The Loan Operations Lab: Commercial Lending Edition

Event Details

THE LOAN OPERATIONS LAB: Commercial Lending Edition
(Turning complexity into clarity for lending professionals)

Behind every successful commercial loan is an operations team that understands not just the process, but the purpose. The Loan Operations Lab equips participants with the knowledge and tools to confidently navigate documents, financials, insurance, and borrower communications.

WHO SHOULD ATTEND? This course is designed for both new and experienced loan operations staff looking to strengthen their understanding of lending mechanics, including:

• Lending specialists and assistants.
• Loan operations staff.
• Commercial lenders and relationship managers.
• Risk management and compliance.
• Credit analysts and underwriters.
• Team leaders.

Participants with all levels of commercial/business lending experience will benefit from this course.

COURSE COVERAGE:

• Demystify acronyms and jargon to improve conversations with lenders, analysts, and customers.
• Use a practical checklist template to streamline operations starting the next day.
• Write emails that get results with clear structure and purpose.
• Evaluate insurance certificates to confirm coverage, limits, and compliance with loan documents.
• Understand the basics of appraisals, financial statements, and tax returns.
• Gain confidence with loan documents and their role in protecting the lender.
• Learn the importance of financial ticklers and strategies for efficient collection.

Presented by: Clint Hooppaw is the founder of Highpoint Advisors, a consulting and training firm dedicated to building effective skills and confidence in the lending and credit industry. With nearly three decades of experience in banks, credit unions, and mortgage companies, Clint brings a unique perspective shaped by leadership roles in sales, operations, and senior credit management.  Click HERE for 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.

 

Contact For More Information

Brenda Ryan
RMA Minnesota Chapter Administrator

RMAmn@outlook.com / 763-486-7219

Contact info@rma-mn.org if you would like to sponsor

Cancelation Policy

Cancellations received after February 9th (and no-shows) will not receive a refund.