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Loan Structuring Workshop Part 2

This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.
Upcoming

Advanced

DATE

Tuesday, November 17, 2026
2:30 pm - 5:00 pm

INSTRUCTOR

Tom Carlin

FORMAT

Workshop

$450.00 or 4 Tokens

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

  • Commercial/Business Lending
  • Lending
  • Lending Compliance
  • Risk Management/Legal
  • Transaction Compliance
  • Bank Legal Counsel
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Compliance Officer
  • Credit Analyst
  • Customer Service Representative
  • Human Resources Officer
  • Loan Closer
  • Risk Manager
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer
  • Workout Specialist/Collector

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This is a four part series focused on structuring commercial loans specifically lines of credit, term loans, bridge loans and permanent working capital loans.

What You'll Learn

You will learn:

  • To identify the four keys to loan structure ·
  • To apply credit underwriting standards and processes
  • To evaluate business, industry and management risks
  • To analyze the company's historical financial performance, including ratio analysis, cash flow analysis and linkage to management actions and decisions.

Who Should Attend

This workshop will benefit credit analysts, commercial loans officers, credit underwriters, portfolio managers, and relationship managers.
Tom Carlin

Instructor Bio


An authority on financial and credit risk, Mr. Carlin is a Managing Partner at Eensight. He has worked with major banks, insurance companies and regulatory agencies over the last twenty years, designing and teaching financial topics including: basic, intermediate and advanced credit and financial statement analysis, business lending for branch bankers, accounting for bankers, basic intermediate and advanced cash flow analysis, loan structuring, consumer lending and trade finance. His audiences include business bankers, recent graduates going through the organizations basic credit training program, senior management personnel who need to know the basics of accounting and financial statement analysis, middle market lenders with many years of experience and regulatory agency personnel. Each program he designs and teaches is tailored to the individual customer with the products, procedures and culture of the organization incorporated into the course design. The complexity and intensity of the programs are adjusted to reflect the needs of the participants and the logistical training issues faced by the organization.

He is the author of Financial Statement Analysis published by the American Bankers Association in 1994. He is also the author of Consumer Lending, published by The Center for Financial Training in 2015.

He has designed and taught programs in risk analysis for Citibank, Wells Fargo, American International Group, Capital One, Chase Manhattan Bank, First Tennessee, M & T, Union Bank, and The Bank of China. He has also taught the Credit Risk Analysis Program at the Federal Reserve Bank.

Prior to Eensight, Mr. Carlin was a Regional Director for Omega Performance Corporation. He was also a Vice President with Bankers Trust in New York. He was responsible for marketing credit and trade finance products to corporate clients and correspondent banks worldwide.

Mr. Carlin has a Master of International Management degree from Thunderbird School of Global Management and a Bachelor of Arts degree from Villanova University.


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