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Last update: 10/22/14

WR Seminar: Introduction To Credit Analysis

05/22/2014 - 05/22/2014

Newport Beach, CA

Program Time: 8:30 a.m. - 4:30 p.m.

Atend this proactive seminar and learn how banks make lending decisions based on the five (5) C's of credit- capacity, capital, collateral, conditions, and character! The seminar will cover the basics of the three (3) main areas of lending- consumer, mortgage, and commercial lending. Each of the three areas will be illustrated with real life "case studies."

The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the lending process. Additionally, the basics of loan compliance will be provided including Reg B, Z, RESPA, BSA, and Fair Credit Reporting.

Learning Objectives:

  • Gain an understanding of how banks make lending decisions based on the five (5) C's of credit.
  • Learn about the three (3) main areas of lending.
  • Apply the three areas to individual "case studies."
  • Review the basics of loan structure, loan support, documentation, and loan compliance.

About the Instructor: David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of 30 years includes 14 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer.

His banking credentials include loan underwriting, loan "work-out", management, and business development. Additionally, Mr. Osburn has been an adjunct college professor (MBA and undergraduate courses) for 29 years including Regis University and the College of Southern Nevada.

Who should attend: Consumer lenders, loan documentation specialists, private bankers, business development officers, branch managers, financial service representatives.

Class Location: CIB Conference Center, 4685 MacArthur Court, 3rd Floor, Newport Beach 92660

Fees
Members: $325
Nonmembers: $375

Prerequisites: No previous experience and training is necessary.

7.5 CPE Credits

Program Level: Basic-Intermediate






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