How to Craft an Effective Commercial Loan Write-Up

Duration: 60 Minutes
This training program will cover the basics of how to craft an effective commercial loan write-up. Two standard commercial loan write-ups will be presented in order to illustrate the concepts.
Creating Commercial Loan Write-Up
Instructor: David Osburn
Product ID: 509887
Objectives of the Presentation
  • Review effective commercial loan write-ups
  • Discuss types, styles and component parts
  • Cover the financial analysis section
  • Assess the company's strategic plan
  • Summarize the concepts by reviewing two loan write-ups
Why Should you Attend
The webinar will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation).

The financial analysis section will highlight "liquidity, activity, leverage, operating performance, and cash flow analysis." The session will also cover additional important loan write-up items including assessing the company's strategic plan - marketing, financing and management.

Who will Benefit
  • Commercial Lenders
  • Credit Analysts
  • Loan Documentation Specialists
  • Relationship Managers
  • Branch Managers
  • Private Bankers
  • Business Development Officers
  • Bank Directors
  • Compliance Managers and Officers
  • Risk Managers and Officers
  • Controllers
  • Presidents/ Vice Presidents
  • Managers/ Supervisors
  • Sales Representatives
  • Marketing Personnel
  • Retail Businesses Owners
  • Maintenance and Security Employees
  • Stock Room Personnel
  • Business Vendors
$300
Recorded Session for one participant
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Live Session - How it works
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  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches forCPAs, bankers, attorneys, credit managers, and business owners on topics such asBanking/Finance/Credit, Negotiation Skills, Marketing,and Management Issues.

Mr. Osburn’sContract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.

His extensive professional background of over 30 years includes 17 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His bankingcredentials include loan underwriting, loan "work-out", management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years including Nevada State College and College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma.

Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
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