Commercial and Industrial (C&I) Lending in Today’s Competitive Market

This seminar 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 session 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

Who Should Attend?

Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers


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   OnDemand Recording - $295   
   CD-ROM - $345