The Loan Review Process: Important Steps

The loan review process is an important component of any successful commercial lending program. Just as prudent underwriting before making a loan decision is key to building a strong loan portfolio, an incomplete or deficient loan review process can prove detrimental to maintaining that portfolio as a healthy ongoing concern. Learn ways that a proper and thorough loan monitoring and loan review process can help prevent loans from becoming unnecessary impediments to your lending institution.

Covered Topics:

  • The Loan Commitment Letter
  • Evaluating financial issues annually
  • The Annual Loan Review:  What it should include
  • Financial information: What you should require
  • Evaluating financial information in a timely manner to verify compliance with loan terms and conditions

Who Should Attend?

  • Credit Analysts
  • Loan Officers
  • Other personnel with loan servicing responsibilities
"I've attended many of Vin's seminars over my last 20 years in lending and always find him to provide new perspective on an old way of looking at credit. Any opportunity I get to sign-up, I will." -- Tina V, First Dakota National Bank