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How to Craft an Effective Commercial Loan Write-Up, Webinar

June 7 @ 1:30 pm - 3:30 pm CDT

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The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation).

The financial analysis section will highlight “liquidity, activity, leverage, operating performance, and cash flow analysis.” Additionally, the “Z-score” bankruptcy predictor will be reviewed.

The session will also cover additional important loan write-up items including assessing the company’s strategic plan- “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.

Three “standard” commercial loan write-ups will be presented in order to illustrate the concepts.

What You Will Learn

·       Review effective commercial loan write-ups

·       Discuss types, styles, and components parts

·       Cover the financial analysis section

·       Assess the company’s strategic plan and management’s strengths/ weaknesses

·       Analyze the risk assessment and mitigation section as a summary of the loan presentation

·       Summarize the concepts by reviewing three loan write-ups

Who Should Attend?

Commercial lenders, relationship managers, credit analysts, private bankers, and business development officers.