Commercial Loan Documentation
A Two-Part Webinar

Everything a commercial loan officer should know about the core commercial loan documentation package, including perfecting security interests (except real estate), loan agreements, signature requirements, loan closings and more.

This fast-paced, two-part seminar will focus on the purpose, use and content of the six core commercial loan documents: (i) the promissory note, (ii) the loan agreement, (iii) the security agreement, (iv) the guaranty, (v) the letter of credit and (vi) the subordination and intercreditor agreement. It has been designed specifically to provide relevant, up-to-date and practical information to help commercial lending personnel .  Both new and experienced lenders will find this program to be informative and filled with useful and effective loan documentation principles and practices.


  • Promissory notes
  • Security agreements, including proper collateral descriptions and perfection of liens under the UCC
  • Letters of intent and loan commitments
  • Loan agreements, including borrowing base certificates and letters of credit
  • Guarantee agreements and third party pledges of collateral
  • The interplay of subordination and intercreditor agreements with the rules of payment and lien priority
  • Signature requirements
  • Closing the loan
  • The most frequent errors in collateral loan documentation


Commercial loan officers, commercial loan review personnel, senior note and credit department personnel, experienced commercial loan secretaries, credit analysts, management trainees and auditors.


Robin Russell is a partner with the law firm of Andrews Kurth L.L.P., practicing in the areas of banking, bankruptcy and corporate finance, representing banks, insurance companies, corporate and individual borrowers in secured commercial and consumer lending transactions. Robin is the author of TBA’s bestselling  “Texas Secured Lending Guide”  and the  “Texas Real Estate Lending Guide.”

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated total credits: 4 hours CRCM/CLBB for both sessions


Live Webinar:

Member price: $500.00 | Non member price $1,000.00

On-Demand Webinar

Member price: $530.00 | Non member price $1,060.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.