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Loan Documentation 101: 2 Part Series

Learn about basic secured loan documentation, lien perfection, and business collateral in this 2 part series.

OnDemand
October 1, 2024
October 2, 2024
Presented by Robin Russell
4h total length
$549.00 or 2 Tokens

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Lending
  • Risk Management/Legal
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Risk Manager
  • Senior Management
  • Teller
  • Training Manager
  • Trainer

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Series Details

Loan Documentation 101 Part 1: The Basics

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien document
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers

Loan Documentation 101 Part 2: Business Collateral

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.

  • Inventory
  • Accounts
  • Letter of credit rights
  • Government contracts
  • Chattel paper
  • Equipment
  • Fixtures
  • General intangibles
  • Commercial tort claims

What You'll Learn

Each webinar in the series will cover specific topics relative to the subject matter.

Who Should Attend

Bankers at all experience levels will find this program helpful. We will include ample time for questions and answers.


Robin Russell

Instructor Bio

Robin Russell has practiced law for 35 years and is licensed in Texas, New York, and Massachusetts, and has extensive experience in the energy sector, having been named to Oil and Gas Investor's 25 Influential Women in Energy in 2019. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors' committees, bank groups, private equity funds, landlords, trade creditors, and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders, and corporate borrowers in commercial loan transactions and debt restructurings.

Robin is the principal author of Thomson Reuters' Texas Practice Guides for both Creditors' Rights and Financial Transactions and the Texas Bankers Association's Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide, and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy, and financial restructuring-related topics and has served as a Chapter 7 Trustee. Robin received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review. She clerked for the Texas Supreme Court before beginning her legal career.