Credit Analyst Series: 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
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.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- 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
WEBINAR DETAILS
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.
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-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
RiverPointUSA LLC
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
