Loan Processor/Loan Assistant Seminar (VIRTUAL)
3 Hour Session

Conference/Seminar/School Gail Queen

    This seminar is designed to increase the lending knowledge and administrative effectiveness of one of the most important positions in a community bank’s lending staff – the loan assistant/loan processor.  All the objectives of this program are directed at increasing the performance effectiveness of these individuals. 

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      Agenda & Speakers

      In his banking career which spans 40 years, John Cochran has served in various lending and senior management positions including President and CEO of a community bank.  John established Cochran Associates LLC in 2000 to provide lender training and loan review and consulting services.  He has done extensive consulting with the boards of directors of troubled financial institutions.

      To date, he has presented lending seminars for many state bank associations and annually participates in several commercial lending schools as a principal instructor or sole presenter.  John was also on the faculty of the Pacific Coast Banking School where he presented a series of lectures on Credit Risk Management.  When their schedules permit, John and his wife Pam, enjoy camping, canoeing and fly fishing Missouri’s trout streams.


      The topics below will address two basic questions: Given the applicant’s loan request, (1) What specific loan documentation will be required; and (2) What “fair lending” compliance requirements must be considered? 

      • The loan assistant’s primary role in loan origination and bank profitability  
      • The loan assistant’s role in developing and maintaining effective, working partnerships with lenders  
      • The loan assistant’s role in compliance with federal lending regulations, including a discussion on the Truth in-Lending/RESPA disclosures  
      • A review of the primary loan documentation for consumer, residential and small business loans  
      • A variety of lending resources to increase the lending knowledge of loan assistants 

      Lending Resources will include:

      • Lending risk management and regulatory websites  
      • Sample loan documentation  
      • Sample loan policy narrative  
      • Sample credit administration guidelines  
      • Sample loan underwriting guidelines and documentation procedures  
      • Sample loan closing checklists  
      • Sample post-closing loan review format 

      Registration Fees

      Members & non-members – $375

      Cancellation Policy

      All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.