Commercial Lending Certification

with
June Gardner and Bob Greene
Certification
From $895.00
Training Includes:
  • Commercial Lending Certification
  • All resources and training materials
  • An on-demand recording will be available after each live presentation.

Banking compliance expert June Gardner and renowned corporate trainer Bob Greene will help you understand risk and compliance expectations for commercial lending. You will learn how to maintain a sound commercial loan risk governance program.

Benefits of Certification

  • Master the business structures, loan types, required documentation, and risk management framework associated with commercial lending
  • Meet regulatory requirements
  • Protect your financial institution from potential legal liability
  • Prove your knowledge to colleagues and regulators
  • Advance your career

Training Overview

Earn your Commercial Lending Certification. Demonstrate you understand key lending concepts.

As a commercial lender, you must master key lending concepts and risks so you can respond to regulatory requirements and risk management expectations. Understanding business finance fundamentals and regulations are essential to maintain a sound commercial loan portfolio. 

Our Commercial Lending Certification program will enable you to:

  • Master the business structures, loan types, required documentation, and risk management framework associated with commercial lending
  • Meet regulatory requirements
  • Protect your financial institution from potential legal liability
  • Prove your knowledge to colleagues and regulators
  • Advance your career

Plus! You'll also have the opportunity to earn a prestigious professional designation awarded by Sheshunoff Consulting + Solutions and BankersWeb.

Gain insight through our comprehensive five-session program, and earn your certification with Sheshunoff Consulting + Solutions and BankersWeb. 

We have packed a large volume of interesting and useful content into five engaging webinars.

 

Commercial Lending Certification

Session 1

Monday, May 17

12:00 PM Eastern, 11:00 AM Central; 10:00 AM Mountain 9:00 AM Pacific

  • Types, advantages, and disadvantages of business structures
  • Liability, rights, and restrictions
  • How business structure affects the lending process and borrower liability
  • Signatures necessary to safeguard against contract disputes

Session 2

Tuesday, May 18

12:00 PM Eastern, 11:00 AM Central; 10:00 AM Mountain 9:00 AM Pacific

  • Characteristics, purposes, and risks of common commercial loan types
  • Repayment sources related to various commercial loan types
  • Balancing the needs of the borrower and the bank
  • Problem loan causes and common steps to resolve them

Session 3

Wednesday, May 19

12:00 PM Eastern, 11:00 AM Central; 10:00 AM Mountain 9:00 AM Pacific

  • Vital instruments to document a commercial loan and secure a lien
  • Major elements of due diligence prior to closing a commercial loan
  • Loan covenants to protect cash flow and collateral value
  • Personal guarantees and required documentation

Session 4

Thursday, May 20

12:00 PM Eastern, 11:00 AM Central; 10:00 AM Mountain 9:00 AM Pacific

  • Risk factors associated with commercial loans
  • Key elements of an effective risk management framework
  • Critical policies included in a commercial lending risk management program
  • Risk rating, reporting, and analytics

Session 5

Thursday, May 21

12:00 PM Eastern, 11:00 AM Central; 10:00 AM Mountain 9:00 AM Pacific

  • BSA/AML and OFAC due diligence and reporting requirements
  • Fair lending laws and regulations and how they apply to the lending process
  • Purpose, technical rules, and performance assessment factors of CRA
  • General regulatory requirements applicable to real estate secured loans

Who Should Attend?

  • Finance professionals

  • Credit analysts

  • Credit underwriters

  • Commercial loan officers

  • Loan support staff

  • Loan documentation staff

Expert Presenters

June Gardner

  • Vice President of Compliance at one of the largest credit unions in the United States

  • Previously served as Vice President of Operations for a $8B+ financial institution

  • Trainer and speaker for financial associations throughout the U.S. 

  • Twenty years of banking experience, including executive and leadership positions in compliance, lending, bank operations, fraud, and electronic delivery channels

  • Certifications in risk and compliance management from national banking associations

  • Bachelor’s degree in business administration and management from Alaska Pacific University

     

Bob Greene

  • Professional corporate trainer and CEO of RCG Workgroup
  • An adjunct faculty member with the American Management Association
  • Creates and delivers training content for associations, companies, and governmental agencies including the U.S. Navy Seals
  • Over fifteen years of corporate training experience
  • Graduate of Virginia Tech, with a degree in political science and organizational leadership
  • BMI certification in intercultural analysis

Certifications

Employers particularly appreciate BankersWeb certifications because they represent definitive confirmation of the mastery of the subject area.

Please follow these steps to earn your certification:

  • Attend all the training sessions in their entirety.
  • Gain access to the final exam at the conclusion of the last session.
  • Take the final exam and receive a score of 80% or better.   

If you have any questions about the certification process, please get in touch with us.

We look forward to your participation!

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.