Loan Documentation

Omega Performance
Training overview
Professional Course
E-learning
6 hours
Start dates
Online
Contact for info

Course description

Loan Documentation

Learn how to thoroughly and accurately evidence business and consumer loan transactions, including commercial real estate-secured loans and home equity loans and lines of credit.

This eLearning course incorporates real-world examples to demonstrate the varying level of complexity involved in evidencing different types of loan transactions.

Upon completion, participants will be able to:

  • Identify the signers required for a loan, and the form their signatures must take
  • Recognize the content, purpose, and effect of common loan documents
  • Explain the concept of attaching and perfecting a security interest in collateral
  • Understand common defects in loan documentation
  • Evaluate the purpose and recognize the value of a lien search, title search, and title insurance
  • Identify the documents required for various types of consumer, business and commercial real estate loans

Who should attend?

Anyone whose work includes completing, explaining, or auditing loan documents for consumer or commercial loans, including lenders, loan documentation specialists and auditors.

Training content

Learning Modules

  1. Loan Documentation Part 1
  2. Loan Documentation Part 2

About Omega Performance

Omega Performance

Since 1976, Omega Performance has been the training partner of choice for financial service organizations worldwide, from community-based credit unions to international banks. Our clients choose our solutions because they are flexible, scalable, and—most importantly—effective. Whether you’re seeking training for...


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Contact info

Omega Performance

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