WHO SHOULD ATTEND? 

This workshop is directed to Loan Officers, Loan Assistants, Loan Operations Staff and Loan Administrators, Loan Review Personnel, Credit Administrators, Senior Loan Officers, Senior Credit Officers, Commercial & Consumer Lenders, and Accountants.

WHAT YOU WILL LEARN 

• Recognize the documents required to complete the five steps in the documentation process

• Have a good working knowledge of the purpose of each document

• Be able to provide a broad overview and meaning of each loan document’s provisions

• Know the rules of perfecting the security interest under the rules of Article 9 of the Uniform Commercial Code and Non-Article 9 rules