Posts tagged with "best practices"

Loan Review Best Practices

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Loan portfolios are improving, and we are putting the financial crisis behind us as credit quality approaches pre-crisis levels. Loan growth is on most agendas, but there may be too many financial institutions pursuing a limited number of opportunities. In this environment, it is important to be razor-focused on managing and monitoring portfolios to continue the recovery.

Over the post-financial crisis years, Wipfli has helped banks to hone their credit practices, and this loan training will cover policies and procedures found to be ‘best practices’. The presenters will also challenge you with current regulatory and industry issues that your institution should be addressing.

In this lending webinar, we will cover:   

  • What drives effective portfolio management.
  • Underwriting keystones.
  • Administrative practices worth the effort.
  • Honing of your real estate valuation program.
  • Current regulatory and industry issues.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally.

Dates of Event

Thursday, August 16, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker(s)

About the Speakers

Eric Van Doren is a member of Wipfli LLP’s risk management team, with over 25 years of experience in the commercial banking industry. He works with financial institutions to provide customer-focused risk management services. Eric classifies loans using the financial institution’s risk rating system and identifies credit risk and trends within the institution’s portfolio.

Cynthia Brzeski brings more than 30 years of banking and credit experience to each loan review engagement for the financial institutions practice of Wipfli LLP. Prior to joining Wipfli, she spent six years as a senior credit officer with a regional bank, with responsibility for credit underwriting and approval, portfolio management, and compliance. With additional experience in commercial credit, credit administration management, workout, compliance, and internal audit, Cynthia is able to provide insight and expertise to her financial institution clients.

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Loan Documentation Fundamentals and Best Practices

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The basis for the class will be the Commercial Loan documentation process and best practices outlined below. This is a standard process for unsecured and secured loans. Also, ‘best practices’ do not necessarily mean those required by law, but incorporate procedures or additional documentation demonstrated through use to enhance the collectability of a loan. We will discuss this process and what is involved in each of the steps.

What Attendees Will Learn:

  • Loan Documentation Process
    • Identify the borrower.
    • Identify the collateral, if applicable.
    • Evidence the debt.
    • Attach and perfect the security interest in the collateral.
    • ‘Best practice’ procedures to follow
  • List of documents obtained from the borrower and documents to consider using.
  • List of documents prepared by the lender.
  • Documents and procedures to consider avoiding
  • Sample documents for discussion.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Thursday, November 16, 2017

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Robert Dyck

Principal – Robert Dyck Consulting

Robert Dyck Principal of Robert Dyck Consulting

Register Now Manual Invoice

Loan Documentation Fundamentals and Best Practices

Register Now

The basis for the class will be the Commercial Loan documentation process and best practices outlined below. This is a standard process for unsecured and secured loans. Also, ‘best practices’ do not necessarily mean those required by law, but incorporate procedures or additional documentation demonstrated through use to enhance the collectability of a loan. We will discuss this process and what is involved in each of the steps.

What Attendees Will Learn:

  • Loan Documentation Process
    • Identify the borrower.
    • Identify the collateral, if applicable.
    • Evidence the debt.
    • Attach and perfect the security interest in the collateral.
    • ‘Best practice’ procedures to follow
  • List of documents obtained from the borrower and documents to consider using.
  • List of documents prepared by the lender.
  • Documents and procedures to consider avoiding
  • Sample documents for discussion.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Wednesday, July 26, 2017

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Robert Dyck

Principal – Robert Dyck Consulting

Robert Dyck Principal of Robert Dyck Consulting

Register Now Manual Invoice