GSB – How to Craft an Effective Commercial Loan Write-Up

This program will cover the basics of how to craft an effective commercial loan write-up. The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation). The financial analysis section will highlight liquidity, activity, leverage, operating performance, and cash flow analysis. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management. Two standard commercial loan write-ups will be presented in order to illustrate the concepts.

Program Objectives
Review effective commercial loan write-ups
Discuss types, styles, and components parts
Cover the financial analysis section
Assess the company’s strategic plan
Summarize the concepts by reviewing two loan write-ups

Target Audience
Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers

David Osburn, Osburn & Associates, LLC

Registration Option
Live presentation $275

Recording available through Jan. 26, 2022


Oct 26 2021


10:00 am - 11:30 am

More Info