Aug 30, 2024
The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.
Loan documentation is a critical component in the lending process. After the decision to make a loan has been made, the next step is the documentation and closing process. This part of the lending process is essential to avoid loan losses due to poor documentation.
Many community banks assign this important responsibility to Loan Officers and Loan Administrators. If not performed properly, poor documentation can cause loans to be adversely classified, even if the underlying credit is sound or if the loan is performing as agreed.
Recognize the documents required to complete the five steps in the documentation process
Have a good working knowledge of the purpose of each document
Be able to provide a broad overview and meaning of each loan document’s provisions
Know the rules of perfecting the security interest under the rules of Article 9 of the Uniform Commercial Code and Non-Article 9 rules
Who Should Attend
This workshop is directed to Loan Officers, Loan Assistants, Loan Operations Staff and Loan Administrators, Loan Review Personnel, Credit Administrators, Senior Loan Officers, Senior Credit Officers, Commercial & Consumer Lenders, and Accountants.
Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a Management Trainee and progressed to Vice President and Senior Lender of SouthTrust Bank and Senior Vice President and Commercial Banking Division Manager for Citizens Trust Bank of Atlanta.
Available Upgrades
12 Moths OnDemand Playback $120.00
12 Months OnDemand Playback + Digital Download $150.00
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380