Recording - Loan Documentation: Roles and Functions of Key Commercial Documents PRIOR to Closing - S20

Course Length
90 mins

Richard Hamm



Presenter:  Richard Hamm, Advantage Consulting and Training

This 90-minute program will be presented live on: August 4, 1:00-2:30  p.m. Central Time
Recording available through: November 4, 2020
Price: $275


Managing risk in commercial lending involves both thorough underwriting and solid documentation.  Knowing the documents and how they protect the lender are an important part of the process.  This program covers commercial loan documentation – both commercial and industrial (C&I) and commercial real estate (CRE) – at the first of two levels:  Prior to closing.  (A companion program will cover the second level:  At closing.)

Specific subjects that will be covered during the seminar:

  • The loan approval and related conditions or contingencies
  • The commitment letter written to the customer (or term sheet)
  • Your bank’s policies and procedures
  • Evidence of authority to borrow
  • Commercial insurance
  • C&I
    • UCC lien search
    • Valuation of non-CRE collateral
  • CRE
    • Property leases
    • Appraisals
    • Environmental assessments
    • Property surveys
    • Title insurance
    • If construction: Permits and zoning, construction contract, surety bonds


Target Audience:  Consumer lenders, mortgage lenders, private bankers, small business lenders, commercial lenders, credit analysts and support staff that deal directly with commercial loans; loan review specialists, special assets officers, lending managers and credit officers indirectly involved in the commercial lending process, both C&I and CRE.


Related GSB Online Program:

  • Loan Documentation:  Roles and Functions of Key Commercial Documents AT Closing

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