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Loan Documentation 101 - 2 Part Series

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.
Upcoming
Beginner Friendly
DATE

Tuesday, October 27, 2026
11:00 am - 3:00 pm

INSTRUCTOR

Robin Russell

FORMAT

Webinar

  • Commercial/Business Lending
  • Lending
  • Risk Management/Legal
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Risk Manager
  • Senior Management
  • Teller
  • Training Manager

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Part 1 of this two part series covers basic loan documentation principles and practices, including loan applications, financial statements, committee memos, and presentations. It also includes lien document perfection, searches, title verification documents, promissory notes, and authorization documentation for all kinds of borrowers.

What You'll Learn

  • What You'll Learn to be Added.
  • Bullet Point
  • Bullet Point
  • Bullet Point
  • Bullet Point
  • Who Should Attend

    Financial institution employees at all experience levels will find this program helpful - it will include ample time for questions and answers.

    Robin Russell

    Instructor Bio

    Robin Russell has practiced law for 35 years and is licensed in Texas, New York, and Massachusetts, and has extensive experience in the energy sector, having been named to Oil and Gas Investor's 25 Influential Women in Energy in 2019. 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. She clerked for the Texas Supreme Court before beginning her legal career.