Advanced Commercial Loan Documentation

Oct 25, 2017 03:00pm -
Oct 25, 2017 04:30pm

Event Description

Commercial loans carry the most risk and technical requirements, and therefore receive the most examiner scrutiny.  This webinar is designed to go beyond the basics.  It will provide a better understanding of protections and safeguards to implement when drafting loan and collateral security documents and underwriting the loan – and explain how to avoid the hazards.  This must-attend webinar is for commercial lenders seeking more advanced training.


  • Identifying parties to the loan.  Who needs to sign what?  Know who owns, guarantees, and is authorized/required to sign which documents.
  • Loan agreement covenants.  When should more than boilerplate covenants be considered?
  • Perfection of security interest.  Different types of collateral (marketable securities, deposit accounts, life insurance policies, equipment and inventory, contracts or receivables, leases, etc.).
  • Title insurance policies.  Endorsements and exceptions.
  • Subordination agreements.  When to get them, what is actually being subordinated (repayment priority, lien position), and when to ask for subordination of loans to shareholders.
  • Documenting commercial construction loans.
  • Compliance hot spots in commercial lending.

Take-Away Toolkit:

  • Commercial loan documentation checklist
  • Commercial real estate documentation checklist
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key


Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is designed for commercial lenders, support staff, loan review staff, and auditors.


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 Sep 19, 2017.
Regular registration starts on Sep 20, 2017 and ends on Oct 25, 2017.
Late registration starts on Oct 26, 2017.
(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
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00