2021 Loan Documentation 101 Seminar Recording

Member: $265
Non-Memeber: $465

Speaker: Ancin Cooley, Synergy Bank Counsulting

This recording is from a 1-day instructor led program held on February 23 via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.

Upon completion of this program, you will be able to:

  • Navigate the loan documentation process
  • Avoid unintended commitments to lend
  • Identify borrowers and who has authority
  • Perform preliminary due diligence
  • Select and prepare the necessary forms
  • Have a good working knowledge of the purpose of each document:
    • Who needs to sign what? Make sure you know who owns, guarantees, and is authorized or required to sign which documents.
    • When should you consider more than boilerplate loan agreement covenants?
    • Perfection of security interests for certain types of collateral (marketable securities, deposit accounts, life insurance policies, equipment and inventory, contracts or receivables, leases, etc.).
    • Understanding the lien process.
2/23/2021 - 8/23/2021

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