Curriculum

This 3-part Loan Webinar Bootcamp is designed to give banks and credit unions the insights and resources needed to understand how to properly set-up Commercial Loans from due diligence through booking and documentation. This 3-part Commercial Loan Webinar series is perfect not only for those new to Commercial Lending, but a great refresher for the seasoned lender or executive wanting to ensure compliance with current best practices and regulations. 

PART 3

Documentation Basics and Best Practices


The basis for the class will be the Commercial Loan documentation process and best practices. This is a standard process for unsecured and secured loans. Also, best practices; do not necessarily mean those required by law, but incorporate procedures or additional documentation demonstrated through use to enhance the collectability of a loan.


We will discuss this process and what is involved in each of the steps:


  • Loan Documentation Process
  • Identify the borrower.
  • Identify the collateral, if applicable.
  • Evidence the debt.
  • Attach and perfect the security interest in the collateral.
  • Best practice procedures to follow
  • Review documents from borrower and documents to consider using.
  • Review of basics documents prepared by the lender.
  • Documents and procedures to consider avoiding.

Instructor

  • Robert Dyck

    Robert Dyck

    Robert Dyck Consulting / Principal


    Robert Dyck has been a banking executive in Southern California for 36 years. For the last 12 years he served as Executive Vice President and Chief Credit Officer of PacWest Bancorp and its banking subsidiary Pacific Western Bank. During this time he managed the acquisition and merger of 20 bank loan portfolios and the blending of 20 different credit cultures. He started his career as a commercial loan officer. In addition, he has held positions that included managing credit training programs, directing loan review departments and he served as a senior credit administrator in several community and regional banks,

Credits

3.0 CPE Credits & 3.6 AAP Credits