Commercial & Ag Loan Processing Workshop
 
There are several training opportunities available for lenders and credit analysts, however, the role of the commercial loan processor is equally as critical! This program is being offered for the first time in Wisconsin with the goal of providing loan processors an opportunity to network, learn best practices and discuss solutions for improving commercial and agricultural loan servicing at their financial institution.

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Who should attend?

This session is designed for commercial loan processors or loan administrative support staff with responsibility for the loan process outside of credit analysis. Topics related to loan documentation will be discussed in general, however, if comprehensive loan documentation instruction is desired, participants should attend “Advanced Loan Documentation, Loan Structuring and Collateral Issues” offered periodically by RMA Wisconsin.
 
Sample Topics:

  • Electronic lien filing (UCC, vehicle titles, real estate documents)
  • Discuss best practices for efficient real estate tax tracking, exception monitoring, escrow servicing
  • Insurance (business property, title, endorsements)
 
Disclaimer: The content of this session is provided solely for informational purposes. It should not be interpreted as legal advice. Each financial institution must consult their own compliance and legal counsel to determine the appropriateness of their policies and procedures.


SPEAKER: Cyrene Wilke

Cyrene Wilke has more than two decades of progressive experience in the financial industry and currently serves as SVP Operations at Investors Community Bank. She previously held positions in commercial credit and commercial lending for both community banks and larger regional banks. Cyrene also serves on the board for the RMA Wisconsin Chapter.
 
Susan Van De Hey currently serves as Loan Operations Manager at Investors Community Bank. She has extensive experience in loan processing administrative support and real estate title insurance.
Location
Investors Community Bank
5517 Vern Holmes Drive
Community Room
Stevens Point, WI 54482
October 3, 2019
8:30 a.m. Registration
9:00 a.m. Program Begins
Noon-1:00 p.m. Lunch Break
4:00 p.m. Program Ends


Cost:
$300 - RMA WI Chapter Supporters
$350 - National RMA Members Only
$450 - Non-Member


 RMA Wisconsin Chapter
E4203 Horseshoe Road
Spring Green, WI 53588
608-588-3100
2019 Fall/Winter Educational Calendar
Aug 15, 2019 - Writing the Credit Analysis - Appleton, WI
Aug 16, 2019 - Analyzing Business Tax Returns - Madison, WI
Aug 23, 2019 - Loan Documentation, Structuring and Collateral Issues - Madison, WI
Sep 16, 2019 - Writing About the Risk - Madison, WI
Oct 2-3, 2019 - Cash Flow Analysis II - Oconomowoc, WI
Oct. 3, 2019 - Commercial & Ag Loan Processing - Stevens Point, WI
Oct 24, 2019 - Commercial Real Estate Lending II - Oconomowoc, WI
Nov 4, 2019 - Structuring Commercial Loans I - Madison, WI
Nov 11, 2019 - Adv. Loan Doc., Structuring and Collateral Issues - Oconomowoc, WI
Nov 19, 2019 - Commercial Real Estate Lending III: Global Cash Flow - Appleton, WI
Dec 9, 2019 - Understanding and Interpreting Real Estate Appraisals - Oconomowoc, WI
Register at rmawi.org .