Buy-In: Getting The Loan Approval You Want and The Earning Asset Your Bank Needs October 14, 2015 1:00 pm – 2:30 pm est

 

Buy-In: Getting The Loan Approvals You Want and The Earning Assets Your Bank Needs. October 14, 2015 1:00 pm – 2:30 pm est

Indi Individual Webinar Fee: $250* L Live Webinar/ Demand Recording: $275* *

All too often good loans are rejected at the loan committee level. This often happens because the loan officer ineffectively communicates the strengths and weaknesses of the new opportunity. Or the opportunity was never within the Board’s “risk appetite,” which only waste time and resources. In this course, we will teach loan officers how to:

• Screen and select loan prospects that align with your institution’s risk appetite and strategic direction.

• Perform a preliminary risk and profitability assessment. • Prepare a loan package that will enable the credit dept. to underwrite

your loan quickly and accurately. • Write an effective and succinct loan presentation. • Anticipate and prepare for questions and concerns raised by your

analyst and loan committee members.

Who will Benefit: - Loan Officers - Senior Lenders - Credit Analysts - Loan Reviewers - Loan Committee

Members

This course includes: - Example presentations - A sample risk appetite stmt. - A preliminary risk assessment

worksheet - Loan profitability worksheet

 

   

 

As Featured in:  

 Bank    ________________________________________    PHONE___________________________________________    FAX______________________________________________    P.O.  BOX  ____________CITY____________      ZIP_________________      NAME  ____________________________________________    TITLE  __________________________________________    EMAIL  _______________________________________      PAY  BY  CREDIT  CARD:  Please  use  link  in  the  email.      PAY  BY  CHECK:    Synergy  Bank  Consulting  Inc.    1550  South  Blue  Island  Unit  1006  Chicago,  IL  606016      

About The Presenter

Training Testimonial Brian Hawes Chief Credit Officer Resource Bank N.A

Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Bank Consulting, Inc.

Synergy provides a range of risk management services to financial institutions, which

include loan reviews, IT audits, internal audits, and regulatory compliance reviews. As

principal, Ancin manages a growing portfolio of clients throughout the United States.

He brings more than 10 years of experience to the industry. Ancin honed his skills while

working as an examiner. As examiner, he performed safety and soundness

examinations for community and mid-size institutions ranging from $100 million to $8

billion in total assets. After leaving regulatory work, Ancin worked for a regional

accounting firm where he led internal audits, as well as loan and pre-regulatory

examiner reviews.

Recent Projects for clients:

Managed and completed loan review and internal audit engagements for

institutions that range from 100 million to 7 billion dollars.

Provided ongoing training and development of credit analysts.

Provided outsourced credit analysis and appraisal review.

Developed modification and trouble debt restructuring process.

ALLL and IRR Model Validation.

Director and Senior Management Training.

.

“I have worked with Ancin Cooley for several

years, originally in his capacity as a member

of a loan review team, and more recently as

the Principal of Synergy. His expertise and

sound judgment in his loan review capacity

made him an easy choice for a consulting

engagement. More recently, I engaged

Ancin to provide training for lending and

credit personnel at my institution, and I found

his presentation to be relevant, timely, and

comprehensive. The feedback I have

received from the staff at my bank has been

overwhelmingly positive, both in terms of the

quality of training as well as about Ancin

personally. I regard Mr. Cooley as a trusted

and respected business man, I give him my

highest recommendation.”

Training Testimonials Kevin Wilson, Sr. Vice President, Tristar Bank I have attended several seminars given by Mr. Cooley. The information presented is always very helpful and obviously comes from a wealth of experience. He is an extremely knowledgeable individual, and I look forward to his next presentation.

Vickie Buckles, Loan Review Manager, JD Bank “First let me say your presentation yesterday at LBA was like a breath of fresh air! I have been to many seminars during my career and expectations are they are usually all alike. By lunch time, it becomes a chore to remain interested in the slide presentations and the presenter reading the material. Your discussion and interaction with participants was very good. I believe the majority of participants gained a lot of valuable information. So thank you!”