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Course/Product Description
Title:

Loan Participations: What You Should Know

SKU:WC-1030953
Date / Time: Recorded
Format: Webcast
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Description: When a bank enters into a lending arrangement with a borrower, at some point the bank may wish to sell a portion of the loan to another bank. Conversely, a bank may wish to purchase a portion of a loan made by another bank.

Such transactions may occur in connection with short-term borrowings, term loans, construction loans, or other forms of extension of credit.

This area of lending is closely monitored by banking regulators because of the inherit risk in this type of lending, and the past failures of some banks to take precautions to avoid undue problems.

This webinar covers the basic requirements for successful loan participations or syndications. It presentation will help banks that buy or sell participations among affiliate banks or to unrelated institutions.

After attending, you will leave with a firm understanding of the standards to purchase and sell loan participations or participate in loan syndications to remain in compliance with sound banking practices.

Learning Objectives:

  • Purpose of Loan Participations and Basic Rules
  • Difference between Loan Participations and Loan Syndications
  • Regulatory Rules Governing Loan Participations
  • Role of the Originating Bank and its Relationship with Participating Banks
  • Legal Rights of Participating Banks
  • Review of the Certificate of Participation and other Required Legal Documentation
  • Basic Operational Procedures Required for Loan Participations
  • Latest Development on the American Institute of Certified Public Accountants concerns about LP

Who Should Attend?

Loan Officers, Senior Credit Officers, Senior Loan Officers, Loan Administrators, Loan Review Officers, Compliance Officers, Branch Managers, and Credit Analysts

Your Presenter

Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a Management Trainee and progressed to Vice President and Senior Lender of SouthTrust Bank and Senior Vice President and Commercial Banking Division Manager for Citizens Trust Bank of Atlanta.

Most of his career has been spent in Credit Administration, Lending, Business Development, Loan Review, Management and Training & Development. He has managed loan portfolios representing a cross section of loan types including: Large Corporate, High Net Worth Individual, Middle Market Companies, Small Business, Real Estate and Non-Profit Organizations.

Mr. Johnson is now a training professional in the financial industry by leading various seminars covering important topics relating to issues in financial institutions. He teaches actively for fifteen state banking associations in the United States, Risk Management Association (RMA) and individual financial institutions nationwide. He co-authored a training course entitled "Lending to Service and Other Professional Organizations" for RMA in 2001.

Mr. Johnson earned a B.A. Degree in Accounting from Morehouse College in Atlanta; a MBA in Finance from John Carroll University in University Heights, Ohio; Banking diploma from Prochnow School of Banking at the University of Wisconsin and a Graduate Certificate in Bank Management from the Wharton School of Business at the University of Pennsylvania.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

Licenses / Designations / Educational Credits:CEU
About The Provider: Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.

We bring you:
  • 40+ Years of Experience
  • 600+ Engaging Online Courses
  • 450+ Live & OnDemand Webinars
Webinar Descriptions, BankWebinars.com:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.
More Info: Contact Us For More Information
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