Nothing goes further towards making your lending operation solid and profitable than a well-trained staff. For training to be effective it has to be understood, reinforced, and affordable enough to give to everyone involved with the loan process. Because if the old hands and the new faces aren’t working from the same book, you’ve got a problem. Now you can train your lending staff to secure your interests and stay in compliance with the latest regulations, effectively and affordably.

Now includes a BONUS CD upon payment so that you can easily customize the material to your institution's specific requirements!

The Sheshunoff Self-Paced Loan Documentation Training and Certification manual lets each person on your team learn at his or her own pace, right in your bank. The approach is on implementation and application of the rules and methods being taught, and many examples are used to illustrate complex points. Your staff can be brought up to speed with the latest rules, techniques, and methods for making safer, better-documented loans and keeping the lending area in compliance, so you have less exposure with the examiners and in court. Users can send for a final exam, which we will grade. Those who pass will receive a Certificate of Proficiency, so you and the regulators can be confident your staff has the training it needs. This easy-to-use manual covers everything they need to know:

• Documentation for the most common types of secured loans, including real estate, pledge agreements, and security agreements
• Basics, such as elements of a loan for the beginners
• More complex agreements, such as contracts involving other parties, that old hands may need to brush up on
• End-of-chapter reviews and self-tests help reinforce the information covered in each chapter
• Lots of examples to illustrate complex issues

Highlights of Our Latest Update How to Use This Manual Table of Contents Look Inside This Book!
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About Leonard M. Matz

Leonard M. Matz is an independent liquidity risk consultant. Previously, Leonard was international director of liquidity risk consulting for Kamakuara corporation followed by a similar role at SunGard Bancware. He began his career as an Examiner for the Federal Reserve of Cleveland and subsequently spent 15 years in senior risk management assignments at three US banks. Many know him from his influential books on liquidity management and ALM, including “Liquidity Risk Management” and “Self-Paced Training Guide to Asset/Liability Management”. Leonard has worked with bankers on 6 continents to review and revise their liquidity risk measurement, contingency planning, policies, documentation, and reporting. Bankers and regulators worldwide acknowledge Leonard’s influence on liquidity best practices. See all works by Mr. Matz