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Loan Origination Systems for Complex Credits—Myths and Realities…

Facing pressures from problem credits and greater regulatory scrutiny, banks are investing in Loan Origination Systems (LOS) to help better manage the credit analysis and ongoing management of their complex credits (i.e. commercial real estate, commercial and industrial, agriculture, small business loans, etc.). However, Neil Stanley, 25-year banking veteran and industry consultant, has found that many banks have a tough time with software selections and determining what they should really expect out of automating their lending process.

During this complimentary Webinar, Neil will share valuable perspectives from his experience and research to help identify the technology “myths” and “realities” by outlining what lenders should expect from an automated LOS. Neil will provide information that will enable a bank to weed through the hype and focus on the things that will actually help leverage technology to gain efficiencies of throughput from your credit professionals.

Join us and learn how to get the most from a LOS by:

• Gaining a clear understanding of the concept of “straight through processing.”
• Avoiding the pitfalls of rules-based, end-to-end workflow automation and artificial intelligence.
• Identifying the critical elements for automation of originating, servicing and managing complex loan portfolios.
• Using “computer-assisted” workflow to leverage the capacity of credit professionals.
• Respecting the managerial demands of Commercial and Agriculture credits.
• Focusing your efforts where efficiencies can be achieved (grabbing the ripe, low-hanging fruit!).
  

Who should attend:

CEOs, COOs, Presidents, CFOs, Chief Credit Officers and Loan Officers.

Preparing for a More Rigorous Safety and Soundness Examination...

The recent passing of the Financial Reform Bill and the merging of the OTS and the OCC are just two additional milestones that will most certainly drive more stringent Safety and Soundness Examinations. Another certainty financial institutions can count on is that Commercial Lending will be an area of intense scrutiny by the regulators. 

The focus of this complimentary Webinar is to look at what commercial lenders should do to be better prepared for their next exam. We will hear from Neil Stanley, a banking industry veteran, who will share some practical tools that banks can use to make the process more efficient and improve communications with your examiners.  

During this Webinar we will discuss:

• The latest feedback from banks regarding their recent exams and what to expect.
• Specific areas of scrutiny for your Commercial Real Estate and Commercial & Industrial loan portfolios.
• A practical Exam Preparation Checklist developed for commercial lenders.
• What to expect in critical areas such as forward-looking risk management, board of director accountability, stress testing and more.
• How technology can help commercial lenders gain efficiencies and standardization in their lending processes that will stand up to the new level of regulator scrutiny.

NOTE:

Attendees will get a free copy of the Commercial Lending Exam Preparation Checklist.

Who should attend:

CEOs, COOs, Presidents, CFOs, Chief Credit Officers and Loan Officers.

Loan Pricing – A Formula to Beat the Competition & Maximize Profitability...

Are your lenders maximizing profitability of current opportunities? Are they prepared for the next expansion?

Loan pricing is one of the most important decisions a bank makes every day. But managing risk, staying current and the growing number of regulatory requirements among a number of other pressing matters often distract management attention from this critical area. Our speaker; Dan Roderick, Managing Director of ProfitStars, has worked with financial institutions for more than 30 years to help improve profitability and implement more disciplined and effective pricing strategies.

During this Webinar, Dan will draw from his experience to share valuable insights on how lenders can implement loan pricing practices that will help beat the competition while maximizing profitability. He will also demonstrate examples of how banks have used this approach to achieve double-digit basis point increases in Net Interest Margin and deliver long-term impact for their bank’s financial performance.

Attend this Webinar and learn practical ways to:

• Empower your lending team to win additional business.
• Improve profitability through a more disciplined and consistent pricing process.
• Factor relationship value into your pricing equation.
• Gain insight into a proven methodology that will increase net interest income.
• Motivate your lenders to drive profitable volume.
• Prepare your bank for changes in the market and interest rate environment.
  
  

Who should attend:

CEOs, COOs, Presidents, CFOs, Chief Credit Officers and Loan Officers.