May 16, 2024
Are they a struggle to write? Do you wonder if they answer the key questions the loan approvers have? How much detail you include is driven by the complexity of the credit and the type of credit being underwritten. This program will include samples of good (and not so good) content. Join us to learn how to write an effective, real-world loan presentation.
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 does not materialize? What is our institution’s level of risk? How will we monitor the borrower’s performance?
A loan presentation’s length has little to do with its effectiveness. This program will address how to respond to the key questions all loan approvers need answered in a concise, yet complete, manner. It will cover CRE, C&I, and agricultural credits, as well as personal loans to complex, high-net-worth borrowers. The program will focus on real-world expectations for quality loan presentations.
May 16, 2024
Webinar begins - 11:00 AM EST
Loan presentation content template for CRE, C&I, ag, and high-net-worth borrowers
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
Write complete, concise, fact-based loan presentations
Effectively communicate a borrower’s strengths and weaknesses
Evaluate 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 your loan presentations
Robert L. Viering
RIVERPOINTUSA LLC
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.
Live : $510.00
OnDemand: $510.00
Live + OnDemand: $750.00