This training is delivered in two parts, as described below.

Loan Documentation 101 Part 1: The Basics
October 1, 2024 | 2:30 pm - 4:30 pm EST

What You'll Learn:

• Loan applications and financial statements
  
• Loan committee memos and presentations
  
• Lien document
  
• Lien perfection including UCC-1 and other filing requirements
  
• Lien searches and title verification documents
  
• Promissory notes
  
• Authorization documentation for all kinds of borrowers

Loan Documentation 101 Part 2: Business Collateral

October 2, 2024 | 11:00 am - 1:00 pm EST

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.

What You'll Learn:

• Inventory
  
• Accounts
  
• Letter of credit rights
  
• Government contracts
  
• Chattel paper
  
• Equipment
  
• Fixtures
  
• General intangibles
  
• Commercial tort claims