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Five Vital Steps for Proper Commercial Loan Documentation

The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.

OnDemand
Recorded Friday,
August 30th, 2024
Presented by Jeffery Johnson
2h total length
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Commercial/Business Lending
  • Lending
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Risk Manager
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

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Loan documentation is a critical component in the lending process. After the decision to make a loan has been made, the next step is the documentation and closing process. This part of the lending process is essential to avoid loan losses due to poor documentation.

Many institutions assign this important responsibility to Loan Officers and Loan Administrators. If not performed properly, poor documentation can cause loans to be adversely classified, even if the underlying credit is sound or if the loan is performing as agreed.

What You'll Learn

  • Recognize the documents required to complete the five steps in the documentation process
  • Have a good working knowledge of the purpose of each document
  • Be able to provide a broad overview and meaning of each loan document’s provisions
  • Know the rules of perfecting the security interest under the rules of Article 9 of the Uniform Commercial Code and Non-Article 9 rules

Who Should Attend

This workshop is directed to Loan Officers, Loan Assistants, Loan Operations Staff and Loan Administrators, Loan Review Personnel, Credit Administrators, Senior Loan Officers, Senior Credit Officers, Commercial & Consumer Lenders, and Accountants.

Jeffery Johnson

Instructor Bio

Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a Management Trainee and progressed to Vice President and Senior Lender of SouthTrust Bank and Senior Vice President and Commercial Banking Division Manager for Citizens Trust Bank of Atlanta.

Most of his career has been spent in Credit Administration, Lending, Business Development, Loan Review, Management and Training & Development. He has managed loan portfolios representing a cross section of loan types including: Large Corporate, High Net Worth Individual, Middle Market Companies, Small Business, Real Estate and Non-Profit Organizations.

Mr. Johnson is now a training professional in the financial industry by leading various seminars covering important topics relating to issues in financial institutions. He teaches actively for fifteen state banking associations in the United States, Risk Management Association (RMA) and individual financial institutions nationwide. He co-authored a training course entitled "Lending to Service and Other Professional Organizations" for RMA in 2001.

Mr. Johnson earned a B.A. Degree in Accounting from Morehouse College in Atlanta; a MBA in Finance from John Carroll University in University Heights, Ohio; Banking diploma from Prochnow School of Banking at the University of Wisconsin and a Graduate Certificate in Bank Management from the Wharton School of Business at the University of Pennsylvania.

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