Advanced Commercial Loan Documentation
Everything a commercial loan officer should know about the core commercial loan documentation package, including perfecting security interests on commercial collateral, loan agreements, signature requirements, loan closings and more.
This fast-paced seminar will focus on the purpose, use and content of the six core commercial loan documents: the promissory note, the loan agreement, the security agreement, the guaranty, the letter of credit and the subordination/intercreditor agreement. It will provide relevant, up-to-date and practical information to help commercial lending personnel.
This webinar has been created for bankers who have a basic understanding of loan documentation and wish to further develop, refine, confirm or polish those skills. Participants will receive a practical, “real world,” intensive review of critical loan documentation issues, best practices, proper lien creation and monitoring under the requirements of Revised Article 9 of the Uniform Commercial Code.
What You Will Learn
- Promissory notes
- Security agreements, including proper collateral descriptions and perfection of liens under the UCC
- Loan agreements, including borrowing base certificates
- Letters of credit and reimbursement agreements
- Guarantee agreements, co-signors and third-party pledges of collateral
- The interplay of subordination and intercreditor agreements with the rules of payment and lien priority
- Signature requirements and supporting documentation
- Closing the loan
Loan officers, credit analysis, note and credit department personnel, internal auditors, loan review and compliance personnel or any banker involved in the lending function.
Robin Russell has practiced law for 29 years and is licensed in Texas, New York and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors’ committees, bank groups, private equity funds, landlords, trade creditors and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders and corporate borrowers in commercial loan transactions and debt restructurings.
Robin is the principal author of Thomson Reuters’ Texas Practice Guides for both Creditors’ Rights and Financial Transactions and the Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy and financial restructuring related topics and has served as a Chapter 7 Trustee. Robin received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits
- Live Webinar which includes 5 Day On-Demand - $265
- Six Month On-Demand – $295
- Live plus Six Month On-Demand – $365
- CD-ROM (Includes Six Month On-Demand) – $345
- Premier (Includes all options) – $395
- Additional Locations – $75
Online: Click here.
Phone: Call Total Training Solutions at (800) 831-0678
Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.