Event Calendar

Thursday, May 16, 2024

Credit Analyst Series: Writing Concise, Complete & Effective Loan Presentations Webinar

Start Date: 5/16/2024 9:00 AM MDT
End Date: 5/16/2024 10:30 AM MDT

Event Website: https://financialedinc.com/credit-analyst-series-writing-concise-complete-effective-loan-presentations

Organization Name: Independent Community Bankers of Colorado

Maelynn Lewis
Email: mlewis@icbcolo.org
Phone: (720) 607-7937

Do you wish your loan presentations were more effective? Are they a struggle to write? Do you wonder if they answer the key questions the loan approvers have? How much detail you include is driven by the complexity of the credit and the type of credit being underwritten. This program will include samples of good (and not so good) content. Join us to learn how to write an effective, real-world loan presentation. A well-prepared loan presentation is about answering basic questions. Who is the borrower? What is their loan request? How do they plan to pay it back? What if their expected source of repayment does not materialize? What is our institution’s level of risk? How will we monitor the borrower’s performance?
  • Write complete, concise, fact-based loan presentations
  • Effectively communicate a borrower’s strengths and weaknesses
  • Evaluate the factors in determining an accurate risk rating
  • Understand the level of detail necessary to assess loan requests by purpose and complexity
  • Avoid often-misused phrases in your loan presentations
  • Loan presentation content template for CRE, C&I, ag, and high-net-worth borrowers
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
A loan presentation’s length has little to do with its effectiveness. This program will address how to respond to the key questions all loan approvers need answered in a concise, yet complete, manner. It will cover CRE, C&I, and agricultural credits, as well as personal loans to complex, high-net-worth borrowers. The program will focus on real-world expectations for quality loan presentations.
This informative session is designed for credit analysts, loan officers, loan review officers, senior lending/chief credit officers, and anyone involved in the loan approval or review process.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Robert L. Viering, RiverPointUSA LLC
Bob Viering brings over 35 years of banking experience to RiverPointUSA, where he concentrates on management and board planning activities, such as strategic, capital, and succession planning, de novo bank formation, assisting with managing regulatory agreements, loan review, and credit process assessment. He has served as a bank director and was an independent member of a bank’s audit committee. Prior to becoming a consultant, Bob was a de novo bank organizer responsible for all regulatory filings, planning, recruiting, and serving as CEO. He has been an advisor for other de novo bank formations. Earlier in his career, Bob held various management positions with large and regional banks, including market president and regional credit officer.  In addition, he has managed deposit and loan operations groups and was a lender to local, regional, and international businesses.  He has also served as a board member of state and national trade associations.
  • Unlimited live connections with shareable access within your institution
  • Available to view on desktop, mobile & tablet devices
  • Take-away toolkit
  • Live Q&A session & the presenter's contact info for follow-up questions
  • Access the webinar training from your User Portal
  • Unlimited and shareable access to the recording within your institution,
    starting two business days after the live date
  • Available to view 24/7 on desktop, mobile & tablet devices
  • Take-away toolkit
  • Ability to download the webinar video and toolkit items
  • Presenter's contact info for follow-up questions
  • Access the webinar training from your User Portal
  • Save when you Bundle the Live + On-Demand Webinar Registration
  • Includes all the items listed above
  • Full registration descriptions can be found here

Online Registration

Registration is Closed
Closed: 5/15/2024 3:00 PM

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