Organization Name / Organize By
Training Doyens
Presented By
David Sawyer
Organizing/Related Departments
Training Doyens
Organization Type
Organization/Company
WebinarCategory
Both (Technical & Non Technical)
WebinarLevel
All (State/Province/Region, National & International)
Related Industries
Business Development
Finance
Accounting/Financial/Banking/Insurance
Location
Denver, Colorado, United States
OVERVIEW
This Commercial Banking Training Program will expose participants to five steps in the loan documentation process, which include.
- Identifying the Borrower
- Identifying and Documenting the Collateral
- Evidencing the Debt
- Attaching the Collateral
- Perfecting the Security Interest
Speaker: David Sawyer
Date: Wednesday, November 1st
Time: 01:00 PM EST | 10:00 AM PST
Duration: 90 Minutes
Product Code: 50096
Level: Intermediate
WHY SHOULD YOU ATTEND
To gain better understanding of loan documents and the perfection process.
AREAS COVERED
The primary documents to be presented are as follows:
- Documents required to identify borrower and establish authority
- Loan application
- Financial statements
- Credit memorandum
- Typical business structures
- Corporations
- Limited liability companies
- Corporate and partnership resolutions
- Opinion letters
- Certificates of good standing
- Articles of incorporation
- by-laws
- Review legal definition of collateral types to avoid improper classification of collateral
- Review of collateral definitions
- Review of collateral valuation documents
- Documents to evidence the debt
- Commercial and consumer promissory notes
- Loan agreements
- Commitment letters
- Documents to attach and support various types of collateral
- Security agreement
- Deed to secure debt
- Hypothecation agreement
- Guaranty agreement
- Subordination agreement
- Landlord's waiver
- Insurance policies
- Documents required to perfect the security interest
- How to prepare and file uniform commercial code financing statement
- Review of other methods of collateral perfection
WHO WILL BENEFIT
Commercial loan officers,
loan administrators and loan processors
Financial Officers
Bank Secrecy Act Officers
Risk Officers
Lenders, credit officers, par lenders, document preparation specialists, loan booking specialists and other bankers in commercial lending. Residential lenders will also benefit.
LEARNING OBJECTIVES
Each of the five steps of the loan documentation process requires certain documents to accomplish their respective purpose. This webinar will explain all the requirements in detail.
This Commercial Banking Training Program will expose participants to five steps in the loan documentation process. Register now or call +1-888-300-8494!
Registration Fees
Available
Registration Fees Details
Live Session
for one participant $199
Corporate Live Session
Group – Max 10 Participants from one location.
$549
Recorded Session
Get unlimited access to audio recording of the webinar for 6 months.
$219
Training CD
MP3 files, PDF presentation and reference manual will be delivered on a CD
$399
Super Combo Offer 1
Live and Recorded webinar
$329
Super Combo Offer 2
Live and Training CD
$479
Registration Ways
Email
Phone
Website
Other
Address/Venue
26468 E Walker Dr, Aurora,
Colorado 80016-6104
Pin/Zip Code : 80016