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How to Craft an Effective Commercial Loan Write-Up

October 26, 2021 10:00 am - 11:30 am
Register

Price: $275

Presenter: David Osburn, Osburn & Associates, LLC

This program will cover the basics of how to craft an effective commercial loan write-up.  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. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management.  Two standard commercial loan write-ups will be presented in order to illustrate the concepts.

Program Objectives:

  • Review effective commercial loan write-ups
  • Discuss types, styles, and components parts
  • Cover the financial analysis section
  • Assess the company’s strategic plan
  • Summarize the concepts by reviewing two loan write-ups

Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers