Loan Operations Manager/Specialist

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Call Report Loan Activities and Lending Schedules – Part 1 (2 Part Series) (4 CPE Credits)

RC: How to report your loan portfolioRI: Properly reporting loan income
RC-C: Loan classifications and type codes
RC-C: Memoranda: Reporting modified loans
RC-K: Reporting average balances of loans
RC-L: Reporting unused commitments and letters of credit
RC-M: Reporting insider loans
RC-N: Reporting past due loans, non-accrual loans, and modified loans
RI-B: Charge-offs, recoveries, and changes in the ACL
RI-C: Reporting the ACL

Call Report Loan Activities and Lending Schedules – Part 2 (2 Part Series) (4 CPE Credits)

RC: How to report your loan portfolioRI: Properly reporting loan income
RC-C: Loan classifications and type codes
RC-C: Memoranda: Reporting modified loans
RC-K: Reporting average balances of loans
RC-L: Reporting unused commitments and letters of credit
RC-M: Reporting insider loans
RC-N: Reporting past due loans, non-accrual loans, and modified loans
RI-B: Charge-offs, recoveries, and changes in the ACL
RI-C: Reporting the ACL

CRE Appraisals: Components, Approaches to Value & Cap Rates

Types of appraisals by formatWhat to look for within the assumptions and limiting conditions
Property ownership interests clarified (fee simple, leased fee, etc.)
Highest and best use of the property
Approaches to value
Cost approach and information useful in the underwriting and loan structuring process
Income approach options of discounted cash flow (DCF) and direct capitalization

Converting Accrual Financial Statements Into Cash Flow

Obtain a good understanding of how to convert an accrual basis financial statement into cash flowKnow how to interpret and explain cash flow analysis to determine the debt repayment capability of the entity
Know the types of companies prone to utilize cash basis financial statements and why
Be able to compare various methods to calculate cash flow including the Uniform Cash Analysis (UCA) Method, EBITDA, and Traditional Methodologies, and their advantages/disadvantages
Know the rules of cash flow required to perform the conversion from accrual to cash
Be exposed to the Fast Cash Analysis method which can get you to the same results in less time

Dealing with Appraisals and Valuations: Regulations and Requirements, including Recent Developments – Part 1 (2 Part Series) (5 CRCM Credits)

Utilizing existing appraisals: Criteria for acceptance
Appraisal Management Company (AMC) requirements
Reg. Z valuation rules: When are they applicable?
Avoiding coercion and undue influence of appraisers
Reg. Z’s “flipping” rule: Obtaining a second appraisal
Reg. B rules: Disclosure and copies
Appraisal bias: What to look for
The Property Appraisal and Valuation Equity (PAVE) taskforce: Recommendations and future changes

CRE Lending Training Program- Part 1

Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need to understand the basic concepts of commercial real estate lending will benefit from this webinar.

Fair Lending Workshop for Community Banks (2.5 CRCM Credits)

This workshop will be advantageous to anyone with hands-on responsibilities for Fair Lending and/or Community Reinvestment Act compliance as well as those handling loan adverse actions and loan exceptions. This can include loan officers, loan processors responsible for denials and/or second review, compliance officers, and auditors.

BSA/AML and OFAC Compliance – 3 Part Series- Part 1 (7.5 CRCM Credits)

These rules impact anyone in your institution who has direct dealings with customers, such as Customer Service Representatives and tellers. But others are impacted as well, like loan officers and others who make important customer-related decisions. Compliance officers, auditors, attorneys, and management too will benefit from this information, as well, as they often are the ones who must draft these complex programs, administer them, and audit them.

Understanding Commercial Loan Documents

This course is ideal for lenders, loan assistants, loan operations personnel, credit analysts, and personnel involved in loan review, internal audit, and compliance.

CRE Lending Training Program- Part 2

Commercial loan officers, private bankers, junior commercial real estate lenders, and other banking professionals who need to understand the basic concepts of commercial real estate lending will benefit from this webinar.

Unlock the Secrets to Accurate Loan Reporting in Call Reports (2 CPE Credits)

If you’re a loan officer, loan assistant, or part of the loan operations or Call Report preparation team, this webinar is your chance to sharpen your skills and stay ahead of the game. Even seasoned Call Report preparers, reviewers, and auditors will uncover insights to boost their accuracy and efficiency. This two-hour power session is also a perfect way to complement your annual comprehensive Call Report training – regulators recommend it, and your career will thank you for it.

Cash Flow Analysis (1 CPE Credit)

This session is ideal for commercial lenders, credit analysts, small business lenders, middle market lenders, private bankers, loan review specialists, special assets officers, lending managers, and credit officers.

Bi-Monthly Compliance Briefing – April 2025 (2.5 CRCM Credits)

Anyone in the institution having compliance responsibilities – when you think about this, it could be just about anyone in the institution. This may include members of senior management, operations personnel, lending personnel, underwriters, customer service representatives, back-room personnel, and of course compliance officers, auditors, and attorneys, and anyone else in the institution that might benefit from this valuable information.

Commercial Construction Lending

This session is ideal for commercial lenders, credit analysts, and support staff that deal directly with commercial construction loans, as well ass mortgage bankers, private bankers, small business lenders, loan review specialists, special assets officers, lending managers, and credit officers indirectly involved in the construction lending process.

BSA/AML and OFAC Compliance – 3 Part Series – Part 1 (7.5 CRCM Credits)

These rules impact anyone in your institution who has direct dealings with customers, such as Customer Service Representatives and tellers. But others are impacted as well, like loan officers and others who make important customer-related decisions. Compliance officers, auditors, attorneys, and management too will benefit from this information, as well, as they often are the ones who must draft these complex programs, administer them, and audit them.