Understanding Loan Documents

Presented by:
Jack Holzknecht, Pegasus Educational Services, LLC


Materials (only available to registered users)

WHAT?
Test for readers of this brochure: Take a quick glance at the wording in your note and other loan documents. Do you really understand every sentence? Does everyone in the loan department fully understand the wording?

Every word in every loan document is there for a specific purpose. However, we find that many members of the lending department do not always understand what the words mean. Automated loan origination systems make it very easy to quickly produce high quality loan documents, but the systems have not eliminated the need to understand what the words mean.

This new webinar guarantees that lenders understand the essential information needed to do their job at application, at closing and even through collection of the loan.

WHY?
This new program is unique. It contains essential knowledge needed by every member of the loan department. It makes difficult concepts easy to understand. Also:
  • Attendees learn how to avoid mistakes that can lead to uncollectible loans and lawsuits;
  • The manual is a great desktop reference; and
  • The presenter is an excellent speaker with years of experience in this topic.
PROGRAM CONTENT
The program addresses the meaning of the wording in the
  • Note;
  • Guaranty agreement;
  • Security agreement; and
  • Other forms.
WHO?
This program is designed for everyone in the loan department. Loan secretaries, processors and loan officers will all benefit from the program.

About the speaker:  
Jack Holzknecht
Jack Holzknecht is a principal with Pegasus Educational Services, LLC, a training firm headquartered in Louisville, Kentucky. He is an experienced consultant who has provided training to thousands of bankers and examiners for twenty-two years. He has the ability to identify the key compliance issues from each regulation. Jack’s career began in 1976 as a federal bank examiner. He later headed the form and software and education divisions of a regional consulting company. In that capacity he developed loan and deposit form systems and software. He also developed and presented training programs that were delivered to bankers in 43 states. Jack has been an instructor at compliance schools presented by the Georgia, Iowa, Kentucky, Pennsylvania, Nebraska, New York and Texas bankers associations. He developed and delivered compliance training for the FDIC and OTS for ten years. He is a Certified Regulatory Compliance Manager and a member of the National Speakers Association. He is also a “BOL Guru” at http://www.bankersonline.com/ and frequently answers compliance questions sent to “Bankers’ Threads.”

About the seminar:
One registration is required per location. If the complete broadcast is received via the computer the AUDIO and VIDEO components can be connected to an A/V projector to allow multiple participants to view the conference. If the audio portion of the broadcast is received via the telephone the AUDIO portion can be placed on speaker phone to allow multiple participants. Interactive components delivered via Web include slides, online polls and interactive Q&A via chat.

You may view the ARCHIVED Presentation of this training event as many times as you wish throughout the next 30 days. This will enable you to participate in the LIVE event as well as train additional staff from the ARCHIVED event.

Handouts will be provided and we welcome questions during and after the seminar, as well as in advance. Questions received after the seminar will be posted on a special Web page for later viewing by seminar attendees.

Contact Information: Billing questions can be directed to Carin Eisenhauer, carin@bankersonline.com. All other questions may be directed to mpetry@bankersonline.com

TEST YOUR SYSTEM: Click below to test receiving the presentation using Windows Media Player.