Commercial Loan Processor Seminar

Lending Paperwork

Commercial Loan Processor Seminar

Apr 2, 2025 | Livestream Seminar

Move through each step of the credit approval process—from prospecting to post close monitoring. Gain an understanding of the required information for the loan request and how the information is used, basic analysis to assist in pre-qualification, documentation, and learn the various types of loans and their use.

Learning Objectives:

  • Learn how to move the customer from prospect to client organizing the lender and their team through the process.

  • Assessing and collecting the correct financial information for the type of financing requested.

  • Understanding basic financial statement analysis and credit risk.

  • Preparing for closing, the right documents for the right type of financing.

  • Understanding the importance of post-closing monitoring to catch early warning signs of credit deterioration.

Register
Register
Register
Date
Information (Central Time unless otherwise noted)
Wednesday, April 2, 2025

9:00 a.m.- 12:00 p.m.

  • Introduction

  • Core Principals, What We Do!

  • Assessing the Request

  • Gathering the Information, Driving The Bus

  • Understanding What You Receive

Lunch

12:00 p.m.- 12:30 p.m.

12:30 p.m. – 4:30 p.m.

  • Understanding What You Receive

  • Pre-Closing

  • Closing

  • Post Closing

Pricing

ICBA Members: $495

Non-Members: $595

Non-Banker*: $695

Printable Registration Form

*Attendance may be subject to ICBA approval.

Attendance & Cancellation Policy

  • Full payment is required prior to event attendance. 
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed. 
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. 
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. 
  • No refunds will be issued once the bank has received event materials or after the event start date. 
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA. 

Continuing Professional Education Credit (CPE) Requirements

  • To receive full CPE credit for ICBA livestream event you must meet the following requirements: 
  • Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration. 
  • Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.  
  • Participate in all group activities and breakout rooms.  
  • Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.  

* View CPE Credit Hours in the “Who Should Attend” section.  

This event is not recorded. For more information, call 800-422-7285 or email [email protected]. 

Livestream Seminar

Upon registration you will receive an email from ICBA confirming your registration, the dates of the event and a calendar invitation for the event. Approximately 1-2 weeks prior to the event start date, you will receive an email from an ICBA representative containing detailed information including event times and the meeting link.

Who should attend: Loan processors, operations, compliance

Prerequisites: Basic knowledge of commercial loan processing

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized knowledge

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 7.5

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

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.