Training Loan Assistants and Loan Processors - Louisville

This seminar is designed to increase the lending knowledge and administrative effectiveness of one of the most important positions in a community bank's lending staff - the loan assistant/loan processor.

Seminar 9 a.m. - 4 p.m. local time. Registration begins at 8:30 a.m. with breakfast.

All of the objectives of this program are directed at increasing the performance effectiveness of these individuals.

Specific Topics Addressed in the Seminar

The topics below will address two basic questions: Given the applicant's loan request,

(1) What specific loan documentation will be required; and

(2) What "fair lending" compliance requirements must be considered?

  • The loan assistant's primary role in loan origination and bank profitability.
  • The loan assistant's role in developing and maintaining effective, working partnerships with lenders.
  • The loan assistant's role in compliance with federal lending regulations, including a discussion on the Truth-in-Lending/RESPA disclosures.
  • Updated HMDA reporting information.
  • A review of the primary loan documentation for consumer, residential and small business loans.
  • A variety of lending resources to increase the lending knowledge of loan assistants.


Lending Resource will include:

  • Lending risk management and regulatory websites.
  • Sample loan documentation.
  • Sample loan policy narrative.
  • Sample credit administration guidelines.
  • Sample loan underwriting guidelines and documentation procedures.
  • Sample loan closing checklists.
  • Sample post-closing loan review format.


Who Should Attend

Loan assistants and loan processors, credit administration supervisors, and other members of the bank's loan support staff with credit administration responsibilities.

Speaker

John Cochran, in his banking career which spans over 35 years, has served in various lending and senior management positions. He established Cochran Associates LLC in 2000 to provide bank training and consulting services. To date, he has presented lending seminars for many state banking associations and annually participates in several commercial lending schools as a principal instructor or sole presenter. He is also a member of the Pacific Coast Banking School where he presents a series of lectures on the topic of credit risk management.

Cancellation Policy

Cancellations received more than 30 days prior to the event will receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.
When
2/14/2019 - 2/14/2019
Where
Kentucky Bankers Association
600 West Main Street
FIRST FLOOR Training Room
Louisville, KY 40202 United States

About the Speaker(s)

 List View Contact
Mr. John H. Cochran, III
John Cochran
Cochran Associates LLC

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