Key Lender Mistakes in Underwriting and Structuring Commercial Loans

Jan 30, 2018 12:00pm -
Jan 30, 2018 01:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Executive management and lenders often attribute portfolio loan problems to borrower mistakes or failures in management. Unfortunately, in many instances, it is the lenders who have contributed to the borrower’s problems.

This webinar will focus on key lender mistakes which precipitate or exacerbate portfolio loan problems.

The workshop will focus on the following mistakes and steps lenders can take to avoid them:

  • Mistake 1: Failing to Distinguish Between a Temporary Investment in Current Assets and a Permanent Investment
  • Mistake 2: Inappropriately Financing Working Capital
  • Mistake 3: Putting the Customer in the Wrong Loan Product
  • Mistake 4: Inappropriately Defining Cash Flow Available for Debt Service
  • Mistake 5: Failing to Have a Structured Approach to Determine When to Say Enough is Enough i.e. Term Out a Line of Credit
  • Mistake 6: Failing to Establish Expectations with the Customer
  • Mistake 7: Over Reliance on Collateral and Guaranties
  • Mistake 8: Multiple Exceptions/Variances to Approve a Loan
  • Mistake 9: Failing to Provide Adequate Attention to the Bank’s Good Customers

Who Should Attend?

  • Lenders
  • Credit Analysts
  • Credit Administration
  • Loan Review and Special Assets Personnel


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Dec 18, 2017.
Regular registration starts on Dec 19, 2017 and ends on Feb 02, 2018.
Late registration starts on Feb 03, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00