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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!”
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