Best Practices for Loan Processing

Webinar

Best Practices for Loan Processing

Nov 14, 2024 | 11:00 am ET • 10:00 am CT | Webinar

Navigating the commercial credit approval process can be overwhelming, leading to delays and miscommunication. This guide helps you establish an effective workflow for the Loan Assistant, benefiting both lending staff and clients. As a vital member of the commercial team, you play a crucial role in managing credit risk.

Focus on collecting initial information, organizing analysis, conducting quick pre-qualifications, and ensuring smooth closings. Remember, your role continues post-closing, where you can help minimize potential losses for the bank. With the right tools, you can streamline decision-making for client requests while supporting the lending staff effectively.


Learning Objectives

  • Define the commercial credit approval process.
  • Identify the roles and responsibilities of the lending team throughout the loan process and post-closing phase.
  • Gain insights and tools to streamline the process from the initial application to final decision.

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Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Commercial Lenders, Credit Analysts, Relationship Managers, Branch Managers, Private Bankers, Business Development Officers

Prerequisites: None

Advanced Preparation: Basic knowledge of banking.

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

brad stevens
Brad Stevens

President

Stevens Risk Management LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy