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WEBINAR - Advanced Loan Documentation

Date Start End   Event Registration
22 Mar 2010 12:30 PM 2:30 PM


Advanced Loan Documentation
2.5 Total Credits
Note: This tele-web seminar will begin on Monday, March 22, 2010 at 12:30 PM to 2:30 PM Mountain Time.

Click here for more information and/or to register online.

This webinar has been created for bankers who have a basic understanding of loan documentation obtained by training or experience and wish to further develop, refine, confirm or polish those skills.  It deals with all types of collateral except real estate. 

 

Program content is based on questions most frequently asked during seminars presented by the instructor on a nationwide basis.  The program is not a theory lesson.  Participants will receive a practical, “real world,” intensive review of critical loan documentation issues, best practices, proper lien creation and monitoring under the requirements of the Revised Article 9 of the Uniform Commercial Code.   Questions and special situations brought forth by participants will help deepen participants’ understanding.

 

Highlights

·         Effective collateral description language for the security agreement and financing statement;

·         Purchase money security interests;

·         Perfecting liens on collateral not owned by the borrower;

·         Importance of and new techniques for the UCC lien search;

·         Required documentation for ensuring proper creation of “perfected,” first lien security interests for 
          all kinds of collateral except real estate;

·         Security agreements, notes, and UCC financing statement forms;

·         UCC filing requirements for each type of collateral;

·         How, when and why of Guarantees and Co-signers;

·         Signature requirements and supporting documentation requirements for all types of borrowers,
          including individuals, corporations, partnerships, LLCs and assumed names.

 

Audience

Loan officers, credit analysts, note and credit department personnel, internal auditors, loan review and compliance personnel, or any banker involved in the lending function.

 

Speaker

Bob Ullom, a nationally known banking educator, has taught loan documentation for 30 years. His presentations are low in theory and  high in practical, "how to" information in a teaching style that is dramatic, humorous and well balanced as to education and keeping participant attention. Seminar participants will gain a substantial amount of ready to use information, techniques and procedures.

 

Idaho Bankers Association s P.O. Box 638 s Boise, Idaho  83701
TEL: (208) 342-8282 s FAX: (208) 342-8044