Presenter: David Osburn
COMMERCIAL AND INDUSTRIAL (C&I) LENDING IN TODAY’S COMPETITIVE MARKET
This seminar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.
The training session will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate” (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the seminar will also cover the proper evaluation of the borrower’s financial statements.
Additionally, the seminar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The seminar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.
Objectives:
Audience:
Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers
COMMERCIAL REAL ESTATE LENDING IN TODAY’S ECONOMY
This seminar will begin with a review of “commercial real estate” including types of properties and demand/supply in the “current” market.
The session will then cover the entire “loan process” by which a commercial real estate (CRE) loan is marketed, underwritten, approved, documented, “closed,” and monitored. The process will include a discussion of CRE underwriting techniques and loan documentation issues.
Additionally, strategies to handle a problem CRE loan will be addressed.
Objectives
Commercial lenders, credit analysts, loan documentation specialists, relationship managers, branch managers, private bankers, and business development officers
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