How to Craft an Effective Commercial Loan Write-Up 2022
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). (Rec. 7/5/22)
Recorded: July 5, 2022
This webinar 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.” Additionally, the “Z-score” bankruptcy predictor will be reviewed.
The session will also cover additional important loan write-up items including assessing the company’s strategic plan- “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.
Three “standard” commercial loan write-ups will be presented in order to illustrate the concepts.
Objectives:
• 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
Audience
Commercial lenders, relationship managers, credit analysts, private bankers, and business development officers
Your registration includes:
- A copy of the presentation materials
- Unlimited video replay
Refund Policy:
If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.
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