$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally.
Thursday, September 26, 2019
12:00 – 1:00 pm (Eastern Time)
11:00 – 12:00 pm (Central Time)
10:00 – 11:00 am (Mountain Time)
9:00 – 10:00 am (Pacific Time)
Commercial Lending Fundamentals 301: Loan Documentation Fundamentals and Best Practices
The basis for this third installment in the BankersHub 3-part Commercial Lending Bootcamp will be the loan documentation process outlined below. This is a standard process for unsecured and secured loans. We will discuss this process and what is involved in each of the steps.
Introductory part of the class will involve the detailed discussion of the loan documentation process and issues associated with it. As an example, the dating of documents is critical.
The second part of the class would be focused on the documents that need to be obtained from the borrower. These are primarily legal documents that identify the borrower and establish the authority of the borrower.
The third part will be directed at the specific documents prepared by the bank. Each basic document will be reviewed and the key elements within the document will be identified.
The Course Agenda will cover:
1. Loan Documentation Process
a. Identify the borrower.
b. Identify the collateral, if applicable.
c. Evidence the debt.
d. Attach the security interest in the collateral.
e. Perfect the security interest in the collateral.
2. List of documents obtained from the borrower.
3. List of documents prepared by the lender.
4. Sample documents for discussion.
Save $$ by signing up for all 3 parts of this relevant and timely series
1.0 CPE Credits
