2020 Winter Underwriting Level One
February 25 - 27, 2020
Date and Time
February 25th-27th, 2:00PM - 3:30PM ET
Underwriting is far more than gathering data and calculating ratios. You need to make judgments about how to manage risk, and these are best when based in experience. Underwriting Level One will help the underwriter hone his/her skills in setting up lending parameters on prospective deals by underwriting how all the pieces fit together. Learn how industry leaders think through credit issues and manage risk.
- A thorough and systematic overview of the key aspects of underwriting
- How to deepen awareness and understanding of assessing risks
- How to develop deeper questioning skills to identify inconsistencies and potential fraud
- How to develop a stronger ability to propose strategies to minimize the key risks for that client and report effectively to a credit committee
- Describe the primary responsibilities and importance of the underwriting role within their organization
- Manage key internal and external customers, including Originations, Portfolio, and Prospect
- Build effective communication and organizational skills across internal and external platforms
- Respond to a newly mandated request for financing from a Prospect
- Organizing the underwriting process, setting a working group list with responsibilities, setting a timeline with milestones, requesting data and interfacing with customer and other data providers (examiners, appraisers, Prospect)
- Managing a workflow process
- Perform business, financial, industry, and collateral analysis including understanding field exams and appraisals (inventory, M&E, real estate)
- Collecting, analyzing, and understanding data as it applies to new loan request, underwriting standards, and credit policies
- Ability to determine if the numbers match the "story" and challenge assumptions that may seem unreasonable
- Understanding strengths and weakness (mitigants), sources and uses, forming loan terms, covenants, completion of underwriting memo for presentation
- Assembling relevant data and validating assumptions to build the underwriting memo
- Recommending structure, terms, and covenants to address TBDs and/or mitigate risks
Sending multiple people? Contact Jeff Walsh for a group discount.
The Secured Finance Network reserves the right to cancel any program due to insufficient enrollment.
We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.
SFNet is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Member Price: $695
Non-Member Price: $945Register