Introduction to Commercial Loan Documentation

This webinar has been designed to provide commercial loan processors and junior commercial loan officers a broad introduction to the various documents needed in secure loan transactions.

This seminar examines and explains the importance of proper documentation in the context of commercial lending. The goal of the program is to provide exposure to the specific documents needed to prefect and secure various commercial transactions. Specific case examples will be used for loan transactions covering various collateral types and loan types.


  • Understanding the lien process
  • Three events of attachment
  • Lien perfection
  • The importance of liens from a collateral standpoint
  • Basic types of credit facilities
  • Types of Borrowers and the importance of understanding the differences
  • Types of Collateral
  • Where to search UCC 11
  • Where to file UCC
  • Using the information from the Secretary of State
  • ECOA Reg B Compliance – consistency in the process
  • Article 9 – UCC
  • Common problems in loan documentation


This webinar is intended for commercial lenders, junior lenders, processors, and loan review staff or anyone else involved with commercial loans.


Dana Sumner is a co-founder of Development Finance Training and Consulting, Inc. (DFTC), with more than 25 years of experience as a senior commercial lender and trainer. He has worked for several financial institutions in both the private and private non-profit sectors where he had the opportunity to be involved in all aspects of commercial lending. As a result, his approach to commercial lending issues is practical, hands-on, and based on real life situations.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits.


Either Live or 6-Month On-Demand Webinar: $255

Both Live and 6-Month On-Demand Webinar: $355


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.