Account Documentation Series: Advanced Commercial Loan Documentation
On-Demand Webinar:
StreamedMar 14, 2024Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Commercial loans are challenging, risky, and regulation-laden.
Add
extra examiner scrutiny and you can’t afford to make mistakes – especially when
it comes to documentation. This webinar will provide an opportunity to delve
deeply into documentation compliance, including disclosures, collateral
security requirements, title policies, and more. Can you afford to miss it?
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Identify parties to the loan - ensure you know who owns, guarantees, and is authorized or required to sign which documents
- Understand loan agreement covenants, including when you should consider more than boilerplate covenants
- Perfect security interests under UCC Article 9 and other rules
- Review title insurance policies, including endorsements and exceptions
- Document commercial construction loans and know how to disclose builder’s risk insurance
- Understand compliance requirements and commercial lending hot spots
WEBINAR DETAILS
Each commercial
loan is unique. These loans carry the most risk, have the most technical
requirements, and therefore receive the most examiner scrutiny. This session
will dive deep into a commercial loan file to address the documentation to
support regulatory compliance. It will review the disclosures, the collateral
security documents, the title policy elements, and features of the note that
should be in place to safeguard your institution. In addition, it will cover
best practices for underwriting and how to avoid the hazards.
WHO SHOULD ATTEND?
This informative session
is designed for commercial lenders, loan operations staff, loan review staff,
and auditors.
TAKE-AWAY TOOLKIT
- Commercial loan documentation checklist
- Commercial real estate documentation checklist
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Brode Consulting Services, Inc.
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
