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Loan Documentation 101: 2 Part Series

Learn about basic secured loan documentation, lien perfection, and business collateral in this 2 Part Series.

OnDemand
September 21, 2022
September 22, 2022
Presented by Robin Russell
2h total length
$509.00 or 2 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial Lending
  • Commercial/Business Lending
  • Consumer Lending
  • Lending
  • Loan Operations
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Trainer

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This is a 2 part series. The prices below are including both sessions. Each session can also be attended individually by clicking on the links below.

Series Details

Loan Documentation 101: Basic Secured Loan Documentation

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien document
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers
  • Insurance on collateral and key persons

Loan Documentation 101: Lien Perfection, Business Collateral

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.

  • Inventory
  • Accounts
  • Letter of credit rights
  • Government contracts
  • Chattel paper
  • Equipment
  • Fixtures
  • General intangibles
  • Commercial tort claims

What You'll Learn

Each webinar in the series will cover specific topics relative to the subject matter.

Who Should Attend

Bankers at all experience levels will find this program helpful. We will include ample time for questions and answers.

"I found this to be straight forward and helpful to understand my new role as Commercial Loan Assistant." -- Nancy Whitman, NorthSide Community Bank


Robin Russell

Instructor Bio

Robin Russell has practiced law for 30 years and is licensed in Texas, New York, and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors' committees, bank groups, private equity funds, landlords, trade creditors, and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders, and corporate borrowers in commercial loan transactions and debt restructurings.

Robin is the principal author of Thomson Reuters' Texas Practice Guides for both Creditors' Rights and Financial Transactions and the Texas Bankers Association's Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide, and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy, and financial restructuring-related topics and has served as a Chapter 7 Trustee. Robin received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest-ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.