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June 10 | 3:00 pm - 4:30 pm ET
Category:
CU Webinar
Webinars - Live
Contact: Lauren Simonds at lsimonds@mainecul.org
A well-prepared loan presentation is about answering basic questions.
Who is the borrower? What is their loan request? How do they plan to pay it back? What if their expected source of repayment doesn’t materialize? What is the borrower’s risk level? How can the borrower’s performance be monitored? The presentation will cover CRE, C&I, and agricultural credits, as well as personal loans to complex, high-net-worth borrowers.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Write complete, concise, fact-based loan presentations
- Effectively communicate a borrower’s strengths and weaknesses
- Accurately assess the factors in determining an accurate risk rating
- Understand the level of detail necessary to assess loan requests by purpose and complexity
- Avoid often-misused phrases in loan presentations
For more information, including pricing and registration, click here.