Education & Events

A Workshop for Loan Assistants and Loan Processors

Jul 23, 2019
IBA Center for Professional Development
8425 Woodfield Crossing Blvd., Suite 155E
Program Overview: 

PDF Brochure

This seminar is designed to increase the lending knowledge and administrative effectiveness of one of the most important positions in a community bank’s lending staff – the loan assistant/loan processor.  All of the objectives of this program are directed at increasing the performance effectiveness of these individuals.


The topics below will address two basic questions: Given the applicant’s loan request,

(1) What specific loan documentation will be required; and

(2) What “fair lending” compliance requirements must be considered? 

  • The loan assistant’s primary role in loan origination and bank profitability
  • The loan assistant’s role in developing and maintaining effective, working partnerships with lenders
  • The loan assistant’s role in compliance with
    federal lending regulations, including a discussion on the Truth-in-Lending/RESPA disclosures
  • A review of the primary loan documentation for consumer, residential and small business loans
  • A variety of lending resources to increase the lending knowledge of loan assistants

Lending Resource will include:

  • Lending risk management and regulatory websites
  • Sample loan documentation
  • Sample loan policy narrative
  • Sample credit administration guidelines
  • Sample loan underwriting guidelines and documentation procedures
  • Sample loan closing checklists
  • Sample post-closing loan review format



In his banking career which spans 40 years, John Cochran has served in various lending and senior management positions including President and CEO of a community bank. John established Cochran Associates LLC in 2000 to provide bank training and consulting services. To date, he has presented lending seminars for many state bank associations and annually participates in ten commercial lending schools as a principal instructor or sole presenter.  He has been the lead faculty member of the Missouri School of Lending since 1990.  John is also on the faculty of the Pacific Coast Banking School where he presents a series of lectures on Credit Risk Management. When their schedules permit, John and his wife, Pam, enjoy camping, canoeing and fly fishing Missouri’s trout streams.



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


This seminar will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240. Directions, map & a list of local hotels are available at or by calling 317-387-9380.


IBA Members
$225 First Person
$155 Additional Attendee From Same Institution

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.

Image Use Policy: Registration in IBA events constitutes an agreement to the IBA’s use and distribution of the attendee’s image or voice. Details:

Additional Information: 

Who Should Attend:

Loan assistants and loan processors, credit administration supervisors, and other members of the bank’s loan support staff with credit administration responsibilities.

Association Contact: 

If you have any questions please contact Marcy Borden at 317-387-9380 or via e-mail at

Cancellation Policy: 

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 the day before or absences on the day of the program. Substitutions are welcome at anytime.

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