepts
Presenter: David Osburn, Osburn and Associates
ICBA Members: $219
1.5 CPE Credit
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