How to Craft an Effective Commercial Loan Write-Up Webinar

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.” Additionally, the “Z-score” bankruptcy predictor will be reviewed.

Three “standard” commercial loan write-ups will be presented in order to illustrate the concepts.

What You’ll Learn

• Review effective commercial loan write-ups
• Discuss types, styles, and components parts
• Cover the financial analysis section
• Assess the company’s strategic plan and management’s strengths/ weaknesses
• Analyze the risk assessment and mitigation section as a summary of the loan presentation
• Summarize the concepts by reviewing three loan write-ups

Who Should Attend
This session is ideal for commercial lenders, relationship managers, credit analysts, private bankers, and business development officers.