Writing Concise, Complete & Effective Loan Presentations

On-Demand Webinar
StreamedMay 16, 2024Duration90 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
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Do you wish your loan presentations were more effective?

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.
  • 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


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.


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.


  • 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

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.

Presented By

Robert VieringRobert L. Viering
RiverPointUSA LLC

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