Loading...

Loan Documentation 101: Two Part Series

This is a two-part series. The prices below are including both sessions. Each session can also be attended individually.

OnDemand
September 8, 2021
September 9, 2021
Presented by Robin Russell
2h total length
5 CEU Credits
$509.00 or 2 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

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

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

This is a two-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

Loan Documentation 101: Basic Secured Loan Documentation

Wednesday, September 8th, 2021
1:30 pm - 3:30 pm CT

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

Loan Documentation 101: Lien Perfection, Business Collateral

Thursday, September 9th, 2021
10:00 am - 12:00 pm CT

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements. Borrowing base certificates and other documentation topics will also be discussed.

We'll also present collateral documentation checklists for intangible personal property such as instruments, investments, and deposit accounts, as well as aircraft, boats & vessels and motor vehicles. Checklists give lenders the ability to quickly and effectively review collateral documentation for acceptability and focus on the proper questions to be asked and answered related to each document and type of collateral.

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 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.


Continuing Education Credit Information

Recommended for 5 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.