Training Loan Assistants and Loan Processors - Louisville

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.
Seminar 9 a.m. - 4 p.m. local time. Registration and breakfast begins after 8:30 a.m.

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

Topics Addressed Include

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 Resources will include
  • Lending risk management and regulatory websites.
  • Sample loan documentation.
  • Sample loan policy narratives.
  • 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 with credit administration responsibilities.

When
4/18/2023
Where
Indiana Wesleyan University 1500 Alliant Avenue Louisville, KY
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About the Speaker(s)

SpeakerBlock
Mr. Michael Wasson
Mr. Michael Wasson

Mike is a retired Banker with over 45 years experience in managing Community Banks. Mike has served as the CEO of six Community Banks and as the Chairman of a Broker/Dealer. Mike has been an Executive Officer in Banks with assets ranging from$13 million to $6 billion. Mike has extensive knowledge in Credit, Strategic Planning, Operations, Management Reviews, Commercial Lending and Problem Bank Workouts. Mike has served on the faculty of Bank Lending Schools and Bank Management Schools, in Missouri, New Mexico, Iowa, Kentucky and the Graduate School of Banking in Colorado.
Mr. Michael Wasson
Mr. Michael Wasson
Mike is a retired Banker with over 45 years experience in managing Community Banks. Mike has served as the CEO of six Community Banks and as the Chairman of a Broker/Dealer. Mike has been an Executive Officer in Banks with assets ranging from$13 million to $6 billion. Mike has extensive knowledge in Credit, Strategic Planning, Operations, Management Reviews, Commercial Lending and Problem Bank Workouts. Mike has served on the faculty of Bank Lending Schools and Bank Management Schools, in Missouri, New Mexico, Iowa, Kentucky and the Graduate School of Banking in Colorado. WASSON, MICHAEL

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Education Alliance Cancellation Policy
 Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and 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.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.