Everything a commercial loan officer should know about the
core commercial loan documentation package, including perfecting
security interests on commercial collateral, loan agreements,
signature requirements, loan closings and more.
This fast-paced seminar will focus on the purpose, use and
content of the six core commercial loan documents: the
promissory note, the loan agreement, the security agreement, the
guaranty, the letter of credit and the
subordination/intercreditor agreement. It will provide relevant,
up-to-date and practical information to help commercial lending
personnel.
This webinar has been created for bankers who have a basic
understanding of loan documentation and wish to further develop,
refine, confirm or polish those skills. Participants will
receive a practical, “real world,” intensive review of critical
loan documentation issues, best practices, proper lien creation
and monitoring under the requirements of Revised Article 9 of
the Uniform Commercial Code.
Covered Topics:
- Promissory notes
- Security agreements, including proper collateral
descriptions and perfection of liens under the UCC
- Loan agreements, including borrowing base
certificates
- Letters of credit and reimbursement agreements
- Guarantee agreements, co-signors and third-party
pledges of collateral
- The interplay of subordination and intercreditor
agreements with the rules of payment and lien priority
- Signature requirements and supporting documentation
- Closing the loan
Who Should Attend?
Loan officers, credit analysis, note and credit
department personnel, internal auditors, loan review and
compliance personnel or any banker involved in the lending
function.
Instructor
Robin Russell has practiced law for 30 years and
is licensed in Texas, New York and Massachusetts. She is a fellow in
the American College of Bankruptcy and of the American Law Institute.
She combines a depth of experience in bankruptcy restructuring and
litigation with financial transactions.
She has represented corporate debtors, independent directors,
liquidating trustees, bondholders, unsecured creditors' committees,
bank groups, private equity funds, landlords, trade creditors and
bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy
proceedings. She has also represented banks, institutional lenders and
corporate borrowers in commercial loan transactions and debt
restructurings.
Robin is the principal author of Thomson Reuters’ Texas Practice
Guides for both Creditors’ Rights and Financial Transactions and the
Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem
Loan Guide, Texas Real Estate Lending Guide and Texas Account
Documentation Guide.
She is a frequent speaker on banking, bankruptcy and financial
restructuring related topics and has served as a Chapter 7 Trustee.
Robin received her LL.M. in Banking Law from Boston University and her
J.D. from Baylor University where she was Editor-in-Chief of the
Baylor Law Review and the highest ranking graduate in her class. She
clerked for the Texas Supreme Court before beginning her legal career.
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