11:00 am Eastern | 10:00 am Central | 9:00 am Mountain | 8:00 am Pacific
This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will begin with a brief overview of loan write-ups or credit memorandums.This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation).
The financial analysis section will highlight liquidity, activity, leverage, operating performance, and cash flow analysis. Additionally, the Z-score bankruptcy predictor will be reviewed.
The session will also cover additional important loan write-up items including assessing the company’s strategic plan - marketing, financing, and management. Also, the risk assessment and mitigation section will be used to summarize the loan presentation.Three standard commercial loan write-ups will be presented in order to illustrate the concepts.
Learning Objectives:
