Commercial Loan Underwriting Fundamentals

Human Resources Lending Managers & Supervisors

On-Demand Webinar:

StreamedAug 27, 2026Duration90 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

See Registration Options

Strong loans start with stronger underwriting.

This webinar will give commercial credit analysts practical tools to evaluate borrower risk, build defendable loan structures, and turn underwriting analysis into clearer credit memos and stronger recommendations.

KEY WEBINAR TAKEAWAYS

Using “the five Cs of credit” to evaluate borrower strength, repayment capacity, collateral support, and overall credit risk
How to structure commercial loans more consistently by matching loan purpose, repayment source, collateral, amortization, and monitoring requirements
Practical covenants and reporting requirements that help identify emerging problems before they become serious credit issues
Strengthening underwriting conclusions, credit memos, and recommendations for CRE, C&I, and agricultural borrowers

This webinar is part of the Commercial Credit Analyst Series

BONUS MATERIALS

Commercial loan underwriting checklist for CRE, C&I, and agricultural borrowers
The 5 Cs of Credit reference guide with practical underwriting questions
Loan structure and covenant worksheet to support stronger credit recommendations

WEBINAR DETAILS

Build stronger loans from the start! This foundational webinar will prepare analysts to master the five Cs of credit, create defendable loan structures, and develop covenants that hold up under scrutiny. The program will focus on practical underwriting for CRE, C&I, and agricultural borrowers. Participants will learn how to evaluate borrower business plans, industry conditions, repayment sources, collateral support, and key risk factors. The session will also emphasize how to translate underwriting analysis into clearer credit memos, stronger recommendations, and more consistent communication with lenders, senior lenders, and credit administration.

WHO SHOULD ATTEND?

Credit analysts developing core commercial underwriting skills
Commercial lenders and relationship managers involved in structuring and recommending loans
Senior lenders seeking greater consistency in credit analysis and loan presentations
Credit administration and risk officers responsible for underwriting quality and credit discipline
Anyone involved in preparing, reviewing, or approving commercial credit requests

TAKE-AWAY TOOLKIT

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.