Event Calendar

Thursday, May 16, 2024

Webinar - Writing Concise, Complete & Effective Loan Presentations

Start Date: 5/16/2024 9:00 AM MDT
End Date: 5/16/2024 10:30 AM MDT

United States 

A well-prepared loan presentation is about answering basic questions. Who is the borrower? What is their loan request? How do they plan to pay it back? What if their expected source of repayment does not materialize? What is our institution’s level of risk? How will we monitor the borrower’s performance?
A loan presentation’s length has little to do with its effectiveness. This program will address how to respond to the key questions all loan approvers need answered in a concise, yet complete, manner. It will cover CRE, C&I, and agricultural credits, as well as personal loans to complex, high-net-worth borrowers. The program will focus on real-world expectations for quality loan presentations.


Preferred Providers