Commercial Lending Toolkit: Build a Better Toolbox to Get Better Results

Date

Tuesday, Apr 14, 2026

Time

8:30am - 4:00pm

Fee After

Non-Affiliate: $395.00
Affiliate: $315.00

Cancelation Policy

Location

Sunrise Banks

2525 Wabash Avenue
St. Paul MN 55114

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Event Details

COMMERCIAL LENDING TOOLKIT:
Build a Better Toolbox to Get Better Results

Commercial lending is full of moving parts! From memos and checklists to emails, covenants, and municipal approvals, missing just one detail can delay closings, frustrate borrowers, or create unnecessary risk. This course equips you with practical tools, templates, and strategies you can use immediately to strengthen your lending process and outcomes.

WHO SHOULD ATTEND? This course is designed for loan operations teams, those newer to commercial lending, or as a refresher for experienced individuals, including:

Loan operations.
Lending specialists and assistants.
Commercial lenders and relationship managers.
Risk management and compliance.
Credit analysts and underwriters.
Portfolio Managers.

Participants should have a basic understanding of lending terms and processes.

COURSE COVERAGE:

Use opportunity memos to build buy-in and consistency.
Apply loan checklists for timely, compliant closings.
Write emails that get results with strategies to improve clarity and impact.
Understand and manage financial ticklers for smoother document collection.
Gain clarity on title insurance endorsements and what they really mean.
Structure loan covenants and understand default resolution strategies.
Navigate the municipal approval process (zoning, platting, permits, escrow, letters of credit).
Broaden perspective with The Big Picture: operational, credit, and enterprise risk, and the three lines of defense model.
Take home templates and tools ready to implement immediately

Presented by: Clint Hooppaw - Founder of Highpoint Advisors LLC and a seasoned banking executive with three decades of credit and lending leadership experience. Clint has led teams through growth cycles, credit challenges, and strategic shifts. Known for his practical approach and engaging style, he equips banking professionals to manage conflict, collaborate effectively, and make sound credit decisions. HERE is Clint’s full bio.

Note: If this course does not reach minimum attendance, the event will be cancelled and a full refund issued.

Your registration fee includes a boxed lunch, bottled water.