Loading...

Lending Basics for Bank Managers and Support Personnel

Attend this proactive webinar and learn how banks make credit decisions based on the five (5) C’s of credit- capacity (cash flow), capital (debt to equity), collateral (assets pledged), conditions (economic influence), and character (willingness to repay).

Upcoming
Beginner Friendly
DATE

Monday, April 27, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

David Osburn

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Collections
  • Commercial/Business Lending
  • Compliance
  • Customer Service
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Mortgage Lending
  • Risk Management/Legal
  • Sales
  • Branch Manager
  • Commercial Lender
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Customer Service Representative
  • Private Banker
  • Small Business Lender
  • Training Manager
  • Workout Specialist/Collector

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

The webinar will cover the basics of the three (3) main areas of lending- consumer, mortgage, and commercial lending. Each of the three areas will be illustrated with real life “case studies” including cash flow analysis.

The retail manager will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the lending process. Additionally, the basics of loan compliance will be provided including Reg B, Z, TRID, BSA, and Fair Credit Reporting.

What You'll Learn

  • Gain an understanding of how banks make lending decisions based on the five (5) C’s of credit.
  • Learn about the three (3) main areas of lending.
  • Apply the three areas to individual “case studies” including cash flow analysis.
  • Review the basics of loan structure, loan support, documentation, and loan compliance.

Who Should Attend

Branch managers, relationship managers, loan documentation specialists, private bankers, and business development officers
David Osburn

Instructor Bio

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

Print this page