Custom Training Sessions
Looking to improve your commercial lending process?
Understanding the deal is a key element to laying the foundation for operational efficiency
LZ Commercial’s training sessions are designed to empower your team with a comprehensive understanding of commercial lending and commercial loan documentation. Topics are designed to fortify front line commercial and small business sales teams, direct contact branch personnel, internal documentation and loan closing teams, loan servicing teams and more.
These specialized training sessions were created with all levels in mind and can be customized to the needs of your institution, including in-person and live webinar training sessions. Ultimately, our goal is to enhance your in-house standards as they relate to the Commercial Lending Process.
Provide your team with the tools they need to be successful! Here’s a quick breakdown of what you can expect from LZ Commercial’s training sessions...
Loan Types / Terms
Each commercial loan is unique yet follows common patterns. Understanding the basics is critical to the success of your in-house commercial staff. We will provide an overview of commercial lending characteristics and show your Team, how to identify, document and verify the unique properties of each loan.
Collateral Perfection
Perfection and priority of collateral is a technical yet critical topic. We will help your Team understand the means of perfection for all types of collateral and show them how to confirm your priority.
Organizational Entities
LLC vs. partnership vs. corporation vs. trust – each (and others) provide benefits and your borrower selects their entity type for very specific reasons. Understanding the pros and cons of different entity types, the method of formation and the required documentation will assist your Team with a more comprehensive understanding of the deal.