Writing Concise, Complete & Effective Loan Presentations

Lending Managers & Supervisors

On-Demand Webinar:

StreamedJun 10, 2025Duration90 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

A well-prepared loan presentation is about answering basic questions.

Who is the borrower? What is their loan request? How do they plan to pay it back? What if their expected source of repayment doesn’t materialize? What is the borrower’s risk level? How can the borrower’s performance be monitored? The presentation will cover CRE, C&I, and agricultural credits, as well as personal loans to complex, high-net-worth borrowers.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Write complete, concise, fact-based loan presentations
Effectively communicate a borrower’s strengths and weaknesses
Accurately assess the factors in determining an accurate risk rating
Understand the level of detail necessary to assess loan requests by purpose and complexity
Avoid often-misused phrases in loan presentations

WEBINAR DETAILS

A loan presentation’s length has little to do with its effectiveness. This program will address how to provide the information loan approvers need to assess a loan request in a concise, yet complete, manner. How much detail you include is driven by the complexity of the credit and the type of credit being underwritten. The program will include samples of good, and not so good, content in your loan presentations focusing on real-world expectations for quality loan presentations.

WHO SHOULD ATTEND?

This informative session is designed for credit analysts, loan officers, loan review officers, senior lending/chief credit officers, and anyone involved in the loan approval or review process.

TAKE-AWAY TOOLKIT

Loan presentation content template for CRE, C&I, ag, and high income/net worth individuals
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.