ABL Underwriting Level 2

Advance your skills through a hands-on case study experience

In this advanced course, participants will step into the role of an underwriter navigating a complex asset-based lending (ABL) transaction. Using a real-world case study, you’ll begin with a Business Development Officer’s Screening Memo and follow the path of due diligence required to fully assess the credit opportunity.

You’ll examine key information sources to uncover and evaluate underwriting issues, including:

• Borrower site visit insights
• Background investigations on ownership and senior management
• Financial Statement Analysis
• Field exam findings
• Industry analysis
• Inventory, equipment, and real estate appraisals

Rather than drafting an approval memo, this course focuses on identifying, interpreting, and prioritizing the critical issues that emerge from each due diligence source—and understanding when and how to present them to senior credit decision-makers and investment committees.

Who Should Attend:

This program is designed for professionals with 3+ years of experience in underwriting, portfolio management, or risk management in secured lending. Participants should have completed Underwriting Level 1 or possess a strong foundation in credit and underwriting principles. Course Format: This is a highly interactive, case-based course. Active, on-camera participation is required.

Course Format:

This is a highly interactive, case-based course. Active, on-camera participation is required.

For more information, please contact Denise Castagna at dcastagna@sfnet.com with any questions.