How to Craft an Effective Commercial Loan Write-Up/Committee School
The first part of this webinar will cover the basics of how to craft an effective commercial loan write-up. The second part of the webinar will review loan committee presentation “skill building techniques” that include the “do’s & don’ts” of loan committee, “reading” the personalities of the committee members, understanding the difference between an “outside” versus “inside” committee member, and exploring “group dynamics.” (Rec. 10/4/21)
Recorded: October 4, 2021
Part 1
The first part of this webinar will cover the basics of how to craft an effective commercial loan write-up. This section 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."
Three commercial loan write-ups will be presented in order to illustrate the concepts.
Part 2
The second part of the webinar will review loan committee presentation “skill building techniques” that include the “do’s & don’ts” of loan committee, “reading” the personalities of the committee members, understanding the difference between an “outside” versus “inside” committee member, and exploring “group dynamics.”
Additionally, “tips and techniques” will be displayed on how to make a clear, concise, and motivating presentation and overcome the “fear” and “intimidation” factor.
This section will also cover the “supporting” disciplines of negotiation skill building, communications, and “personal” marketing.
The presentation concepts will be reinforced through case studies.
- Your registration includes:
- A copy of the presentation materials
- Unlimited video replay
Refund Policy:
If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.
CBANC Complaint Policy:
The goal of CBANC Education is to provide quality educational content and excellent service to our users. If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.