Consumer and Commercial Lending Documentation


Feb 19, 2020 to Feb 20, 2020

IBA Center for ProfessionalDevelopment
8425 Woodfield Crossing Blvd., Suite 155E
Indianapolis, IN 46240

Click Here for a PDF Brochure

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

  1. Identifying the Borrower
  2. Identifying and Documenting the Collateral
  3. Evidencing the Debt
  4. Attaching the Collateral
  5. Perfecting the Security Interest