Loan Operations Manager Forum

Date:

Jul 11, 2024

Location:
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Indianapolis, IN 46240

The Forums provide an opportunity for community bank loan operations professionals to exchange ideas freely, dissect problems and discuss important issues with their peers. For most banks, the investment in technology to support the lending function continues to expand and become more complex. The Loan Operations Manager Forums are designed to help deal with the technical side, as well as to be a rewarding experience where members can grow professionally and personally.

Agenda

Session I: March 20, 2024
Session II: July 11, 2024
Session III: December 12, 2024

8:30 a.m.       Registration and Continental Breakfast 
9:00 a.m.       Program Begins
12:00 p.m.     Lunch
3:00 p.m.       Program Adjourns

Topics

Benefits of the Forum . . .

  • Improve the efficiency of loan support processes, whether automated or manual
  • Reduce the risk in your loan portfolio from an operational and transactional perspective
  • Optimize staffing levels to handle loan production
  • Increase your understanding of regulatory and compliance requirements
  • Form lasting relationships with noncompeting loan operations managers
  • Get solutions and practical ideas for your most pressing concerns
  • Grow professionally as well as personally
  • Discuss with peers what works and what doesn’t

Possible Forum Topics

  • Practical tips for consistent file naming or cataloguing in the imaging of documents
  • Benefits and advantages/disadvantages of automated document preparation software
  • Effective ways to cross-train loan support employees
  • What positions within loan operations are conducive to remote or hybrid work?
  • Hiring, recruitment , and retention strategies that work
  • New technology solutions
  • Concerns or issues raised in recent regulatory examinations
  • More people issues: managing vs. micro-managing
  • Providing reports to upper management
  • Ideas for loan support activities that can be automated
  • Emerging best practices in post-closing reviews and similar checklists for insurance tracking and collection of financial information from customers
  • Handling of lien documents, including UCC filings and mortgage recordings
  • Efficient administration of construction loans and the draw process
  • Loan operations structure
  • Best practices in many different areas, from flow, to training.
  • Exam/audit preparation best practices.
  • Specific areas to cover, such as bankruptcy, charge offs, etc.
Speaker(s)

Facilitator: Richard Hamm

Richard Hamm with Advantage Consulting & Training has been training bankers for over 30 years, designing and delivering courses specializing in commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and appraisals, plus selling and negotiating skills, and director training. His clients include national associations such as The Risk Management Association (RMA); regional banking schools such as the Barret School of Banking – Memphis, the Graduate School of Banking – Wisconsin, the Southwestern Graduate School of Banking – Dallas, the Graduate School of Banking at Colorado, and the Western States School of Banking; state banking and community banking associations in a dozen states; and individual banks.

Based in Huntsville, AL, he has owned/operated Advantage Consulting & Training for over 15 years, after a 22-year banking career including senior positions in lending and credit, plus president of a community bank through formation, then acquisition of an existing bank. He has BS and MBA degrees from the University of Alabama, Tuscaloosa.

Fees

The following fees include three consecutive sessions to the forum and the program materials.

IBA member - $999 per person

Participation in this IBA Forum is limited to IBA member financial institutions, and nonmembers financial institutions from an eligible membership category at applicable member or non-member rates. 

location

IBA Center for Professional Development
8425 Woodfield Crossing Blvd., Suite 155E
Indianapolis, IN 46240

 

Association Contact

Laurie Rees, Vice President - Education & Training
Lrees@indiana.bank 
317-387-9380

Cancellation Policy

Due to our commitments, the price is inclusive of all three sessions. A full refund for the 3-session forum will be given for cancellations received prior to the first session. Any registrant who does not cancel before the first session will be billed the full registration fee and sent the materials. Substitutions are welcome at no additional charge. It is the registrant's responsibility to find a substitute if unable to make a session.