Webinar: Line-by-Line Loan Review for Consumer, Commercial & Residential

Start: 3:00 pm
End: 4:30 pm
Event Days: 05/15/2013 - 05/15/2013

A credit union's loan review program is essential to a strong credit risk-management program. Examiners are looking for a qualified, independent assessment of your overall credit risk-management processes, including loan-grading integrity and uniformity, adherence to policies, underwriting quality and ongoing account management. This webinar will provide the information and steps needed for a strong loan review program.

About This Session:    

This webinar will cover the following topics:

  • A step-by-step look at how to conduct a loan review, with two case study examples
  • Retail loan underwriting samples (residential mortgages, home equity, and consumer  loans)
  • Commercial and CRE samples
  • Communication process with management and loan officers throughout the process
  • Building the narrative summary report
  • TAKEAWAY TOOLKIT with loan review worksheets, underwriting samples and a reporting process

Who Should Participate:

Loan review officers, lending staff, auditors and compliance officers

About the Presenter:

Ann Brode, Brode Consulting Services, Inc.

With nearly 40 years of experience, Ann Brode serves as a consultant to regional and community financial institutions in a wide range of areas, including strategic planning, lending, deposits, marketing, training, compliance and management. She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin and other state banking schools.

Lisa Zigo, Brode Consulting Services, Inc.

Lisa Zigo began her career as a loan-review specialist at a multi-bank holding company and went on to serve in key leadership positions at a community financial institution.  In 2012, she joined Brode Consulting Services, where she uses her broad experience and compliance expertise to provide community financial institutions with assistance in loan reviews, compliance, strategic planning, management assessments and developing programs to manage risk and develop sound internal programs and best practices.