Loan Documentation: The Top 10 Mistakes

Loan documentation errors can cause your bank to face unnecessary losses and waste your banks most precious asset – time. Get your remedies and answers here.

This new webinar series draws upon the instructor’s 30 plus years of teaching loan documentation in over 38 states and via webinars.  Frequent questions in seminars and post-seminar questions are the source of topics to be presented, discussed and, hopefully, confirmed.   

Experienced bankers will benefit from confirmation of knowing “the right thing to do.” New lenders will learn to avoid the most frequent exceptions and loss-causing mistakes.  All types of collateral are covered, except real estate. Participants will receive a complete handout that can be used immediately to improve your bank’s loan documentation practice.


  • Blanket or Floating Liens
  • Lien priority
  • Proper collateral classification
  • Collateral descriptions for security agreements and UCCs
  • Borrower names
  • Where to file UCCs
  • Amendments and terminations to UCCs
  • Guarantees
  • Purchase Money Security Interests
  • Entities and documentation needed-corporations, LLCs, etc.


Anyone involved in loan documentation including loan officers, loan assistants and secretaries, loan operations personnel, credit analysts and loan administration personnel.


Bob Ullom, R.V. Ullom & Company, has been teaching loan documentation to bankers in over 38 states since 1976.  His direct and often humorous teaching style encourages questions and provides answers. 

Credit Information

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


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


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.