This webinar will begin with a brief overview of commercial and industrial (C&I) loan products, including working capital lines of credit, ABL facilities and equipment financing (loans/leases) and their typical structure.
The training session also will cover underwriting C&I loans, including accounts receivable assessment and the use of a “Borrowing Base Certificate” (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the webinar also will cover the proper evaluation of the borrower’s financial statements.
Additionally, the webinar will cover documentation of C&I loans, collateral concerns, challenges with pricing and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.
- review C&I lending
- discuss C&I loan products and their typical structure
- explore underwriting C&I loans, including accounts receivable, inventory, and equipment financing
- analyze the Borrowing Base Certificate
- evaluate the borrower’s financial statements
- review the documentation, collateral, pricing and managing of C&I loans
- develop the marketing of C&I loans in today’s economy
Who Should Attend
commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers and business development officers
David L. Osburn
Osburn & Associates, LLC
David Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm. His extensive professional background of more than 30 years include work as a business trainer/contract CFO and work as a bank commercial lender, including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management and business development.
Osburn holds the professional designation of Certified Credit & Risk Analyst as granted by the National Association of Credit Management.
For More Information
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Contact the MBA Education Department at 573-636-8151 or email.