What You'll Learn
This bank loan webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.
The training will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate” (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the seminar will also cover the proper evaluation of the borrower’s financial statements.
Additionally, the seminar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The seminar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.
Objectives:
- Review C&I lending
- Discuss C&I loan products and their typical structure
- Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing
- Analyze the Borrowing Base Certificate (BBC)
- Evaluate the borrower’s financial statements
- Review the documentation, collateral, pricing, and managing of C&I loans
- Develop the marketing of C&I loans in today’s economy
Audience:
Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
About the Author:
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. His extensive professional background of over 30 years encompasses 22 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.
You Might Also Like
On-Demand Course
Cash Flow Analysis Essentials
On-Demand Course
This presentation will explore various cash flow techniques as they apply to a wide-range of business scenarios and address the underlying drivers of cash flow. The cash flow models will include both business and personal (business owner) applications. The business cash flow section will include ...
Instructor: David Osburn
299.00
Order Today
Role: Lending/Mortgage
299.00
Order Today
On-Demand Course
Residential Real Estate Valuation
On-Demand Course
The regulatory developments in real estate evaluations and AVMs reflect a concerted effort to enhance the accuracy, fairness, and transparency of property valuations. These changes are expected to benefit both consumers and financial institutions by promoting a more reliable and equitable mortgag...
Instructor: Maureen Carollo
299.00
Order Today
Role: Lending/Mortgage
299.00
Order Today
On-Demand Course
The Complete Real Estate Closing Checklist
On-Demand Course
Many individuals involved in commercial loan transactions never fully understand all the steps and details that go into closing a complex commercial real estate loan transaction. This live webinar will provide an overview of the entire process required for commercial real estate loan transaction ...
Instructor: Jodi Henninger
299.00
Order Today
Role: Lending/Mortgage
299.00
Order Today
On-Demand Course
UDAAP/ Junk Fees
On-Demand Course
Everyone in the banking industry has seen the continued changes in regulatory agencies with the new Administration and the apparent shift in focus on consumer protections. What does this mean for the long-time focus on UDAAP and what the CFPB previously called “junk fees”? We didn’t just walk aw...
Instructor: Maureen Carollo
299.00
Order Today
Role: Lending/Mortgage
299.00
Order Today