When autocomplete results are available use up and down arrows to review and enter to select.
Move through each step of the credit approval process—from prospecting to post close monitoring. Gain an understanding of the required information for the loan request and how the information is used, basic analysis to assist in pre-qualification, documentation, and learn the various types of loans and their use. View Full Details
Learning Objectives:
Learn how to move the customer from prospect to client organizing the lender and their team through the process.
Assessing and collecting the correct financial information for the type of financing requested.
Understanding basic financial statement analysis and credit risk.
Preparing for closing, the right documents for the right type of financing.
Understanding the importance of post-closing monitoring to catch early warning signs of credit deterioration.
ICBA Members: $495
Non-Members: $595
Non-Banker*: $695
*Attendance may be subject to ICBA approval.
Who should attend: Loan processors, operations, compliance
Prerequisites: Basic knowledge of commercial loan processing
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized knowledge
Delivery Method: Group Live
Continuing Professional Education (CPE) Credit Hours: 7.5
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.