The Loan Review Process: Important Steps

This webinar is designed for lenders who want to increase their chances to get repaid when they do make loans to business customers, Also this program will examine the ways in which a proper and thorough loan monitoring and loan review process can help prevent loans from becoming unnecessary impediments to lending institutions.

Vincent DiCara
Instructor:
Vincent DiCara
Date:
Thursday, September 3, 2020
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
90 Minutes

More Trainings by this Expert   Product Id : 503313

Price Details
$150 Live
$290 Corporate Live
$190 Recorded
$390 Corporate Recorded
Combo Offers
Live + Recorded
$289 $340 Live + Recorded
Corporate (Live + Recorded)
$599 $680 Corporate
(Live + Recorded)
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Overview:

The Loan Review Process is an important component of any successful commercial lending program.

Although prudent underwriting before a loan decision has been made is key to building a strong loan portfolio, an incomplete or deficient loan review process can prove detrimental to the maintenance of that loan portfolio.

This program will examine the ways in which a proper and thorough loan monitoring and loan review process can help prevent loans from becoming unnecessary impediments to lending institutions.

Why you should Attend: Fear and uncertainty regarding making loans is an impediment to all who lend money. This is especially the case with lending money for business purposes. This program will address ways to increase the likelihood of having healthy loan portfolios by developing and implementing a sound loan review process.

Doubt about making loans that will be repaid is now more prevalent than ever. This webinar is designed for lenders who want to increase their chances to get repaid when they do make loans to business customers.

Areas Covered in the Session:

  • The Loan Commitment Letter
  • Evaluating Financial Issues on an Annual Basis
  • 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 Will Benefit:
  • Loan Officers
  • Credit Analysts
  • Loan Review Officers


Speaker Profile
Vincent DiCara has been involved in evaluating and meeting the credit needs of small and medium-sized businesses for over thirty-five years as a business advocate, lender, credit analyst and trainer. Since 1995, he has been providing expert training for lending professionals throughout the country who work in the public, private non-profit, and private sectors. Mr. DiCara’s training programs have become known for their ability to foster an informal and participatory environment in which students are empowered to learn.

In addition to his experience as a financial trainer, Mr. DiCara also provides consulting services to banks, credit unions, economic development organizations and other lenders who require assistance in developing, implementing, monitoring, and reviewing their loan practices and portfolios. He has conducted several loan reviews for small-to-medium sized lending institutions who have small business loan clients.

Mr. DiCara was an owner and founder of Development Finance Training and Consulting, Inc. (DFTC) which he established in 2003. Upon leaving DFTC in early 2013, Mr. DiCara established DiCara Training and Consulting, LLC where he continues to provide the highest quality services to his clients in the banking, credit union, and economic development sectors


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