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How to Craft an Effective Loan Write-Up

April 17 @ 10:00 am - 11:30 am


David Osburn
Founder, Managing Member
Osburn & Associates, LLC


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This WiBinar will cover the basics of how to craft an effective commercial loan write-up. Participants will receive a brief overview of loan write-ups or credit memorandums including types, styles, and necessary components such as relationship information, financial analysis, management review, and risk assessment/mitigation. The financial analysis discussion will highlight liquidity, activity, leverage, operating performance, and cash flow analysis.

Learning Objectives:

Review effective commercial loan write-ups
Discuss loan write-up types, styles, and components
Learn how to assess a company's strategic plan

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195.00 $0.00
Bank Nonmember $249.00 $0.00
Affiliate Member $195.00 $0.00
Affiliate Nonmember $249.00 $0.00

Season Pass Members recieve 4 individual logins to every WiBinar:



This WiBinar is ideal for:

Credit Analyst, Credit Specialist, Junior Lender, Underwriter, Loan Processor, Relationship Manager, Business Banker, Commercial Lender, Business Development Officer, Training Manager

CPE Credits: 
1 CPE Credit

Western Bankers Association

As a result of an exciting merger finalized on January 1, 2018, the Western Bankers Association (WBA) is now the primary association operating two divisions: California Bankers Association (CBA) and Western Independent Bankers (WIB). CBA will oversee all California and federal legislative and regulatory advocacy efforts, while WIB will oversee all conferences and professional development programs. Members of the respective associations will now be members of WBA.

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