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Sound loan documentation protects the integrity of a bank's lending assets, but commercial loan documents now run to hundreds of pages and are hard to review well. This 90-minute commercial loan documentation training helps you understand and review the key provisions of a credit agreement.
You'll start with business structure, from C corporations to LLCs, then the six elements of loan structure and the four elements of loan support: collateral, guaranties, loan agreements and subordination agreements.
The session covers promissory notes, security agreements and guaranties, loan, collateral and C&I borrower rating matrices, loan pricing and monitoring, and compliance issues under Reg B, Reg Z, the BSA, FCRA, the FDCPA and UCC Article 9, ending with a case study.
Gaps in commercial loan documentation can leave a bank exposed. This session gives a practical overview of commercial lending from a structure, documentation and compliance perspective.
It suits commercial lenders, credit analysts, loan documentation specialists, branch and assistant branch managers, private bankers and business development officers.
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.
Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.
He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
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