Skip to main content
No information available

Crafting an Effective Commercial Loan Write-Up & More

The first part of this virtual program will cover the basics of how to craft an effective commercial loan write-up. This section 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. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management. Three commercial loan write-ups will be presented in order to illustrate the concepts. The second part of the session will review loan committee presentation skill building techniques that include the do’s & don’ts of loan committee, reading the personalities of the committee members, understanding the difference between an outside versus inside committee member, and exploring group dynamics. Additionally, tips and techniques will be displayed on how to make a clear, concise, and motivating presentation and overcome the fear and intimidation factor. This section will also cover the supporting disciplines of negotiation skill building, communications, and personal marketing. The presentation concepts will be reinforced through case studies.

Click here to download the brochure.
1/26/2022 9:00 AM - 3:00 PM
Central Standard Time

How to Register

*You MUST be logged in to see the Register Myself button*
  1. Select which event you would like to attend
  2. Log in to see the registration options available to you.
  3. Click the Register Myself button (to register someone other than yourself skip to step 5).
  4. Click Proceed to Checkout
  5. In the pop-up box, search for the name of the person you would like to register (if you do not see their name, send us an email and we will get them registered for you). If they are new employees, you can create a new contact with their information. Click Save & Close
  6. Click Proceed to Check out
  7. To check out you can either pay with your credit card and fill in the details or you can select Pay Later. If you select Pay Later you will notice a PO number box, please type your preferred purchase order number in this box.
  8. Click Submit Order
  9. You should receive an email to confirm that you just registered for an event

Sign In