Feb 19, 2020 to Feb 20, 2020
Loan Documentation is a critical component in lending. After the decision to make a loan has been made, the next step is the documentation and closing process. This part of the lending process is essential in order to avoid loan losses due to poor documentation. Many community banks assign this important responsibility to Loan Officers and Loan Administrators. If not performed properly, poor documentation can cause loans to be adversely classified even if the underlying credit is sound or if the loan is performing as agreed.
The purpose of these one-day workshops is to provide participants with a good understanding of the Consumer and Commercial Loan Documentation process.
Participants will be exposed to the five steps in the loan documentation process, which include
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Consumer Loan Documentation - February 19, 2020
The course will address the major compliance issues that relate to the lending function including Regulation B, X, Z and Flood Hazard Protection Act and the documents required to be in compliance with these regulations.
Commercial Loan Documentation - February 20, 2020
Jeffery W. Johnson is a training professional in the financial industry leading various seminars covering important topics relating to issues in financial institutions. He teaches actively for fifteen state banking associations in the United States, Risk Management Association (RMA) and individual financial institutions nationwide. He co-authored a training course entitled "Lending to Service and Other Professional Organizations" for RMA in 2001.
Mr. Johnson earned a B.A. Degree in Accounting from Morehouse College in Atlanta; a MBA in Finance from John Carroll University in University Heights, Ohio; Banking diploma from Prochnow School of Banking at the University of Wisconsin and a Graduate Certificate in Bank Management from the Wharton School of Business at the University of Pennsylvania.
After completing this course the participant will:
The following fees include the program, training materials, continental breakfast, lunch and refreshments:
$425 First Person (Both Days)
$355 Additional Attendees from Same Institution (Both Days)
$225 Consumer Only - First Person
$155 Consumer Only- Each Additional Person
$225 Commercial Only - First Person
$155 Commercial Only - Each Additional Person
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. Surcharge of 100% for Non-Members.
This seminar will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240. Directions, map & list of hotels are available at www.indianabankers.org or by calling 317-387-9380.
Who Should Attend
This workshop is directed towards Loan Officers, Loan Operations Staff, Loan Administrators and anyone else involved in the lending process, including but not limited to: Commercial Loan Officers, Loan Operations Personnel, Consumer Loan Officers, Loan Documentation Personnel, Branch Managers, Administrative Asst. to Loan & Credit Officers, Senior Credit Officers, Auditors, Senior Loan Officers, Loan Review Personnel, Credit Analysts.
For additional information please contact:
Laurie Rees, Vice President, Education & Training
Elizabeth DeHaven, Education Coordinator
IBA Education & Training Department - 317-387-9380
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations 1 day prior or on the day of the program. Substitutions are welcome at anytime.