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 doesn’t materialize? What is the borrower’s risk level? How can the borrower’s performance be monitored? The presentation will cover CRE, C&I, and agricultural credits, as well as personal loans to complex, high-net-worth borrowers. A loan presentation’s length has little to do with its effectiveness. This program will address how to provide the information loan approvers need to assess a loan request in a concise, yet complete, manner. How much detail you include is driven by the complexity of the credit and the type of credit being underwritten. The program will include samples of good, and not so good, content in your loan presentations focusing on real-world expectations for quality loan presentations.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Write complete, concise, fact-based loan presentations
- Effectively communicate a borrower’s strengths and weaknesses
- Accurately assess 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 loan presentations
TAKE-AWAY TOOLKIT
- Loan presentation content template for CRE, C&I, ag, and high income/net worth individuals
- 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
WHO SHOULD ATTEND?
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.
MEET THE PRESENTER
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 also 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.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- 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
