Loan Doc III - Reviewing Collateral Files
This session presents a unique collateral documentation checklist that gives lenders the ability to quickly and effectively review collateral documentation for acceptability. There will also be a brief discussion of loan agreements, their purpose, use, role and content.
The checklist focuses on:
-
The nature and proper name of the borrower
-
Authorization documentation for all kinds of borrowers
-
The proper questions to be asked and answered related to each document and type of collateral
All sessions include ample time for questions and answers.
Presenter
Bob Ullom, Veteran banker and nationally known bank educator will bring his perspective as president of two successful community banks, plus a decade of drawing on the “real world” experiences of thousands of lenders nationwide to help you realistically deal with today’s loan documentation challenges.
Audience
Bankers at all experience levels will find these programs helpful, informative and confirming.
CE Applied: 2.5 hours CLBB/CPB with the Institute of Certified Bankers
.gif){kind=spacer}
