Annual Loan Review: Consumer, Commercial & Residential
Wednesday, December 2, 2020
3:00 pm – 4:30 pm Eastern
Do you know the purpose and objective of loan review? Does your process meet regulatory expectations? Do the board and senior management have the information needed to manage credit risk? Discover more about the loan review process and receive sample loan review policy.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
• Appreciate the purpose and objective of loan review, which guides the entire process
• Develop a “loan review plan” that includes pulling samples and develop loan review request memos
• Properly implement your loan grading system
• Compare the provided loan review sample report outline (which complies with regulatory guidelines) to what you are using
• Understand the assessment factors for credit risk, loan-to-cost ratios, and nonaccrual status issues
WEBINAR DETAILS
What are examiners expecting in your loan review process? They expect a strong method for determining the overall level and direction of credit risk in your portfolio on an ongoing basis. And regardless of whether loan review is conducted in-house or outsourced, the bottom line is identical. This session will explore the loan review steps that will meet examiners’ expectations and provide management and the board with the information needed to ensure credit risk is understood and well-managed.
WHO SHOULD ATTEND?
This informative session is designed for loan review officers, senior lending officers, loan officers, and board members.
TAKE-AWAY TOOLKIT
• Sample loan review policy
• Sample loan review line sheet (Excel worksheet)
• Three case studies (one each for a consumer, real estate, and commercial loan)
• Employee training log
• Interactive quiz
SPEAKER
Ann Brode-Harner, Brode Consulting Services, Inc.
Ann Brode-Harner began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management. Ann is a well-respected presenter and has spoken to audiences across the country for over 30 years. She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools. Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel published by Bankers
Attendance verification for CE credits provided upon request.
Webinar Sponsored by Financial Education & Development
If you are having issues with registering online, please contact CBAO's Education,Training & Special Events Coordinator, Patti Webb, (614) 610-1877.
| Registration Options |
Live Webinar– The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.
Recorded Webinar + Free Digital Download– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.
Additional Live Webinar Connections– Registering another banker from a different location
Both Live Webinar & Recorded webinar + Free Digital Download– Includes Live Webinar and Recorded Webinar options above.
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