Key Issues in Underwriting Commercial Loans

Sep 24, 2018 12:00pm -
Sep 24, 2018 01:30pm

Event Description

The loan approval process quite often involves individuals who are not active in lending, e.g., board members.  Often individuals are placed in lending positions without comprehensive training.  Loan support personnel and credit analysts quite often do not have a comprehensive view of the loan underwriting process.  Each of these individuals plays a key part in the lending process and should have a fundamental understanding of how commercial loans are underwritten, decisioned and structured.

This commercial loan webinar will provide participants with a comprehensive overview of the process used to underwrite commercial loans.  Participants will be provided templates and screening frameworks to help quickly assess whether the loan requests merits more comprehensive under writing.

Topics Covered:

  • Defining the purpose and focus of financial analysis – “30 Second” Analysis
  • Identifying financing needs and the appropriate loan product to meet those needs
  • Utilizing ratios to quantify the 5 Cs of Credit – Loan Screening Worksheet
  • Defining cash flow available for debt service
  • Determining when to say – enough is enough
  • Addressing key issues in loan structure

Who Should Attend:
Board Members, Non-Lending serving on loan committees, Junior Lenders, Credit Analysts, Experienced Lenders as appropriate


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
Category:NE Region Meeting
Early registration ends on Jul 11, 2018.
Regular registration starts on Jul 12, 2018 and ends on Mar 25, 2019.
Late registration starts on Mar 26, 2019.
(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