Loan Documentation
Critical Skills Series
Understand the essential documents for commercial and real estate loans, including those needed to establish and perfect a lender's security position in a borrower's collateral. Learn how to establish unimpeded access to property cash flow and the property itself in bankruptcy or default.
“Very successful learning tool for me. I will recommend to my colleagues.”
~CRE Loan Administrator, Commercial Bank in Minnesota
What You Will Learn
Understand the essential documents that underpin every commercial loan transaction as well as those necessary to establish and perfect a lender's security position in a borrower's pledged collateral. Learn about the essential documents that underpin every commercial real estate loan transaction including the documents necessary to establish a lender's unimpeded access to a property's cash flow and to the property itself, in the event of bankruptcy and/or default.
Target Audience

This Skill Series is ideal for participants currently in or aspiring to enter the following job functions:

  • Commercial Credit Administration
  • Commercial Real Estate Administration
  • Commercial Loan Administration
  • C & I Lending
  • CRE Lending
  • Corporate Lending
  • Non-Profit Lending
  • Loan Review
  • Special Assets
  • Internal Audit
  • Construction Lending
  • Non-Profit and Municipality Lending
  • Health Care Provider Lending
  • Private Banking
  • Specialized Lending
  • Credit Analysis
  • Loan Support
  • Loan Documentation
Prerequisites
Familiarity with the operating statement for an income producing property, a working knowledge of the credit decision process, and an understanding of the role collateral plays as one of numerous potential sources of interest-bearing debt service.
Skill Series Courses
Commercial Business Loan Documentation
Commercial Real Estate Loan Documentation
2 Credits or $495
more than 100 live, On-Demand and self-study courses
for every member of your credit team.
All include cases, exercises, testing & Reporting