Writing Loan Narratives
Documenting the Credit File: Credit Decisions, Loan Reviews, Credit Analysis and Other "Write-ups"

This webinar was created at the suggestion of community bankers looking for guidance/training to create a more consistent, informative and complete system for documenting credit files and improving internal communications related to lending. 

The program will present proven write-up formats plus suggestions for content and frequency of credit memos in connection with new credit applications. The program will also contain a discussion of summary credit descriptions for the file which will allow any other lender to understand a relationship and help the customer in the absence of the servicing officer.  Loan review documentation format and content will be addressed.  Documentation for “the file” that will facilitate more efficient bank examiner reviews will also be presented.


  • Define the purpose and goals for various purpose “write-ups;”
  • Consideration of possible report formats;
  • Discussion of proper or best language and style;
  • “Write-up” content and frequency;
  • Fair lending and lender liability questions.


The program has been designed for senior credit managers, loan officers, credit analysts, loan reviewers, internal auditors and any other banker who works with loan files and would like to improve documentation and internal communication related to lending.


Bob Ullom – the program is led by Bob Ullom, nationally known banking educator and past-president of two successful start-up banks which were both fast-growing and profitable.  A CPA, Bob brings over forty years of audit and bank lending and management experience to this fast-paced program.  Since 1990, Bob has taught in 38 states on a variety of credit, documentation, management and compliance topics.

Credit Information

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


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.