Take an in-depth look at how to craft an effective commercial loan write-up.
Review the basics of how to craft an effective commercial loan write-up. This information begins 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. Additionally, the Z-score bankruptcy predictor will be reviewed.
The information will also review additional important loan write-up items including assessing the company’s strategic plan - marketing, financing, and management. Three standard commercial loan write-ups will also be presented in order to illustrate the concepts.
Learning Objectives
- You will be able to review effective commercial loan write-ups.
- You will be able to discuss types, styles, and components parts.
- You will be able to describe how to assess the company’s strategic plan and management’s strengths/ weaknesses.
- You will be able to explain the concepts by reviewing three loan write-ups.
Credit
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Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Review Effective Commercial Loan Write-Ups
Discuss Types, Styles, and Components Parts
Cover the Financial Analysis Section
Assess the Company's Strategic Plan and Management's Strengths/ Weaknesses
Summarize the Concepts by Reviewing Three Loan Write-Ups
Credit
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Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Webinar
This course was last revised on July 29, 2014.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Live Webinar Registration
CPE 1.8 including Specialized Knowledge 1.8
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
- Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
Who should attend?
This live webinar is designed for presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers, and accountants.
Credit
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Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
David L. Osburn, M.B.A., CCRA
Osburn & Associates, LLC
- Founder and managing member of Osburn & Associates, LLC
- Practice emphasizes business training and contract CFO work
- Conducts regular seminars, webinars, and keynote speeches covering banking, financing, credit, negotiation skills, marketing, management, and customized topics
- Extensive professional background of over 30 years includes 19 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
- Adjunct college professor for over 30 years including Nevada State College and College of Southern Nevada
- National Association of Credit Management (NACM) Credential - Certified Credit and Risk Analyst (CCRA)
- M.B.A degree in finance and marketing; B.S. degree in finance; ABA National Commercial Lending School
- Can be contacted at 702-655-1187, [email protected] or website www.dlosburn.com
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Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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