Lending Basics for Bank Managers and Support Personnel

The webinar will cover the basics of the three (3) main areas of lending- consumer, mortgage, and commercial lending. Each of the three areas will be illustrated with real life “case studies” including cash flow analysis.

The retail manager will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the lending process. Additionally, the basics of loan compliance will be provided including Reg B, Z, TRID, BSA, and Fair Credit Reporting.

What You’ll Learn

  • Gain an understanding of how banks make lending decisions based on the five (5) C’s of credit.
  • Learn about the three (3) main areas of lending.
  • Apply the three areas to individual “case studies” including cash flow analysis.
  • Review the basics of loan structure, loan support, documentation, and loan compliance.

Who Should Attend

Branch managers, relationship managers, loan documentation specialists, private bankers, and business development officers.

Date

Apr 27 2026
Expired!

Time

1:30 pm - 3:00 pm

More Info

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Labels

Webinar/Online
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