Advanced Commercial Loan Assistant Certificate

Advanced Commercial Loan Assistant Certificate

As a Commercial Loan Assistant, the role requires learning all the ins and outs of this part of the lending industry. It includes assisting Commercial Loan Processors, Underwriters, and Officers in gathering information and documents. This career path provides the power to effectively help the community and many small businesses. Working with clients to collect all of the needed information to process the loan, this role requires specialized training that supports the commercial lending world, government regulations and customer service.  Enhance your knowledge and skill beyond the basics to develop within your career.


This certificate is the second step in the Commercial Loan Assistant Career Path.  The path begins with the  Commercial Loan Assistant Certificate and finishes with the Commercial Loan Assistant Diploma.  (Formerly CFT Training)


Select from the following formats (checkmarks) to gain course information and pricing.  Courses may be taught in-house or live based on requests to the CFTEA office.

Required Courses

Instructor Led Online

Guided Learning

Self Paced

Virtual Classroom

  • Appraisal Procedures

  • Balancing Priorities

  • Equal Credit Opportunity Act:  Regulation B

  • BOD-Flood Insurance

  • HMDA for Compliance Professionals

  • Introduction to Analyzing Financial Statements

  • Loan Structuring, Documentation, Pricing and Problem Loans




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