Underwriting CRE Loans: Best Practices for Repayment viability

Instructor: Charles H Green
Product ID: 705217
  • Duration: 75 Min
This webinar training will discuss a basic approach to underwriting commercial real estate (CRE) loans. Learn how to prescreen CRE loan requests, handle formal loan applications, and understand the CRE cash flow model.
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Why Should You Attend:

This webinar will provide lenders with insight into the best practices for underwriting commercial real estate loans. The discussion highlights key elements of financial metrics used to determine the repayment viability for CRE loan applications, considering both investor-owned and owner-occupied properties. This course reviews the different types of commercial real estate and their basic characteristics, and discusses common loan purposes and how lenders must underwrite repayment sources.

Learning Objectives:

  • Recognize property attributes and categories
  • Identify key financial metrics to determine property income
  • Use income and cash flow to derive capitalization rate
  • Understand measurements that describe property performance

Areas Covered in the Webinar:

  • Basic approach to underwriting commercial real estate (CRE) loans
  • How to prescreen CRE loan requests
  • Handling formal loan applications
  • Spreading financial statements
  • Direct income capitalization
  • Lending guidelines for CRE – Credit Box
  • CRE cash flow model
  • Calculating collateral value by income capitalization
  • Discussion of CAP, ROR, ROE, LTV, DCR, and IRR
  • Closing loan–post-closing monitoring

Who Will Benefit:

  • Loan Officers
  • BDOs
  • Relationship Managers
  • Credit Analysts
  • Loan Underwriters
  • Loan Processors
  • Chief Credit Officers (CCOs)
  • Senior Loan Officers (SLOs)
  • Loan Committee Members
  • Direct Lending Staff
Instructor Profile:
Charles H Green

Charles H Green
Principal, Charles Green and Company

Charles Green is a seasoned commercial lender with more than 35 years’ focus on funding the small business sector. He founded and served as president/CEO of Sunrise Bank of Atlanta, and in addition has served as a director for several companies, including Chair of Atlanta Medical Center.

His previous teaching experience includes the Stonier Graduate School of Banking, Graduate School of Banking at Wisconsin, Graduate Commercial Lending School, as well as online programs for several private enterprises.

He has written extensively about business financing, including the Banker’s Guide to New Small Business Finance (John Wiley & Sons, 2014), Get Financing Now (McGraw-Hill, 2012) and the bestselling The SBA Loan Book, 3rd Edition (Adams Media, 2011). Mr. Green earned a B.S. in Finance from the University of Alabama, diploma from the Stonier Graduate School of Banking, and completed Executive Education at Harvard Business School.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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