Recorded: November 22, 2016

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.”

The session will also cover additional important loan write-up items including assessing the company’s strategic plan- “marketing, financing, and management.”

Two “standard” commercial loan write-ups will be presented in order to illustrate the concepts.

Objectives:

• Review effective commercial loan write-ups
• Discuss types, styles, and components parts
• Cover the financial analysis section
• Assess the company’s strategic plan
• Summarize the concepts by reviewing two loan write-ups

Audience

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

Presenter: David Osburn

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