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Who should attend Understanding The Underwriting Process
This seminar is designed for loan officers, loan department personnel, branch managers, bankers, mortgage brokers and attorneys.
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Understanding The Underwriting Process  

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This seminar is designed for loan officers, loan department personnel, branch managers, bankers, mortgage brokers and attorneys.

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Seminar Summary:

This seminar will provide you with the knowledge and skills you need to enhance your underwriting practices, and will reinforce key aspects of the underwriting process with relevant, practical case studies. (see full course description)

 
 

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Training Course Syllabus:


As a professional involved in underwriting, you must have a solid understanding of the underwriting process to ensure your bank maintains a high quality, competitive portfolio. Our guest speakers will provide you with the knowledge and skills you need to enhance your underwriting practices, and will reinforce key aspects of the underwriting process with relevant, practical case studies. Discussions will highlight issues related to:

  • Types Of Business Lenders
  • Dissecting The Loan Approval Process
  • Types Of Loans
  • The Five Cs Of The Underwriting Process
  • Ensuring That The Loan Is Repaid
  • Fundamentals Of Structuring Loans
  • Loans For Higher Risk Business And Start Ups
  • Underwriting SBA 504 Loan Program Financing Packages
  • SBA 7a Program

9:00 a.m. - 9:15 a.m.

I. Types Of Business Lenders

A. Banks

B. Non-Banks

C. Asset Based Lenders

D. Other Types

9:15 a.m. - 9:30 a.m.

II. Dissecting The Loan Approval Process

A. Loan Policies

B. Credit Scoring

C. Individual Authority

D. Loan Committees

E. Centralized vs. Decentralized Process

9:30 a.m. - 9:45 a.m.

III. Types Of Loans

A. Short Term

B. Long Term

C. Letters Of Credit

D. Other Types

9:45 a.m. - 10:00 a.m.

IV. The Five Cs Of The Underwriting Process

A. Character

B. Capacity

C. Capital

D. Collateral

E. Conditions

10:00 a.m. - 10:15 a.m.

Break

10:15 a.m. - 11:15 a.m.

V. Ensuring That The Loan Is Repaid

A. Understand The Story Behind The Numbers

B. 20 Questions To Consider When Underwriting

C. How To Identify Red Flags

D. Cash Flow Repays Loans

E. The Role Of Forecasting In Underwriting

11:15 a.m. - 12:15 p.m.

VI. Fundamentals Of Structuring Loans

A. The Critical Role Of Structure In Underwriting

B. Matching Structure With Need

C. Repayment Terms And Maturities

D. Pricing Rules And Practices

E. Requiring Collateral – Or Not

F. Loan Covenants And When To Use Them

G. The Perils Of Incorrect Structure

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 2:30 p.m.

VII. Loans For Higher Risk Business And Start Ups

A. Introduction To Microlending: An Explanation Of The Lending Niche That Community Development Financial Institutions (CDFIs) Fill

B. The Five Cs – A Different Perspective

1. Collateral

2. Character

3. Cash Flow

4. Capacity

5. Circumstances

C. Application Process

1. Information Required

2. Challenges That Come Up While Working With Applicants

D. Case Studies – Approved And Rejected Applications

E. Technical Assistance

F. Benefits To Banks And Other Professionals

2:30 p.m. - 2:45 p.m.

Break

2:45 p.m. - 3:45 p.m.

VIII. Underwriting SBA 504 Loan Program Financing Packages

A. What Does The Bank Look For?

B. What Does The Partner Certified Development Company/SBA Look For?

C. Credit Criteria vs. Project Eligibility

D. How To Know When The Financing Project Will Fit The Guidelines

3:45 p.m. - 4:30 p.m.

IX. SBA 7a Program

Seminar Summary:

This seminar will provide you with the knowledge and skills you need to enhance your underwriting practices, and will reinforce key aspects of the underwriting process with relevant, practical case studies. (see full course description)

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