2020 Winter Underwriting Level One

February 25 to 27, 2020

Date and Time

February 25th-27th, 2:00PM - 3:30PM ET 

Location

Online

Description

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.

Topics include...

• 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

 

Course Objectives

• 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

 

Instructor

Sanat Amladi, Regional Underwriting Manager, Wells Fargo Capital Finance

Pricing

Members: $695
Non-Members: $945

Sending multiple people? Contact Jeff Walsh for a group discount.

Refund/Cancellation Policy

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.

CPE/CLE

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

Registration

Member Price: $695

Non-Member Price: $945

Register