Event Information

2018 Winter Operations Fundamentals - Module 6 - Loan Documentation

Date: January 16, 2018
Location: Webinar

Loan Documentation for Operations

90 minute Virtual Workshop and self-study elearning module



This module provides a thorough overview of the Loan Documentation process for operations professionals.

We review the overall process and reasons behind each document while also highlighting some of the key issues to watch for from an Operations Perspective

Join us for the virtual workshop where we will discuss case-studies in more detail.

Pre-study elearning module

  • Overview of process from term-sheet to closing
  • Due diligence process
  • Closing checklist
  • Loan and Security Agreement
  • Ancillary Documents
  • Perfecting a security interest

Virtual Workshop

The virtual workshop is presented by a team including a lawyer and operations professional who will take us on a tour of the critical elements of the loan and security agreement, explaining the reasons why these are important to operating the loan. There will be a practical exercise and a war story to illustrate why attention to detail is important.