Event Information


2018 Winter Underwriting Fundamentals - Module 5 - Essentials of the Role

Date: February 20, 2018
Location: Webinar

MODULE 5: Essentials of the Role


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Here's what you need to know:


STEP 1:
View the E-learning module - 30-minute essential pre-study

In this module, we provide an alternative to the standard Fundamentals format.The e-learning module will be presented by an ABL expert, and give practical advice on working most effectively as an Underwriter, including:

  • How to be the proponent of the deal (New Business) and the voice of Credit (Portfolio Management)
  • Setting a timeline to complete due diligence, and approval
  • Manage the due diligence deposit accounting
  • Direct the Third Parties needed to complete due diligence
  • Meeting the Borrower, asking questions and cementing the relationship
  • Anticipating and avoiding roadblocks
  • Presenting to Senior Management

The e-learning module will be available on this site soon. Once it's posted, registrants will receive an email that it is available to view.


STEP 2:

Attend the 90-minute Virtual Workshop

Join two highly experienced Senior ABL Executives who will present case studies and use them to illustrate how they use their judgment when reviewing the Credit write-up