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 1

Basics of Commercial Lending and Analysis

The Commercial Lending Basics session is designed to introduce participants to the entire process involved in commercial lending. The webinar will cover topics such as investigating a new borrower, the basics of credit analysis, identifying why borrowers need money and structuring loans to match their needs, basic documents, and managing a loan after approval.

At the conclusion of the first installment in this Commercial Loan webinar series you will understand:


  • The basic steps involved in due diligence.
  • Approach used in financial analysis and how it relates to repayment.
  • Borrowing causes and matching repayment sources.
  • Basic documents used for a commercial loan.
  • What should be done to monitor a loan?
 

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